Gift Planning Coordiantor

Website Temple University

Reporting to the Executive Director of Gift Planning, the Coordinator oversees estate and life-income gift administration, University compliance with state charitable solicitation regulations, and other administrative functions for the Office of Gift Planning. In these duties, the Coordinator will be responsible for proactively managing the University’s pipeline of realized estates, life insurance policies, and life-income gifts, ensuring that the University receives remainder gifts in a timely manner, donor gift designations are honored, and all record keeping is in order. S/he will work with the University’s custodial bank for charitable assets to serve and steward the University’s life-income gift donors. The Coordinator will support and coordinate the Gift Planning Office’s day-to-day administrative functions and will assist the two Gift Planning Associate Directors in their respective roles overseeing the University’s gift compliance and gift agreement programs. Performs other duties as assigned.

Required Education & Experience:
Bachelor’s degree and three years of experience in estate administration at an educational institution, other not-for-profit organization, or legal firm required. Applicable experience may be considered. Additional financial or legal background, such as bookkeeping or paralegal, preferred. Training in aspects of charitable gift planning as well as membership in the Partnership for Philanthropic Planning preferred. An equivalent combination of education and experience may be considered.

Apply online or call 215-926-2545 for more info.

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