Director of Trust and Estate Administration

About the Role

The Director of Trust and Estate Administration provides leadership for the administration of the university's gift planning effort, reporting to the Assistant Vice President for Gift Planning. The Director is responsible for planning, implementing, and managing efforts that provide outstanding customer service to donors funding life income gifts and gifts of complex assets, and that support the efforts of gift planning officers to secure new gifts.

Key Responsibilities

• Monitor the program's interests in matured estates and trusts, working in close coordination with the Virginia Tech Foundation
• Support the Foundation's efforts to protect its interests in such gifts
• Work with the Foundation to support its efforts to monitor its interests in all life income gifts (including those it does not administer) and in other non-cash gifts
• Support the Foundation's efforts to administer the Virginia Tech Foundation Donor-advised Fund

Required Qualifications

• Master's or bachelor's degree with significant related experience
• Related experience includes trusts and estate law practice or accounting practice, risk management, wealth management, or charitable gift planning
• Demonstrated capacity to attain sufficient knowledge of legal, estate, tax, financial, and gift planning concepts
• Demonstrated strong communication, organizational, analytical and interpersonal skills
• Demonstrated ability to lead a team within a multifaceted organization requiring collaboration, teamwork, and communication
• Ability and willingness for regional and national travel when required, utilizing standard, commercial, and/or personal modes of transportation
• Ability to work nights and weekends, and participate in college or university programs when possible
• Safe driving record

Preferred Qualifications

• Virginia Tech knowledge or experience in regard to its history, operations, current priorities and alumni
• Demonstrated fundraising or volunteer experience at a large university or other large charitable organization
• Demonstrated significant related experience, which includes trusts and estate law practice or accounting practice, wealth management, or charitable gift planning
• JD degree or a CPA designation

Pay & Schedule

• Salary: $110,000 to $120,000
• Hours per week: 40+
• Overtime Status: Exempt (not eligible for overtime)
• Uncommon Work Schedule – Rotating Shifts, Weekend, Nights