Position: Legacy Gift Administrator, Gift Planning
Reports to: Senior Director of Gift Planning
Location: United States Remote U.S. or Boston, MA
Position Type: Full-time
Position Overview:
In close partnership with the Senior Director of Gift Planning and Development Operations, Accounting, Legal, and Compliance teams, ensure the prompt and accurate processing of legacy gift intentions and charitable gift annuity donations. Oversee and monitor the flow of legal documents, accounting statements, and other materials related to the distribution of legacy gifts. Review legacy gift instruments, determine Partners In Health’s (PIH) interest, assess any restrictions on gifts, and convey appropriate financial and legal information internally for the purpose of projecting, securing, and recording income. Accompany legacy donors’ family and professional advisors through the maturation process. Contact estate representatives at appropriate intervals to obtain necessary documents and information. Effectively process distributions from wills, trusts, retirement accounts, life insurance policies, and split-interest gifts. Oversee the recognition of donors and the thanking of family members of the deceased. Partner closely with the Gift Team to ensure proper documentation. Create, fortify, and sustain data management processes and quality control measures.
Specific Responsibilities:
Qualifications:
Organizational Profile
Partners In Health (PIH) is a non-profit, global health organization that fights social injustice by bringing the benefits of modern medical science first and foremost to the most vulnerable communities around the world. PIH focuses on those who would not otherwise have access to quality health care. PIH partners with the world’s leading academic institutions to create rigorous evidence that shapes more sound and all-inclusive global health policies. PIH also supports local governments’ efforts to build capacity and strengthen national health systems.
As of today, PIH runs programs in 11 countries (Haiti, Kazakhstan, Lesotho, Liberia, Malawi, Mexico, Navajo Nation, Peru, Rwanda, Sierra Leone, United States), where it provides direct care to millions of patients, through public facilities and community engagement.
Partners In Health (PIH) is committed to the fundamental principle of equal opportunity and equal treatment for every prospective and current employee. It is the policy of PIH not to discriminate on the basis of race, color, national or ethnic origin, ancestry, age, religion, creed, disability, sex and gender, sexual orientation, gender identity and/or expression, military or veteran status, or any other characteristic protected under applicable federal, state or local law. PIH works in and with a number of governments in and outside the U.S., and to the extent applicable, this statement is intended to incorporate the prohibition of any unlawful discrimination covered by applicable laws in such countries, states and municipalities.
Partners In Health participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.