Coordinator, Estates and Special Gifts

Planned Parenthood Federation of America•New York, NY

About The Position

Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund seek an organized, detail-oriented Coordinator to support the Estates & Special Gifts team on the Gift Planning team within the Individual Giving department. The role reports to the Sr. Director, Estates & Special Gifts. Gift Planning provides fundraising expertise and execution in realized bequests, trust and estate administration, life income gifts, and special gifts, generating $40 million in annual revenue. The Coordinator supports the team's day-to-day operations by following established protocols for correspondence, scanning, database maintenance, and electronic document storage. The position also supports team members with administrative matters, coordinates with the mailroom, and contributes observations and ideas about database functions and improvements related to estates and special gifts.

Requirements

Bachelor's degree or equivalent years of experience.
At least 1 year of professional work experience.
Flexibility to assist different individuals with tasks that change day to day.
Attention to detail in proofreading and assembling correspondence.
Organized and data-oriented.
Experience with Google and Microsoft documents and spreadsheets.
Experience editing PDFs using Adobe products.
Ability to use office machines such as scanners, printers, and an autopen.
Ability to do some light lifting and carry small and medium-sized boxes.

Nice To Haves

Work experience or internships in a development and/or legal setting.

Responsibilities

Proofread and print thank-you letters, receipts, and envelopes on letterhead; operate an autopen machine; scan documents and save them in appropriate electronic folders.
Review assigned incoming mail, create electronic folders, and move documents to appropriate locations.
Update the donor database and spreadsheets to track activity and align gifts.
Take letters and packages to the mail room, post office, and/or FedEx as needed each day.
Assist with filing retained documents.
Assist with digitizing and scanning gift and estate documents.
Research donor names, addresses, and contact information, and find obituaries for deceased individuals.
Conduct monthly reconciliation of Gift Planning revenue in partnership with the Sr. Director.
Advise team members on operational matters and explain administrative aspects of supporting the team's work.
Work alongside estates officers focused on special gifts from living donors and gifts through trusts, estates, and inherited accounts.
Coordinate with the mailroom on daily mail deliveries and scans related to estates and special gifts in play.
Exchange observations and ideas with team stakeholders about database functions and improvements related to estates and special gifts.
Perform other duties as assigned.