Estate and Gift Planning Administrator

Mount Holyoke College; United States; Hybrid; USD 39,000 - 44,000; Full time

Benefits offered by this job

403(b) Retirement Plan

Medical, dental and vision insurance

Flexible Spending Account

Disability and Leave Benefits

Life Insurance

Employee Assistance Program

Tuition Benefits

Generous Paid Time Off

Access to Kendall Sports & Dance

Job summary

Mount Holyoke College in Massachusetts is seeking an Estate and Gift Planning Administrator to manage the end-to-end workflow of the college’s gift planning program. You will serve as the primary liaison between donors, legal representatives, and internal teams, ensuring precise administration, recording, and stewardship of estates, trusts, and life income gifts.

Key responsibilities include estate & trust administration, gift processing & compliance, and donor relations & office support.

Qualifications

• Associate’s degree with a minimum of one year of job-related office experience, or an equivalent combination of education and experience.
• Experience with estate/trust administration, paralegal workflows, or gift planning operations.
• Proficiency in database management (CRM) and office budget tracking.
• Exceptional communication skills with a proven track record of handling sensitive financial data with empathy, discretion, and strict confidentiality.

Responsibilities

• Estate & Trust Administration: Serve as the main point of contact for attorneys, executors, and the Alum Association. Review legal estate documents, monitor probate status, secure authorized signatures, and maintain precise records in the CRM database throughout the settlement process.
• Gift Processing & Compliance: Prepare life income gift contracts, financial illustrations, and tax disclosures. Process gifts-in-kind, relay confidential data to external custodians, and partner with the Finance Office to ensure accurate accounting and ledger coding.
• Donor Relations & Office Support: Act as the first point of contact for donor inquiries via phone and email. Manage office budget tracking, expense reporting, cross-departmental scheduling, file management, and event support.

Skills

Estate administration

Trust administration

CRM software

Budget tracking

Education

Associate’s degree

Tools

CRM software

Job description

Job no:

R-0000003619

Position Title:

Estate and Gift Planning Administrator

Faculty or Staff:

Staff

Full Time or Part Time:

Full time

In-Person, Hybrid, or Remote:

Hybrid

Minimum Starting Rate of Pay:

$28.48

Rate of pay commensurate with experience

Start Date:

11/30/2026

Job Description:

Position Summary

The Gift Planning Administrator manages the end-to-end operational and administrative workflow for the College’s gift planning program. Acting as the primary liaison between donors, legal representatives, and internal teams, this role ensures the precise administration, recording, and stewardship of estates, trusts, and life income gifts.

Key Responsibilities

• Estate & Trust Administration: Serve as the main point of contact for attorneys, executors, and the Alum Association. Review legal estate documents, monitor probate status, secure authorized signatures, and maintain precise records in the CRM database throughout the settlement process.
• Gift Processing & Compliance: Prepare life income gift contracts, financial illustrations, and tax disclosures. Process gifts-in-kind, relay confidential data to external custodians (e.g., TIAA Kaspick), and partner with the Finance Office to ensure accurate accounting and ledger coding.
• Donor Relations & Office Support: Act as the first point of contact for donor inquiries via phone and email. Manage office budget tracking, expense reporting, cross-departmental scheduling, file management, and event support (such as Reunion and Commencement).

Core Qualifications

• Associate’s degree with a minimum of one year of job-related office experience, or an equivalent combination of education and experience.
• Experience with estate/trust administration, paralegal workflows, or gift planning operations.
• Proficiency in database management (CRM) and office budget tracking.
• Exceptional communication skills with a proven track record of handling sensitive financial data with empathy, discretion, and strict confidentiality.

Please review the Full Job Description

Hiring Range: $28.48 - $32.03 per hour

What We Offer:

• 403(b) Retirement Plan (College contributes 9% of salary)
• Comprehensive medical, dental and vision insurance
• Flexible Spending Account (FSA)
• Disability and Leave Benefits
• Life Insurance (College paid coverage 1x salary)
• Employee Assistance Program
• Tuition Benefits (to Mount Holyoke College or others)
• Generous Paid Time Off
• Access to Kendall Sports & Dance Complex

Background Checks:

Mount Holyoke College is committed to providing a safe and secure environment, supported by qualified employees that will allow all of its students, faculty, staff and those associated with them to successfully carry out the mission of the college. As a condition of employment, the College will conduct appropriate background checks for all new hires. Mount Holyoke has designated the Office of Human Resources as the office responsible for ensuring that background checks (CORI, SORI, Credit History, & Driver Credential) are completed and utilized in the hiring process and Five College Office of Compliance and Risk Management as the office responsible for facilitating background checks as articulated in this policy.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.