Coordinator Gift Planning

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Coordinator, Gift Planning
Duties: Reporting to the Executive Director of Gift Planning, oversees estate and life-income gift administration, University compliance with state charitable solicitation regulations, and other administrative functions for the Office of Gift Planning. Will be responsible for proactively managing the University’s pipeline of realized estates, life insurance policies, and life-income gifts, ensuring that the University receives remainder gifts in a timely manner, donor gift designations are honored, and all recording keeping is in order. Will work with the University’s custodial bank for charitable assets to serve and steward the University’s life-income gift donors. Will support and coordinate the Gift Planning Office’s day-to-day administrative functions and will assist the two Gift Planning Associate Directors in their respective roles overseeing the University’s gift compliance and gift agreement programs. Performs other duties as assigned.

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