Director, Estate Gifts Compliance

The Director leads the administration and oversight of estate gifts and serves as subject matter expert on estate gift compliance for Fidelity Charitable. The position partners closely with a cross-functional team to support gift and asset acceptance, due diligence and administration for estate gifts. The Director will engage with internal stakeholders, outside counsel, financial advisors, to ensure gifts are structured, documented, and managed effectively. The Director partners with business teams to develop a robust estate gift due diligence and administrative program. The Director will also provide guidance on complex charitable giving, leading and supporting initiative to create or enhance processes, strengthen controls and mitigate risk, while ensuring ongoing compliance with applicable policies and regulations.

Responsibilities

Leads the administration and oversight of estate gifts; Serves as subject matter expert on estate gift compliance for Fidelity Charitable; Partners with a cross-functional team to support gift and asset acceptance, due diligence and administration for estate gifts; Engages with internal stakeholders, outside counsel, and financial advisors to ensure gifts are structured, documented, and managed effectively; Provides administrative oversight for all estate administration activities including trust and estate files, probate and legal actions; Interfaces with attorneys, executors and personal representatives to effectively administer estate gifts; Advises on planned gifts, including wills, trusts, retirement accounts and split interest gifts; Identifies and implements process improvements related to estate gift intake, diligence, administration, and oversight; Translates complex regulatory requirements into clear, actionable guidance for business partners

Requirements

Bachelor’s degree in a business-related or technical discipline; 8 plus years of trust administration, planned giving or gift administration experience; A strong understanding of the nonprofit sector and donor-advised funds; Ability to interface and build working relationships with a variety of internal and external stakeholders including trusts and estates attorneys and financial advisors as needed; Strong project management skills, with the ability to lead meetings and influence outcomes without formal authority; Analytical mindset with a focus on continuous improvement; Exceptional organizational, planning, and time management skills; Strong written and oral communication, and presentation skills, with the ability to clearly explain and address complex issues and present effective solutions to diverse stakeholders

Nice to have

Juris Doctor preferred