Emily Novak Preston
Manager, Estates & Trusts at Environmental Defense Fund
- Role
- Manager, Estates & Trusts at Environmental Defense Fund
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Emily Novak Preston
Develops Relationships. Delivers Results. Demonstrates innovation.
Experience
Manager, Estates & Trusts
Apr 2023 — Present · New York, NY, US
I manage EDF\'s open estates and trusts, as well as our charitable gift annuity program. I administer and oversee our open estates and life-income gifts to ensure timely collection of bequests. I ensure our organization remains compliant with issuing charitable gift annuities by overseeing our client-relationship with State Street Global Advisors and PG Calc and submitting our annual filings and reports.Database and software knowledge: Salesforce (NPSP), PGM Anywhere (PGCalc), DocuSign, LexisNexis
Education
University of St. Thomas
BA, Biology, Spanish
2004 — 2008
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