Temporary, Coordinator, Gift Planning

Temporary Coordinator role reports to the Senior Director‑Gift Planning in the Development Division. The Gift Planning program provides fundraising expertise and execution in the areas of realized bequests, trust and estate administration, life income gifts, and special gifts, resulting in excess of $35 million in annual revenue.

• The purpose of this temporary coordinator role is to assist the team with day‑to‑day work.
• Follow established protocols for correspondence, scanning, maintaining the database, and electronic document storage.

• The temporary coordinator will work side‑by‑side with several team members.
• Focus on special gifts from living donors and also gifts through trusts, estates, and inherited accounts.

• Proof‑reads and prints thank you letters, receipts, and envelopes on letterhead; uses an autopen machine; scans documents and saves to appropriate electronic folders.
• Reviews incoming mail as assigned; creates electronic folders in the drive; moves documents to appropriate locations.
• Updates donor database and spreadsheets for activity and gift alignment.
• Takes letters and packages to the mail room, post office, or Fed Ex as needed each day.
• Assists with filing of retained documents.
• Assists with digitizing and scanning a variety of gift and estate documents.
• Researches names, addresses, and contact information for donors; finds obituaries for deceased individuals.
• Performs other duties as assigned.

• High school diploma or GED equivalent required.
• Flexibility in assisting different individuals with tasks changing day‑to‑day.
• Attention to detail in proof‑reading and assembling correspondence.
• Organized and data‑oriented.
• Experience with Google and Microsoft documents and spreadsheets.
• Experience with editing PDFs using Adobe products.
• Ability to use a variety of office machines (scanners, printers, autopen).
• Some light lifting and carrying of small and medium‑size boxes.
• Work experience or internships in development and/or legal setting is a plus.

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