Planned Giving Specialist
Core
Administrative professional supporting the Office of Planned Giving to manage donor records, process life income gifts, and ensure accurate reporting for alumni and friends.
Role type
Administrative Specialist (Planned Giving)
Builds
Donor records, gift documentation, stewardship materials, and compliance reports
Domain
Higher Education / Non-profit Philanthropy
Deliverable
dashboards & analysis
Required skills
Donor record management, Life income contract preparation, Microsoft Office proficiency (Word, Excel, Outlook), Report generation, Travel coordination, Meeting material preparation
Preferred skills
Planned giving or educational development experience, Budget management knowledge, Policy/procedure updating experience
Responsibilities
Maintain prospect and donor records; Oversee preparation and tracking of life income gifts and tax forms; Process donation receipts and acknowledgement letters; Review and ensure accuracy of daily to annual reports; Prepare correspondence and stewardship mailings; Organize staff travel arrangements; Assist in scheduling and preparing materials for meetings and events.
Seniority
Mid-level, hands-on IC