Planned Giving Coordinator

Job Summary

Supporting the Planned Giving team, the full-time Planned Giving Coordinator will manage administrative, data-related, and communication tasks in a hybrid work environment based in New York City, ensuring timely responses to inquiries and processing planned gift distributions.

Key Responsibilities

• Scan and upload incoming mail, respond to inquiries, and forward leads to appropriate team members
• Perform administrative tasks, including processing invoices, scheduling meetings, and managing team communications
• Assist in tracking open estates and managing the charitable gift annuity agreement process

Required Qualifications

• Associate's degree or equivalent in a relevant field with at least 3 years of Development, office, or customer service experience
• Planned Giving experience is a distinct asset
• Proficiency with Microsoft Suite, especially Excel, and experience with fundraising databases, preferably Salesforce
• Strong organizational skills and ability to handle multiple tasks simultaneously
• Demonstrated self-awareness and ability to work with diverse cultures and backgrounds