Charitable estate gifts are administered by a Senior Officer in Toronto, using probate knowledge, financial analysis, and accurate 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.