About City of Hope
City of Hope, an innovative biomedical research, treatment and educational institution with over 6000 employees, is dedicated to the prevention and cure of cancer and other life-threatening diseases and guided by a compassionate, patient-centered philosophy.
Founded in 1913 and headquartered in Duarte, California, City of Hope is a remarkable non-profit institution, where compassion and advanced care go hand-in-hand with excellence in clinical and scientific research. City of Hope is a National Cancer Institute designated Comprehensive Cancer Center and a founding member of the National Comprehensive Cancer Network, an alliance of the nation's leading cancer centers that develops and institutes standards of care for cancer treatment.
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Position Summary:
About City of Hope
Focused on eliminating cancer, diabetes and other life-threatening illnesses, City of Hope has established itself as a world-class leader in transforming the future of health. Raising the philanthropic resources to fuel its leading-edge research, its exceptional and compassionate clinical care, and its advancement of biomedical education and training, is a vital component of City of Hope's model of success.
Our Mission:
City of Hope is transforming the future of health. Every day we turn science into practical benefit. We turn hope into reality. We accomplish this through exquisite care, innovative research and vital education focused on eliminating cancer and diabetes.
City of Hope's Commitment to Diversity, Equity and Inclusion:
City of Hope's diversity, equity and inclusion strategy aims to formulate a policy and systems-focused approach that addresses social determinants of health and responds to implicit bias and structural racism. Since its inception more than a century ago, City of Hope has been dedicated to providing equitable treatment to all the people we serve. This focus on inclusion is the cornerstone of our Diversity, Equity & Inclusion (DEI) strategy and reflects our commitment to those founding principles. Our mission, "to infuse DEI into the DNA at City of Hope," will serve as our north star and help ensure the tenets of diversity, equity and inclusion are an integral part of our day-to-day engagement with each other, our patients, their families and caregivers, and our broader community.
Office of Philanthropy Vision Statement:
Philanthropy is at the heart of City of Hope's mission in turning "hope into reality." We offer an extraordinary donor and volunteer experience, one that invites, delights, and deepens relationships over time. City of Hope Philanthropy is one of a handful of premiere, exceptionally-regarded, and top-producing programs in the country.
Recruiting and developing exceptionally talented team members are hallmarks of the Office of Philanthropy. We demonstrate our commitment to our people through continuous learning and development opportunities and aim to foster an environment where each individual can thrive, personally and professionally. We increase the effectiveness of our team through transparency and accountability, building trust within teams; celebrating diversity and inclusion; enhancing team communications and removing roadblocks to maximize activation.
Key Responsibilities include:
- Facilitates, maintains, and monitors files for donations from estates, trusts, and non-probate gifts. This includes creating and updating constituent records in the CRM donor database system, tracking bequests using a tickler, and keeping organized electronic files.
- Maintains contact and correspondence with attorneys, executors/trustees, courts, accountants, family members, and friends throughout the estate and trust administration processed.
- Independently reviews estate and trust documents, including wills, trusts, beneficiary designations, inventories, and accountings to ensure that City of Hope's interest as a beneficiary is protected. documentation, inventories and accountings, estimating gift. If necessary, prepare pleadings for court filing (request for special notice, creditor's claim).
- Processes checks for bequests (including credit if auxiliary related) and honors donor intent by designating the gift according to the terms of the will or trust.
- Process non-cash bequest donations (stocks, treasuries, bonds, notes etc.) Collaborate with Treasury to determine whether City of Hope can accept the in-kind transfers, which includes obtaining and providing information for securities to be transferred following up on the transfer, and processing the payment after liquidation. Coordinate with Treasury on receiving and liquidating inherited IRAs.
- Assist the Senior Executive Director Estate Administration with bequest budget projections. This includes monthly review of expected estate settlement activity, quarterly reporting with Corporate Accounting, and annual budget review and reporting.
- In collaboration with the Senior Executive Director Estate Administration, and Office of General Counsel if needed, review receipts, releases, waives, and other legal documents that require City of Hope's signatures.
- Partners with the Office of Philanthropy colleagues when appropriate to coordinate donor recognition when appropriate
- When necessary, work with the Senior Executive Director Estate Administration and the Office of General Counsel on more complex legal matters, including will contests and other disputes where retaining external counsel may be needed.
- Coordinate sale of items (real property, personal property, securities, etc.). Work closely with Corporate Real Estate Department on acceptance of real property, limited partnerships, and oil interests.
Basic education, experience and skills required for consideration:
- Certificate in Paralegal Studies or equivalent experience may substitute. College degree desirable or equivalent work experience/training combination.
- 5 years experience in legal environment with probate specialization or estate administration experience.
City of Hope is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with disability.
- Posting Date: Dec 20, 2021
- Job Field: Philanthropy
- Employee Status: Regular
- Shift: Day Job