Trust and Gift Administrator

Description DEPARTMENT: Gift Services POSITION TITLE: Trust and Gift Administrator STATUS: Full-Time, Exempt SALARY RANGE: $72,000 - $75,000 THE SALVATION ARMY MISSION The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination. POSITION SUMMARY Execute all phases of gift processing relating to charitable remainder trusts, charitable gift annuities, outright gifts, endowments, payable-on-death gifts and donor advised fund gifts, including complex gift calculations and valuations. Transfer and liquidate real estate, life insurance contracts, mineral interests, stocks, bonds, mutual funds, cryptocurrency, and other assets donated to The Salvation Army. Provide support to the Gift Services Department to help ensure that the needs of all clients are served. EDUCATION AND WORK EXPERIENCE: u2022 Minimum of five (5) years of experience in one or more of the following fields: Finance, Banking, or Legalu2022 Five years of general office experienceu2022 Bacheloru2019s Degree in a business-related field preferred KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: u2022 Excellent oral and written communication skills including spelling and grammar.u2022 Must possess good analytical skills.u2022 Ability to draft correspondence and communicate complex issues.u2022 Demonstrated ability to solve problems and to negotiate with public and private entities.u2022 Must be detail oriented with the ability to produce accurate and complete work. u2022 Excellent customer service skills and mindset.u2022 Ability to work effectively as a team member.u2022 Working knowledge of basic accounting methods and procedures.u2022 Proven ability to work with limited direction. u2022 Ability to think independently and make decisions using sound and logical judgment. u2022 Ability to work in a fast-paced environment and maintain poise under pressure.u2022 Ability to manage workload effectively, includes planning, organizing, setting reasonable priorities and meeting deadlines.u2022 Ability to research and perform due diligence.u2022 General knowledge of business protocols.u2022 Ability and willingness to keep information confidential.u2022 Proficiency in Microsoft Word, Microsoft Excel, Microsoft Access, Power Point is desirable. u2022 Ability and willingness to learn new software programs and databases. ESSENTIAL DUTIES AND RESPONSIBILITIES: Execute and Process all Charitable Gift Annuities and Charitable Remainder Trusts u2022 Review gift annuity and charitable remainder trust applications and disclosures for completeness and accuracy. Initiate gift set up with TIAA Kaspick.u2022 Receive funding assets and ensure efficient asset transfer to financial custodian.u2022 Transfer, value and liquidate all non-liquid funding assets such as real property, stocks, bonds, mutual funds, cryptocurrency, and other assets.u2022 Communicate with Directors of Gift Planning and/or advisors to resolve outstanding issues and questions.u2022 Using software such as Crescendo or PG Calc, to perform gift calculations to determine payments, charitable tax deductions, etc.u2022 Create gift agreements. u2022 Using charitable remainder trust agreements and other gift agreements, initiate appropriate correspondence to all parties as required, including donors, beneficiaries, Director of Gift Planning, custodian, brokers, mutual fund companies and advisors.u2022 Obtain charitable remainder distribution amounts from TIAA Kaspick on all gift annuities and charitable remainder trusts and provide required information for the withdrawal and distribution of charitable contract remainder funds. Execute and Process all Outright Gifts Payable-On-Death Gifts, Endowments and DAFs u2022 Manage the transfer and redemption of securities, ensuring the timeliness of the transactions.u2022 Monitor divisional UBS brokerage accounts daily activity and ensure the timely sale and valuation of securities. u2022 Work with external vendors in the liquidation of assets gifted to The Salvation Army.u2022 Collect information from various sources (field staff, trustees, executors, title companies, real estate brokers, financial institutions, appraisers, etc.) and analyze information to determine market value, environmental issues, etc.u2022 Obtain Brokeru2019s Market Analysis and research title and cure title defects as necessary, coordinating with title companies and county, state and federal agencies.u2022 Draft Gift Services Committee (GSC) and Property Council (PC) agenda items for review and acceptance and liquidation of assets.u2022 Oversee transfer of assets, including the drafting of required legal documents, tax forms, change of ownership, recording of deeds, conveyances, title insurance and insurance procurement as necessary. u2022 For PCu2019s consideration, assist with the review of listing and purchase and sale agreements, counter offers and oversee escrow process through closing, including examination of escrow instructions for accuracy and legal review. u2022 Responsible for managing income and expenses of all real estate assets, including promissory notes secured by deeds of trust.u2022 Responsible for database input and data integrity pertaining to all outright and payable-on-death gifts.u2022 Responsible for maintaining accurate and timely donor information in database systems as it pertains to outright gifts. Execute and Process Gift Terminations, Revocations and Distribution of Funds u2022 Provide accurate and timely information to TIAA Kaspick on all gift terminations.u2022 Initiate communication verbally or in writing, with all parties as required including donors, Planned Giving Directors, appropriate divisional staff, and advisors on all gift terminations.u2022 Recover overpayments as necessary from decedentu2019s estate.u2022 Provide date of death valuations to financial advisors, executors, etc. as required.u2022 Re-calculate charitable deduction in a timely fashion to meet tax deadlines.u2022 Process revised 1099u2019s.u2022 Prepare distribution correspondence and reports to the GSC and Board of Directors (BOD) to facilitate the withdrawal and distribution of funds from the Gift Annuity Pool account and charitable remainder trust accounts. Other Duties u2022 Handle the listing and sale of real estate including the creation of agenda items for the GSC and BOD.u2022 Assist with the preparation and review of quarterly and annual filings with the Department of Insurance.u2022 Answer incoming phone calls from donors, field personnel and advisors and determine the most appropriate resolution.u2022 Respond to donor and client inquiries and perform research as necessary.u2022 Enter and maintain accurate and up to date information on all gifts in the Access database and the Gift and Estate Management System (GEMS). u2022 Enter all gift processing tasks in GEMS database to ensure timely follow up.u2022 Produce and assist in developing accurate, timely and effective reports as required.u2022 Draft correspondence as requested.u2022 Assist in the development of policies and procedures related to gift processing.u2022 Serve as back-up to others in the Gift Services Department as necessary.u2022 Perform other special projects and administrative functions as requested.u2022 Other duties as assigned. PHYSICAL REQUIREMENTS: Qualified individuals must be able to perform the essential duties of the position with or without accommodation. A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests as long as the accommodation needed is reasonable and no undue hardship would result. u2022 Ability to sit, walk, stand, bend, squat, climb, kneel, and twist on an intermittent or continuous basis.u2022 Ability to grasp, push, pull objects such as files, file cabinet drawers, and reach overhead.u2022 Ability to operate telephone.u2022 Ability to operate a desktop or laptop computer.u2022 Ability to lift up to 25 lbs. (usually file boxes). REPORTS TO: DIRECTOR OF OPERATIONS & ADMINISTRATION Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights ( notice from the Department of Labor.

Created: 2025-10-04