Hybrid Gift Planning Administrator

Commonwealth of VA Careers; Williamsburg (VA); Hybrid; USD 50,000 - 55,000; Full time

Job summary

William & Mary seeks a Gift Planning Administrator to manage bequests, life income gifts, and real property gifts within a hybrid role based in Williamsburg, VA. You will develop workflows, maintain manuals, and generate regular and ad hoc gift planning reports to support the Office of Gift Planning and Foundation Services, LLC.

Responsibilities include data analysis, document review, and coordination with donors, gift officers, and university stakeholders.

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 a variety of software applications, including a strong command of MS Word and Excel and familiarity with databases.
• Excellent customer service ability to work collaboratively as an effective team player and provide prompt service to internal and external customers.
• Strong communication and writing skills to prepare letters, edit documents and produce reports and work effectively and discreetly with a variety of internal and external constituencies.
• Demonstrates strong analytical skills with the ability to read and analyze complex documents.
• Demonstrated ability to track and compile data and produce reports in a variety of formats.
• Ability to understand and use databases and other tools available to choose the appropriate means to satisfy user requirements.

Responsibilities

• Processing, administration, and tracking of bequests, life income gifts, and gifts of real property.
• Analyze financial and narrative documents to compile gift planning data.
• Develop ticklers for the different stages of each estate and planned gift; track revocable provisions.
• Create regular and ad hoc reports, often including Excel spreadsheets, and gift administration documents in Word.

Skills

Organizational skills

Time management

Customer service

Communication skills

Analytical skills

Data reporting

Database proficiency

Education

Bachelor’s degree in Accounting, Business, or related field

Associate’s Degree or post high school education

Tools

MS Word

Excel

Databases

Job description

William & Mary seeks a Gift Planning Administrator to manage bequests, life income gifts, and real property gifts within a hybrid role based in Williamsburg, VA. You will develop workflows, maintain manuals, and generate regular and ad hoc gift planning reports to support the Office of Gift Planning and Foundation Services, LLC.

Responsibilities include data analysis, document review, and coordination with donors, gift officers, and university stakeholders.