Manager, Estate Administration

How You’ll Contribute

The Advancement team cultivates, solicits, and stewards individuals, as well as foundation, government and corporate partners who invest in the Society to drive impact through science, technology, education, exploration, and storytelling. The team collaborates with Society teams – and often works closely with NGP / Disney – to build transformative and impact-driven strategic partnerships. The team also produces global events that deepen connections and leverage the Society’s power to convene, and directs robust annual, major and planned giving programs empowering the Society with a broad base of public support. Planned gifts enable National Geographic to add new dimensions to our research, conservation, exploration and education programs that result in real solutions to our most critical challenges.

Estate Administration (80%)

• Serve as the National Geographic Society’s primary liaison to manage the bequest / estate administration process from first notification to receipt of final gifts. Communicate with executors, attorneys, and financial institutions to make sure estates are proceeding in a timely manner and according to donor intent.
• Lead the monitoring, review, and processing of all legal documentation, trust statements, receipts, releases, claim forms and related materials for bequest distribution requirements and restrictions.
• Maintain and ensure data and donor information is accurate and up-to-date in both electronic database and physical hard file, while ensuring compliance with organizational procedures and financial and legal requirements.
• Manage planned giving acknowledgments, receipts and thank you notes to ensure that executors or family members are thanked on a timely basis.
• Interface with our internal finance department, internal and external counsel as well as donors, financial institutions, executors, accountants and probate attorneys.
• Serve as point person for matured charitable gift annuities, including communication with bank and donors’ next of kin.
• Maintain a tracking system and accurate reporting of open estates and receives gifts to communicate with department leadership on revenue pipeline. Analyze and report on the results and trends of estate distributions, providing strategic insights and recommendations to departmental leadership.
• Responsible for developing and implementing process improvements and best practices for estate administration to optimize efficiency and accuracy.

Planned Giving Administration (20%)

What You’ll Bring

Necessary Knowledge and Skills :

Legal and Diversity Statement

Candidates must be legally authorized to work in the United States. This position is not eligible for visa sponsorship.

We encourage you to apply even if your experience is not a 100% match with the position. We are looking for someone with relevant skills and experience, not a checklist that exactly matches the job description. We want to help you grow and in return, you help us grow into a stronger, more inclusive organization.

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