Hybrid Planned Giving Coordinator - Donor Stewardship & Data

Yale University; New Haven (CT); Hybrid; USD 65,000 - 75,000; Full time

Job summary

Yale University’s Planned Giving Program Coordinator provides administrative, data, and fundraising support for the planned giving team in New Haven. You’ll track gifts and donor activity in Hopper/Blackbaud CRM, generate reports, draft materials, and assist with events and communications.

You’ll collaborate with frontline fundraisers and colleagues, maintain confidentiality, and ensure data accuracy. Strong writing ability and MS Word/Excel proficiency are essential.

Qualifications

• Excellent writing and editing skills with proven ability to draft professional materials.
• Strong organizational ability and attention to detail across multiple data sources.
• Proficiency in Excel for data analysis and reporting; familiarity with databases preferred.
• Ability to prioritize tasks, maintain confidentiality, and work with minimal supervision.

Responsibilities

• Draft written materials and proposals in alignment with Yale Voice and style.
• Coordinate research on donors and gift commitments for officers and university leaders.
• Prepare reports on prospect pools summarizing giving and affiliations.
• Assist in coordinating events, donor recognition and related activities.
• Design and produce ad hoc reports from primary databases to support fundraising.
• Oversee stewardship communications to keep donors engaged with benefits.
• Support fundraising directors and gift officers in related activities.
• Perform other duties as assigned.

Skills

Exceptional communication

Advanced writing

Data analysis

MS Word

MS Excel

PowerPoint

Adobe Acrobat

Confidentiality

Education

Six years related work experience (high school)</n>

Associate degree

Bachelor degree or equivalent

Tools

Hopper/Blackbaud CRM

MS Word

MS Excel

PowerPoint

Adobe Acrobat

Job description

Yale University’s Planned Giving Program Coordinator provides administrative, data, and fundraising support for the planned giving team in New Haven. You’ll track gifts and donor activity in Hopper/Blackbaud CRM, generate reports, draft materials, and assist with events and communications.

You’ll collaborate with frontline fundraisers and colleagues, maintain confidentiality, and ensure data accuracy. Strong writing ability and MS Word/Excel proficiency are essential.