Planned Giving Program Specialist
Core
Operations coordinator for Planned Giving and Philanthropic Strategies, designing operational frameworks for complex asset gifts and managing cross-functional projects.
Role type
Senior operations specialist (planned giving)
Builds
Operational frameworks, standard operating procedures (SOPs), and funding proposals for university advancement.
Domain
Higher education fundraising and asset management
Required skills
Project management, workflow design, policy creation, enterprise system navigation, stakeholder management, financial auditing, stock liquidation tracking, CRM utilization, technical agility
Preferred skills
Paralegal experience, business operations background, management consulting experience, agency project management experience, CRM system management
Technologies
Google Workspace, Workday, Asana, Monday.com, Trello, Jira, AirTable
Responsibilities
Design and implement operational frameworks for accepting complex asset gifts; create workflows, policies, and SOPs from scratch; manage cross-functional projects across university departments; audit invoices and track stock liquidation windows; collaborate with executives and fundraising officers to meet deadlines.
Seniority
Mid-level, hands-on IC