Hybrid Planned Giving Operations Manager

Barnard College; New York (NY); Hybrid; USD 67,000 - 72,000; Full time

Job summary

Barnard College is seeking a Manager, Planned Giving Operations to lead the operational calendar, gift annuity filings, and compliance across jurisdictions. You will oversee data integrity in CRM, collaborate with Advancement, Finance, and external partners, and supervise student staff and vendors to optimize the program’s efficiency.

The role requires managing estates and life income gifts, ensuring CASE and regulatory alignment, and supporting audits and reporting for leadership and

Qualifications

• Bachelor’s degree or equivalent experience.
• Three to five years of related experience, preferably in an academic setting.
• Familiarity with planned giving industry and CASE standards, and government regulations.

Responsibilities

• Direct the Planned Giving operational calendar and coordinate the gift annuity filing and compliance schedule.
• Oversee the tracking system for estate and life income gifts and CRM data.
• Serve as liaison to Advancement Services, Finance, and external partners; oversee CGA reporting and asset transfers.
• Lead preparations for internal and external financial audits and produce actionable reports.

Skills

Project management

Multitasking

Analytical thinking

Oral & written communication

Financial acumen

Problem solving

Diplomacy

Judgement & discretion

Database management

MS Office

Independent & collaborative work

Confidential information handling

Meeting deadlines

Flexibility

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Job description

Barnard College is seeking a Manager, Planned Giving Operations to lead the operational calendar, gift annuity filings, and compliance across jurisdictions. You will oversee data integrity in CRM, collaborate with Advancement, Finance, and external partners, and supervise student staff and vendors to optimize the program’s efficiency.

The role requires managing estates and life income gifts, ensuring CASE and regulatory alignment, and supporting audits and reporting for leadership and