Open Monday - Friday 8 AM-6 PM
Gift Planning Coordinator
Part-time temporary employee to assist its Office of Gift Planning with the administration of estate and life-income gifts. The role will include working with attorneys, trustees, financial institutions, executors, and other external and internal stakeholders to ensure the timely receipt and acknowledgement of estate and trust distributions to the university. The position will require proactive monitoring of pending estate distributions, trouble shooting, management of the estate administration filing system, and entry of gift information into the departmental database.
Other work will include assisting the Executive Director of Gift Planning in managing the university's various state registrations to solicit charitable donations and charitable gift annuities, as well as overseeing transactions, correspondence and other duties related to creation and termination of gift annuities with bank of record for charitable asset management. Correspondence and phone interaction with donors will be occasionally required to assist with problem solving and other matters. General data entry and tracking, as well as providing assistance to the Executive Director on office procedural matters, will be required from time to time.
Financial or legal background, such as bookkeeping or paralegal, preferred. Experience in gift planning at an educational institution, hospital or not-for-profit organization preferred - applicable experience may be considered. Mature, highly motivated and able to work both independently and collaboratively as part of a team. Ability to organize and prioritize, with effective time management skills. Background or understanding of gift, estate and financial planning is desired. Ability to deal with confidential materials with discretion is required. Fully functional in Microsoft Office tools and entering information and producing reports from a database.
Please send qualified resumes to firstname.lastname@example.org