Paralegal, Planned Giving Bequest Administration Specialist

Paralegal, Planned Giving Bequest Administration Specialist

The Planned Giving Bequest Administration Specialist plays a key role in ensuring legacy gifts to the Moffitt Foundation are fulfilled accurately, efficiently, and in accordance with donor intent. Reporting to the Director of Planned Giving, the position manages administration of bequests and trust distributions and oversees the full administration of Moffitt’s Charitable Gift Annuity (CGA) program, including preparing CGA illustrations, coordinating with external vendors, ensuring timely payments, and overseeing proper closure and distribution.

The role also ensures compliance with state registration requirements and supports the Planned Giving team with administrative tasks and donor communications.

• Estate Administration:
  Serve as the Moffitt Foundation’s primary liaison to manage the bequest/estate administration process from first notification to receipt of final gifts, monitoring, reviewing, and processing legal documentation and trust statements.
• Record Keeping & Reporting:
  Maintain accurate donor data in both electronic database and physical files, run monthly reports of bequest gifts, and reconcile with Gift Services and Analytics Unit.
• Compliance:
  Conduct estate accounting audits, research property title and ownership, compile tax documents and public records, and advise general counsel on potential litigation issues.
• Charitable Gift Annuity Administration:
  Maintain compliance with state registration, create gift annuity contracts, calculate tax deductions and present values, and manage life expectancy calculations.
• Planned Giving Administration:
  Assist with donor communications, initial phone and email inquiries, coordinate planned giving events, and contribute to departmental operations such as invoices and expense reports.

• Bachelor’s degree in Philanthropy, Business, Accounting, Finance, Law, or related field.
• Minimum three (3) years of experience in planned giving, development, law, accounting, or equivalent, including review and processing of estate-related legal documents.
• Associate’s degree plus two (2) additional years of experience may substitute for a bachelor’s degree.
• Excellent verbal, written, and interpersonal communication skills.
• Demonstrated analytical and research skills with high accuracy and attention to detail.
• Proven ability to manage multiple tasks and deadlines.
• Proficient in Microsoft Office (Word, Outlook, Excel).
• Experience handling confidential information with professionalism and discretion.
• General knowledge of legal terminology and processes related to planned giving.
• Experience reviewing and processing legal documentation and communicating with legal professionals.

• 5-7 years of related experience in fundraising, planned giving, or similar.
• Paralegal or legal assistant certification.
• Knowledge of fundraising databases.
• Demonstrated knowledge of planned giving vehicles and associated tax & estate planning issues.
• Paralegal Certification.
• Estate Administration experience.
• Notary public certification or willingness to obtain.

Mid-Senior level

Full-time

Legal

Hospitals and Health Care