Gift Planning Associate
Core
Administrative and program support for Gift Planning Fundraisers, focusing on producing gift calculations, drafting donor correspondence, and recording planned gifts.
Role type
Administrative Associate (Gift Planning)
Builds
Donor correspondence, gift records, and financial calculations for planned gift vehicles.
Domain
Non-profit / Conservation / Planned Giving
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
business writing, editing, proofreading, data analysis, database management, relationship building, financial calculations
Preferred skills
knowledge of planned gift vehicles (bequests, charitable gift annuities, trusts), CRM system proficiency
Technologies
fundraising management systems, CRM
Responsibilities
drafting correspondence and acknowledgements, performing financial calculations, processing and recording planned gifts, generating donor reports, assisting with asset transfers, providing program information to prospects and donors
Seniority
Mid-level, individual contributor