Planned Giving and Estate and Trust Duties: Support and assist Planned Giving Program Manager; accountable for thorough follow-up and completion of all assigned and position-related tasks; Assist with the incorporation of the Planned Giving Program into the Department of Philanthropic Planning; Maintain and review bequest files for follow-up and to ensure that legal documents received by SRF are valid; Assist with and expand outreach to SRF membership; Communicate with U.S. SRF members who inquire about making bequests or gifts to SRF, including bequests within estate plans, beneficiary-designating SRF on financial accounts, life insurance, etc., donations of appreciated securities, real property or Qualified Charitable D