Estate and Planned Giving Manager
Estate and Planned Giving Manager
Posted on :
09-07-2025
Employer Active
1 Vacancy
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Monthly Salary
$ 80000 - 90000
Vacancy
1 Vacancy
Posted on :
09-07-2025
Job Description
Who We Are:
At TPL were a team of outdoor advocates who believe in connecting everyone to the outdoors. As an ethos we believe access to the outdoors is a fundamental human need and essential to our health and well-being. Were committed to creating more places that bring us outsideparks trails playgrounds and public landsand making them available and welcoming to everyone everywhere regardless of ZIP code. We also understand that land has meaning; it tells the story of our history. Thats why through our Black History and Culture initiativewere working to preserve sites that more fully represent the Black American experience; and were an ally and partner to Tribal and Indigenous communities working in partnership to reconnect them with their ancestral lands.
One hundred million people including 28 million children dont have nearby access to a park within ten minutes of their home. Were determined to change this outdoor equity gapand as a result nine million people and counting now have access because of our work. We have miles to go and a plan to get there. Were inclusive change-makers who believe in connecting everyone to the outdoors. We inspire by paving the way forward and strengthening our connection to nature. Join us!
For over 50 years Trust for Public Land has been working tirelessly towards our vision that every individual should have close-to-home access to the benefits of nature. In todays world our land-for-people solutions are even more relevant than ever. Quality parks and natural spaces are a fundamental requirement for sustaining healthy equitable communities that are resilient and prepared for change. Parks and public lands connect us to each other and to the outdoors. As we enter our fifth decade we have much to celebrate and even more promising work to pursue. We are a vibrant organization with a new CEO and a new strategic plan that builds on our success. Join us to become part of a growing and forward-thinking team focused on growing our philanthropic partnerships to ensure healthy livable communities for generations to come.
- Patricia Watson Chief Advancement Officer
Position Summary:
Reporting to the Director of Planned Giving the Estate & Planned Giving Manager (Manager) actively manages the estate administration process as well as maintaining the data integrity information flow reporting and tracking functions of a comprehensive and mature planned giving program.
Utilizing a team approach the Manager serves as a technical partner to planned giving finance and gift processing staff when working with prospects/donors and their professional advisors to generate planned gifts that achieve the donors objectives as well as securing the future financial success of the organization.
Essential Functions:
Estate Administration ( 40%)
With oversight from the Director of Planned Giving the Manager is responsible for the day-to-day estate administration process for routine gifts and realized distributions. The Manager:
At TPL were a team of outdoor advocates who believe in connecting everyone to the outdoors. As an ethos we believe access to the outdoors is a fundamental human need and essential to our health and well-being. Were committed to creating more places that bring us outsideparks trails playgrounds and public landsand making them available and welcoming to everyone everywhere regardless of ZIP code. We also understand that land has meaning; it tells the story of our history. Thats why through our Black History and Culture initiativewere working to preserve sites that more fully represent the Black American experience; and were an ally and partner to Tribal and Indigenous communities working in partnership to reconnect them with their ancestral lands.
One hundred million people including 28 million children dont have nearby access to a park within ten minutes of their home. Were determined to change this outdoor equity gapand as a result nine million people and counting now have access because of our work. We have miles to go and a plan to get there. Were inclusive change-makers who believe in connecting everyone to the outdoors. We inspire by paving the way forward and strengthening our connection to nature. Join us!
For over 50 years Trust for Public Land has been working tirelessly towards our vision that every individual should have close-to-home access to the benefits of nature. In todays world our land-for-people solutions are even more relevant than ever. Quality parks and natural spaces are a fundamental requirement for sustaining healthy equitable communities that are resilient and prepared for change. Parks and public lands connect us to each other and to the outdoors. As we enter our fifth decade we have much to celebrate and even more promising work to pursue. We are a vibrant organization with a new CEO and a new strategic plan that builds on our success. Join us to become part of a growing and forward-thinking team focused on growing our philanthropic partnerships to ensure healthy livable communities for generations to come.
- Patricia Watson Chief Advancement Officer
Position Summary:
Reporting to the Director of Planned Giving the Estate & Planned Giving Manager (Manager) actively manages the estate administration process as well as maintaining the data integrity information flow reporting and tracking functions of a comprehensive and mature planned giving program.
Utilizing a team approach the Manager serves as a technical partner to planned giving finance and gift processing staff when working with prospects/donors and their professional advisors to generate planned gifts that achieve the donors objectives as well as securing the future financial success of the organization.
Essential Functions:
Estate Administration ( 40%)
With oversight from the Director of Planned Giving the Manager is responsible for the day-to-day estate administration process for routine gifts and realized distributions. The Manager:
- Partners with The Trust for Public Lands Finance Department and with Kaspick the company that administers Trust for Public Lands Life Income Program in ensuring seamless distributions of remainder interests to fund TPL priorities
- Tracks open estates and facilitates paperwork necessary to distribute funds in accordance with donors philanthropic wishes and TPL policies
- Communicates regularly and effectively with personal representatives and others involved in the administration of the donors estates
- Drafts routine correspondence related to estate administration for the Directors signature.
- Ensures compliance with TPL policies and procedures and external (donor/legal/IRS) requirements; remains alert to ethical compliance issues or matters that need to be escalated to the Directors attention.
Within the Office of Planned Giving (60%)
- Acts as the first point of contact for the Office of Planned Giving and as the Office Manager
- Effectively manages the tracking and capture of planned giving collaborative workflow critical to the efficient processing of new and realized planned gifts through the use of Airtable project management system and Clearview our CRM
- Responsible for tracking and generating routine reports that benchmark to planned giving program metrics
- Responsible for generating donor acknowledgment & receipts for new and realized planned gifts
- The Manager serves as a point of contact with TIAA Kaspick the financial institution that manages Trust for Public Lands life income gifts and provides donor information as required.
- Develops and maintains strong collaborative working relationships within the Philanthropy Department and with all levels of staff across departments within Trust for Public Land
- Demonstrates basic knowledge of charitable gift planning concepts. Through coursework professional development and other sources the Manager will remain current on emerging trends and in technical knowledge in the area.
Qualifications:
- Minimum of 3-5 years direct experience in planned giving estate & trust administration for a 501(c)(3) nonprofit organization preferred. Experience in a related field (such as paralegal in estates and trusts law firm or within the trusts department of a financial institution or within the finance office of non-profit) will be favorably considered.
- Demonstrated track record of consistently accurate work product with a high level of attention to detail
- Working knowledge and familiarity with planned giving concepts and the various vehicles including bequests beneficiary designations charitable gift annuities and charitable remainder trusts
- Excellent verbal and written communication skills
- Self-motivated individual with demonstrated ability to work independently and as part of a team
- Ability to perform successfully and thrive within a geographically remote reporting structure
- Ability to inspire motivate and marshal institutional resources
- Proficiency with learning and utilizing various operating systems such as Word Excel PowerPoint Microsoft Teams PG Calc or Crescendo and familiarity with one or more CRM tracking systems
- Bachelors degree preferred
- Commitment to TPLs mission of connecting everyone to the outdoors
- Strong commitment to TPLs shared values (Belonging Creativity Collaboration Impact and Hope) to effectively work across the organization.
Compensation:
Trust for Public Land is a hybrid work environment and this role will ideally be located near a Trust for Public Land office in Atlanta GA; Washington DC; or New York City. Estates & Planned Giving Manager will be expected to work a 3/2 schedule (3 days from home office and 2 days in a TPL Office DC NY ATL) As a full-time employee you will be eligible for the Trust for Public Lands comprehensive benefits program which includes medical dental and vision insurance vacation and sick pay plus holidays a year end office closure and a 403(b)-retirement plan currently with up to a 7% company match. We offer competitive salaries commensurate with experience; the anticipated hiring range for this position is $80000-90000. In addition Trust for Public Land offers locality pay to eligible regular employees in select geographic areas.
Trust for Public Lands active goal is to be an inclusive and equitable place to work and build community. As the organization actively works to eliminate racial and other disparities it welcomes candidates with diverse backgrounds and/or multicultural skillsets. We are open to the possibility that a great candidate for this job may not precisely meet all the above criteria; if you believe you are the right person for this job and can persuasively make that case we encourage you to apply.
Trust for Public Land is a hybrid work environment and this role will ideally be located near a Trust for Public Land office in Atlanta GA; Washington DC; or New York City. Estates & Planned Giving Manager will be expected to work a 3/2 schedule (3 days from home office and 2 days in a TPL Office DC NY ATL) As a full-time employee you will be eligible for the Trust for Public Lands comprehensive benefits program which includes medical dental and vision insurance vacation and sick pay plus holidays a year end office closure and a 403(b)-retirement plan currently with up to a 7% company match. We offer competitive salaries commensurate with experience; the anticipated hiring range for this position is $80000-90000. In addition Trust for Public Land offers locality pay to eligible regular employees in select geographic areas.
Trust for Public Lands active goal is to be an inclusive and equitable place to work and build community. As the organization actively works to eliminate racial and other disparities it welcomes candidates with diverse backgrounds and/or multicultural skillsets. We are open to the possibility that a great candidate for this job may not precisely meet all the above criteria; if you believe you are the right person for this job and can persuasively make that case we encourage you to apply.
Experience:
Manager
Employment Type
Full Time
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