SUMMARY DESCRIPTION

Manage new and existing planned gifts and generate revenue from the settlement of matured estates resulting in current and future financial support for Colorado College through bequests, estate planning, gift annuities, trusts and/or other assets.

 

RESPONSIBILITIES 

Settlement Duties:

  • Maintain current information on beneficiaries and their changing needs and circumstances.
  • Manage daily needs of probate and estate settlement trust administration in accordance with Colorado College guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts.
  • Research various laws including statutory requirements, probate rules, and court requirements and apply knowledge of these laws to our unique circumstances.
  • In conjunction with the Gift Planning Director, facilitate communication between outside attorneys and advisors; and internal constituents in gift planning, finance and other Advancement personal.
  • Contribute to a dynamic, creative and energetic team environment.

 

Field Duties:

  • Cultivate, upgrade and steward a portfolio of undocumented but known Barnes Legacy Society members; while working closely with Major Gift Officers, Regional Engagement Officers, external consultants, and others in the Advancement division to analyze data to develop individual and joint cultivation and closing strategies.
  • Actively cultivate relationships with advisors.
  • Oversee Fifty Year Club events, and subsequent cultivation plans in order to recruit new Barnes Legacy Society members, and assist various staff in Advancement with reunion planning.
  • Engage and cultivate prospects for current and future gifts which may include travel throughout Colorado and outlying areas in the US as assigned.

 

  • Support and actively contribute to the goal of achieving greater diversity, inclusion and equity at Colorado College and works effectively with all members of the campus community.
  • Promote a culture of safety and environmental protection by working in a safe manner; immediately reporting unsafe situations and accidents; following college procedures; and participating in appropriate safety training.
  • Demonstrate environmental sustainability by using college resources wisely and supporting the college’s sustainability initiatives and innovation.
  • Perform other duties as assigned.

 

REQUIRED QUALIFICATIONS

Bachelor’s degree plus a minimum of three years of trust and estate administration experience or related legal or financial services experience; knowledge of trust administration principles, estate planning principles, regulations and applicable laws, probate procedures, tax planning and wealth-transfer strategies; ability to work in team-based environment, delegate work appropriately, and lead meetings effectively.

 

PREFERRED QUALIFICATIONS

Alumna/Alumnus of Colorado College; relevant industry certifications or advanced degrees.

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