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United States District Court Western District of Virginia

Roanoke / Charlottesville, Virginia

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Planned Gifts Administrator
Position SummaryManages all administrative, organizational, and monitoring aspects of life income gifts, expected bequest, estate gifts and state solicitations. Essential Duties- Manages all administrative aspects of life income gifts (CGA’s and Charitable Trusts), expected bequest gifts (Revocable and Irrevocable) and Estate gifts (matured bequests).  - Receives and processes stock gifts transferred electronically, by certificate, or otherwise including using IRS approved methods to determine the value of gifts received and communicates value to all appropriate individuals and databases. - Assists fundraisers with planned gift proposals using planned giving software and/or preparing and/or sending accurate proposals digit


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