Manager, Planned Giving Operations

Barnard College; New York (NY); Hybrid; USD 66,500 - 71,500; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Barnard College seeks a Manager, Planned Giving Operations to lead the planned giving infrastructure, ensuring data integrity, policy compliance, and donor stewardship across the end-to-end lifecycle of deferred gifts.

This role collaborates with Advancement Services, Finance, and external partners to oversee reporting, asset transfers, and preparation for audits, while guiding staff and maintaining CASE-aligned processes.

Qualifications

• Bachelor’s degree or equivalent experience.
• Three to five years of related experience, preferably in an academic setting.
• Familiarity with planned giving industry, CASE standards, and government regulations.
• Ability to work under pressure and adapt in a dynamic environment.

Responsibilities

• Direct the planned giving operational calendar and coordinate the gift annuity filing and compliance schedule.
• Oversee tracking system for estate and life income gift processes, including gift booking forms and CRM data.
• Liaise with Advancement Services, Finance, and external partners (e.g., State Street Bank, PG Calc) and oversee reporting and asset transfers.
• Prepare for internal and external financial audits and generate reports for leadership and regulators.

Skills

Project management

Analytical thinking

Communication

Microsoft Office

Teamwork

Confidential information handling

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Database management

Job description

Job Title

Manager, Planned Giving Operations

Reports to: Senior Director, Planned Giving

Overview

The Manager, Planned Giving Operations serves as the strategic manager of the planned giving infrastructure, maintaining the technical and compliance framework necessary to sustain a high‑growth legacy giving program. The role oversees the end‑to‑end lifecycle of deferred gifts, ensuring data integrity, policy compliance, and donor stewardship, and serves as a key collaborator between frontline fundraising and technical operations.

Duties & Responsibilities

• Direct the planned giving operational calendar and coordinate the execution of the gift annuity state filing and compliance schedule.
• Oversee tracking system for estate and life income gift processes, including preparing gift booking forms and tracking data in CRM.
• Serve as operational liaison to Advancement Services, Finance, and external partners (e.g., State Street Bank, PG Calc), oversee CGA reporting, and ensure seamless asset transfers.
• Lead preparation for internal and external financial audits, synthesizing gift data into actionable reports for department leadership and regulatory bodies.
• Manage technical aspects of estates and life income gifts, overseeing creation of gift booking forms and ensuring documentation aligns with CASE standards and regulations.
• Manage specialized logistics for the Vice President and President regarding signature‑authority items and notary services for legal gift documents.
• Ensure data integrity and accuracy by requesting donor data lists, updating coding, adding opportunities and activity reports, and resolving issues in planned giving areas.
• Stay current in the field of Planned Giving, particularly government regulations and industry guidelines.
• Provide logistical support for meetings and events.
• Train and supervise Barnard students who work in the office as needed.
• Perform other duties and related projects as assigned.

Skills, Qualifications & Requirements

• Strong project management, multitasking, and deadline‑meeting abilities.
• Logical, analytical, and organizational skills.
• Excellent oral and written communication, financial acumen, and problem‑solving skills.
• Patience, diplomacy, and tact in dealing with public, estate executors, prospects, administrators, trustees, and alumnae.
• Proficiency with database management and Microsoft Office.
• Ability to work independently and collaboratively within a team; collegial work style.
• Ability to exercise good judgment and handle confidential information.
• Ability to occasionally work outside standard hours, including weekends and evenings.
• Must meet department core values of collaboration, aspiration, transparency, respect, accountability, and trust.
• Bachelor’s degree or equivalent experience.
• Three to five years of related experience, preferably in an academic setting.
• Familiarity with planned giving industry, CASE standards, and government regulations.
• Ability to work well under pressure and adapt in a dynamic environment.
• Strong organizational skills and attention to detail.
• Customer‑service orientation and sense of humor.

Preferred Qualifications

• Experience with a fundraising database (Salesforce preferred).
• Experience in an advancement setting within higher education.

Additional Information

Hybrid work: minimum 3 days in‑office weekly, with presence during busy periods, staff meetings, and events.

Salary range: $66,500 – $71,500. Salary will be determined based on qualifications, experience, and other factors.

Work type: Full time.