Legal Counsel - Bequests and Planned Giving Director

The Wounded Warrior Project (WWP) Legal Counsel - Bequests and Planned Giving Director oversees bequest-related matters for WWP including providing advice and guidance to WWP leadership, managing the bequests team, providing guidance on the WWP Long-Term Support Trust (LTST), and ensuring all bequest case files, information, reports and other documents are completed accurately.

Essential Duties:

• Serve as the principal point of contact for bequests matters for the organization.
• Lead and manage a team of paralegals and legal professionals responsible for handling all bequest matters for the organization.
• Provide legal advice regarding planned giving to WWP’s Major Gifts and Resource Development teams.
• Manage bequest-related legal and financial notices, correspondence, and litigation.
• Coordinate with multiple stakeholders, including Major Gifts, Resource Development, Accounting, Finance, outside counsel, financial advisors, and trustees and personal representatives as needed.
• Oversee and manage the maintenance of bequest case files and correspondence records.
• Ensure all necessary information, materials, reports, and other documents are complete and accurate bequest records are collected and maintained.
• Draft, review, and revise correspondence, waivers, and releases related to bequest files.
• Perform research on bequest and planned-giving topics.
• Collaborate to prepare and present bequest training and education.
• Oversee and maintain systems which safeguard confidential company information and personally identifying information.
• Provide guidance on LTST, including providing legal advice on services offered by LTST.
• Provide legal advice and guidance on other legal issues such as contract reviews, as needed to support the overall legal department.
• Other duties as assigned.