Gift Planning Specialist — Remote/Hybrid

William & Mary

Williamsburg (VA)

Hybrid

USD 50,000 - 55,000

Full time

9 days ago

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Job summary

William & Mary in Williamsburg, VA is seeking a Gift Planning Administrator to support complex testamentary and real property gifts, maintain data systems, and generate regular and ad hoc reports. This hybrid, full-time role collaborates with donors, gift officers, and university staff to ensure timely, accurate processing and compliance.

The position requires strong organizational and writing skills, proficiency in Word/Excel, and familiarity with databases.

Qualifications

Associate’s Degree or post high school education, training, or certifications.
Prior experience working in a professional office environment.
Exceptional organizational and time management skills for managing multiple tasks with competing priorities and deadlines.
Demonstrated computer proficiency with MS Word and Excel and familiarity with databases.
Excellent customer service ability to work collaboratively as a team and provide prompt service to internal and external customers.
Strong communication and writing skills to prepare letters, edit documents and produce reports.

Responsibilities

Process, administer, and track bequests, life income gifts, and gifts of real property.
Create regular and ad hoc reports, often including Excel spreadsheets and gift administration documents in Word.
Develop ticklers for the different stages of each estate and planned gift; assist with data analysis of estate files.
Establish workflow processes and tracking systems; maintain a manual of Gift planning administration responsibilities.