Charitable estate gifts are administered by a Senior Officer in Toronto, using probate knowledge, financial analysis, and precise documentation practices.
At St. Michael's and Providence Foundation, the Senior Officer supports the Gift & Estate Planning team's estate portfolio. Working with the Director, the role builds trusted relationships with executors, families, lawyers, trustees, and advisors. It ensures gifts meet legal, regulatory, Foundation, and CRA requirements while supporting meaningful donor stewardship.
Key Responsibilities:
- Administer estate gifts from initial notification to distribution
- Facilitate timely coordination among beneficiaries and professional advisors
- Prepare estate analyses, revenue projections, and portfolio updates
- Coordinate executor, family, and professional advisor stewardship activities
- Improve procedures, templates, and estate administration best practices
Requirements:
- Three to five years of estate administration experience
- Experience reviewing estate accounts and probate documentation
- Familiarity with charitable receipting and CRA requirements
- Experience working with executors, trustees, and lawyers
- Sound judgment, discretion, accuracy, and problem-solving skills
Bring estate law knowledge, reporting capability, and thoughtful relationship management to charitable estate administration supporting healthcare communities.
Charitable Estate Gifts Officer in Toronto employer: St. Michael's Hospital
At St. Michael's Hospital Research Institute, we pride ourselves on fostering a collaborative and innovative work environment that empowers our employees to thrive. As a Project Manager I in our Research Facilities department, you will benefit from comprehensive professional development opportunities, a supportive team culture, and the chance to contribute to groundbreaking research initiatives in the heart of Toronto. Join us in making a meaningful impact while enjoying a competitive salary and a commitment to inclusivity and accessibility in the workplace.
