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 qualified 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 (Toronto)
🏢 St. Michael's Hospital
📍 Toronto