Planned Parenthood Federation of America · 1 week ago
Associate Director, Trusts and Estates
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff, Director/Executive
$102K/yr - $108K/yr
6+ years expPlanned Parenthood Federation of America is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care. They are seeking an Associate Director for Trusts & Estates to advance the capacity of the team for the estates-in-probate program, develop strategies for estates and trusts, and ensure the realization of estate plans for Planned Parenthood.
AssociationHealth CareNon Profit
No H1B
Responsibilities
Independently builds relationships with trustees, executors, and attorneys to ensure the realization of estate plans for Planned Parenthood
Represents Planned Parenthood to family members of decedents, expressing condolences, explaining policies related to use of gifts, and presenting priorities when trustees or family members have discretionary powers
Engages with peers at other charitable organizations to create needed strategies to bring estate distributions to completion for PP and co-beneficiaries
Assesses estate accountings, financial statements, and gift and pledge recording in collaboration with Finance and Audit staff
Recommends to Gift Planning management and the Office of the General Counsel when an estate might require outside counsel for litigation, disputes, or settlements
Advises affiliates, including those in the Collaborative Fundraising Program, on estate administration matters. Provides training to national and affiliate staff
Executes estate administration in a timely manner on a large number of residual, specific, and discretionary estates by working with trustees, executors, attorneys, and family members to fulfill legal obligations to secure funds
Optimizes time and resources by compiling estate summaries, family trees, real estate data, and asset information for residual and complex estates
Sustains the quality of the program by reviewing assigned estate documentation to identify and analyze concerning circumstances, such as potential litigation, inadequate assets, and pressures to add restrictions. Researches and identifies prospective sources when outside counsel is needed
Evaluates financial documentation to ensure alignment of assets, legal fees, and beneficiary designations with the will and trust language. Flags concerns about the potential insufficiency of funds
Upholds program delivery against established pledging, audit, and status reporting schedules, while incorporating new policies and procedures. Keeps timely records of activity with estates and tracks portfolio revenue
Performs other duties as assigned
Qualification
Required
Bachelor of Administration or a Bachelor of Science is required
Minimum of six years of related work experience with charitable bequest administration and/or trusts and estates in a nonprofit or legal setting
Knowledge of and continued intellectual interest in the gift planning field, and a demonstrated interest in working in development in the nonprofit sector
Extremely organized, process-oriented self-starter who works well in a fast-paced environment
Strong oral and written communicator with excellent interpersonal skills and the ability to build strong, effective partnerships with both internal and external partners
High proficiency in Google, Microsoft, and Adobe products
Flexibility and ability to adapt quickly to changing priorities and ambiguous situations
Commitment to PPFA's mission and diversity, equity, and inclusion values
A deep commitment to Planned Parenthood's mission of promoting Sexual and Reproductive Health
Willing to provide coverage at the end-of-fiscal-year and the end-of-calendar-year holiday periods, monitoring telephone and email to ensure that external and internal documents are advanced so that gifts are completed
This is a hybrid position based in our New York City office. When not working on site, team members are required to have reliable home WiFi and adequate workspace for equipment and materials
Company
Planned Parenthood Federation of America
Planned Parenthood is a trusted health care provider, an informed educator, a passionate advocate, and a global partner.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$1.03MKey Investors
Bishop Parker FoundationMontgomery County GovernmentThe Conrad Prebys Foundation
2025-01-09Grant· $0.03M
2024-05-06Grant· $0.07M
2023-06-26Grant· $0.5M
Leadership Team
Alexis McGill Johnson
President & CEO
Recent News
Springfield Business Journal
2026-01-07
Maryland Daily Record
2026-01-04
Company data provided by crunchbase