Estate Administrator

Estate Administrator - Join Our Big-Hearted Team

Are you ready to make a meaningful impact in a vibrant, compassionate community? Join our vibrant Foundation team at our Administration Offices in Surprise, AZ, as an Estate Administrator!

Your Mission: The Sun Health Foundation's Estate Administrator serves as a key team member responsible for providing administrative and programmatic support to the Foundation fundraising team. Special focus on tracking estate gifts as well as overseeing the Charitable Gift Annuity Program.

Why Choose Us?

• Great Place to Work: Sun Health has been certified as a Great Place to Work in 2021, 2022, and 2023.
• National Recognition: We secured a top 10 spot on the Fortune Best Workplaces for Aging Services™ list in 2020 and 2021.
• Platinum Award Winner: Our dedication to health and safety earned us Platinum awards from the Healthy Arizona Worksites Program in 2019, 2020, and 2021.

Key Responsibilities:

• Oversee the processing of planned gifts, realized bequests, and charitable gift annuities.
• Responsible for comprehensive management and oversight of multiple estates simultaneously, ensuring detailed records of estate progress are maintained and providing regular updates to senior leadership within the Sun Health Foundation (SHF). Collaboration with estate planning attorneys, trustees, financial advisors, and other professionals is essential for tracking the status of estate settlements and confirming the accuracy and completeness of all documentation.
• Manage charitable gift annuities to ensure that payments and distributions adhere to the terms outlined in the annuity contracts and engage in independent outreach efforts with professionals who advise clients on philanthropic giving to enhance support for SHF.
• Maintain sensitive and confidential documentation, including wills, trusts, and charitable gift agreements; prepare periodic reports on the progress of estate distributions and related matters for foundation leadership.
• Oversee and grow the Council of Professional Advisors by managing activities, presentations, and meetings; cultivate and solicit support from Professional Advisors and their clients and steward existing relationships; work independently in outreach efforts to other professional advisors who guide clients with philanthropic giving.
• Collaborate with Directors of Philanthropy and professional advisors to leverage opportunities for expanded blended gift proposals and to enhance the cultivation of planned giving prospects. Acting as the estate planning subject matter expert (SME); manage planned giving records in the foundation's CRM and Crescendo systems, ensuring proper documentation and database management.
• Establish and maintain both paper and electronic filing systems, draft donor communications, and oversee the development and dissemination of presentations. Keep printed and online resources for planned giving up-to-date and remain informed on estate and gifting techniques, tax law, and charitable trends to maintain compliance and efficiency within the foundation's practices.
• Provides all customers/audiences of Sun Health with an excellent service experience by constantly demonstrating Sun Health behaviors and values each day.

Your Qualifications:

• Bachelor's degree preferred.
• Experience in a related field such as administration, trust management, or probate law (legal or paralegal experience preferred) required.
• 2 years of direct estate planning experience, trust administration, program development and coordination or related experience preferred.
• Current or ability to obtain a Level 1 Fingerprint Clearance Card is required.
• Ability to travel in own vehicle, current Driver's license and auto insurance is required.
• Experience working closely with multiple stakeholders including donors and volunteers.
• Experience in outreach, networking, or business development within the legal, financial, or nonprofit sectors.

Team Member Benefits:

• Comprehensive health benefits (Medical, Dental & Vision).
• 401k with immediate vesting and up to 4% employer match.
• Tuition Reimbursement.
• Exclusive discounts through The Employee Network.
• Access to the Employee Association, supporting team members in need.

Equal Employment Opportunity: Sun Health is fully committed to equal employment opportunities and to attracting, retaining, developing, and promoting the most qualified employees without regard to their race, sex, color, religion, national origin, age, physical or mental disability, veteran status, or any other characteristic prohibited by state or local law. We provide a work environment free from discrimination and harassment, and where employees are treated with respect and dignity.

Join us and be a part of a community that cares for its residents and team members alike.

Apply today!

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://sunhealth.applicantpro.com/jobs/3673687-1010627.html