Estate & Gift Planning Specialist (Hybrid)

Mount Holyoke College; South Hadley (MA); Hybrid; USD 39,000 - 49,000; Full time

Job summary

Mount Holyoke College seeks an Estate and Gift Planning Administrator to manage the end-to-end workflow of the gift planning program. You will liaison with donors, attorneys, and internal teams to ensure accurate administration, recording, and stewardship of estates, trusts, and life income gifts.

Key duties include estate/trust administration, gift processing and compliance, and donor relations with 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: main contact for attorneys and executors; review documents and monitor probate.
• Gift Processing & Compliance: prepare life income gift contracts, illustrations, and tax disclosures; liaison with custodians.
• Donor Relations & Office Support: first contact for donor inquiries; manage budgets, scheduling, and event support.

Skills

Communication skills

Discretion & empathy

Confidentiality

Education

Associate's degree or equivalent

Tools

CRM software

Budget tracking

Job description

Mount Holyoke College seeks an Estate and Gift Planning Administrator to manage the end-to-end workflow of the gift planning program. You will liaison with donors, attorneys, and internal teams to ensure accurate administration, recording, and stewardship of estates, trusts, and life income gifts.

Key duties include estate/trust administration, gift processing and compliance, and donor relations with office support.