The National Trust solicits gifts of real estate of both historic and non-historic properties across the country through its philanthropic planned giving program. Those properties are subsequently sold by the National Trust with the proceeds used to further the work of the organization. In the case of gifts of historic properties, properties are usually sold with preservation protections in the form of preservation easements. The Senior Manager of Gifts of Real Estate will work closely with the Law and Development Divisions to manage the acceptance, marketing, and sale of these gifts. This job requires the ability to travel nationally up to 30% of the time to both urban and remote areas of the country.
Acceptance of Real Estate Gifts
Evaluate, through on-site inspection and background research, potential gifts of real estate, in terms of their financial value, physical condition, architectural and historic significance, character-defining features, and the feasibility and appropriateness of protecting the real estate using preservation/conservation easements;
Manage coordination of all due diligence necessary to assist the National Trust in making determinations regarding the acceptance of gifts of real estate, including environmental, archaeological, architectural, and structural assessments;
Prepare written descriptions and photographic documentation of prospective gifts of real estate;
Coordinate with in-house counsel to finalize acceptance and transfer of properties;
Manage the sale or other disposition of any personal property accompanying a gift of real estate;
Manage the transfer of utilities, lawn care, and other cyclical property management services; and
Manage buildings and grounds operations and maintenance of properties prior to selling them into new ownership, and in rare instances, manage onsite operations and maintenance staff.
Marketing of Real Estate Gifts
Identify appropriate contractors, and secure contracts for any necessary presale work to the property;
Prepare requests for proposals, identify appropriate realtors, and secure listing agreements to market properties;
Develop marketing materials for properties being sold subject to an easement; and
Work with real estate agents to confirm a basic understanding of easement language prior to the realtor engaging potential purchasers.
Sale of Real Estate Gifts
Manage relationship with realtors during the marketing of the property;
Manage ongoing buildings and grounds operations and maintenance of the property;
Coordinate the review of all offers with the Law and Development Divisions; and
Manage coordination of closings.
Coordination with Law and Development Divisions
Conduct regular meetings with the Law and Development Divisions to review the status of gifts of real estate in the acceptance, marketing, and sale phases;
Manage the National Trusts existing pipeline of real estate gifts (new gifts and previous gifts under the Gifts of Heritage program);
Work with the Development Division to target planned giving of real estate prospects and prepare proposals for prospective gifts of real estate;
Work with the Law Division on the calculation of easement endowments for property sold subject to an easement; and
Develop and manage budgets for accepted gifts and prepare accounting reports as needed.
At least 8 years of professional-level experience, including at least 3 years of demonstrable professional activity relating to real estate transactions.
Previous work in real estate, historic preservation, planning, or allied fields required.
Knowledge of existing gifts of real estate programs at other preservation or conservation organizations is a plus.
At least 3 years of experience managing large, cross-functional projects, preferably within a national level non-profit setting.
Knowledge of legal principles for the acceptance and sale of real estate and knowledge of conservation easements is strongly preferred.
Advanced analytical skills, problem solving (issue identification and prioritization) skills, communication and presentation skills are essential for this role, including experience responding to and engaging culturally diverse audiences.
Advanced project-management, team-management, and client-management skills. Ability to achieve results with limited supervision.
Experience working closely with other professional staff, as well as successfully managing key internal and external stakeholders and relationships, including those requiring confidentiality.
Ability to adapt and be flexible in a dynamic work environment, with ability to prioritize, multi-task efficiently and respond to a high volume of ongoing requests in a timely fashion.
Proficiency in Microsoft Word/Excel/Outlook/PowerPoint and Adobe Acrobat/Bridge, with proven ability to continually develop skills related to use of rapidly changing technology and communications best practices; demonstrated experience working with digital photography; familiarity with other software, including financial software and databases a plus.
Bachelor's degree (or equivalent years of experience). A concentration in real estate, historic preservation, or closely related field a plus. Master's degree in relevant field or equivalent experience a plus.