Planned Giving Coordinator

Environmental Defense Fund•New York, NY

3d•$68,000 - $72,000•Hybrid

About The Position

The Planned Giving Coordinator is responsible for administrative, data-related, and communications tasks for Planned Giving within EDF’s Development department. The position is based at EDF’s New York City headquarters, with a hybrid remote/office-based schedule, and reports to the Senior Manager of Planned Gift Administration. It is a two-year fixed-term position with full benefits and the possibility of extension.

Requirements

Associate’s degree or equivalent in a relevant field and at least 3 years of Development, office, or customer service experience.
A bachelor’s degree or equivalent may substitute for up to 2 years of relevant experience.
Ability to manage multiple tasks simultaneously and understand how and when to prioritize.
Strong organizational skills.
Sensitivity in handling confidential documents and financial data.
Self-awareness, cultural competency, inclusivity, and ability to work with colleagues and stakeholders across diverse cultures and backgrounds.
Excellent verbal and writing skills, including the ability to compose, proofread, and edit materials with appropriate formatting and grammar.
Ability to build rapport quickly with donors and colleagues.
Team-oriented approach and willingness to perform assorted duties as assigned.

Nice To Haves

Planned Giving experience.
Experience with fundraising databases and knowledge of Salesforce.
Proficiency with Microsoft Suite, including demonstrated success working with spreadsheets in Excel.
Knowledge of PGCalc planned giving software.

Responsibilities

Scan and upload incoming mail; review phone, email, and Salesforce Case inquiries; respond where applicable or forward leads to Planned Giving team members or other development staff in a timely manner.
Perform administrative tasks for the Planned Giving team, including shipping materials to remote staff, assisting with internal mailings, processing invoices and expense reports, tracking professional development attendance and expenditures, scheduling team meetings, and circulating birthday and work anniversary cards.
Support the Senior Manager of Planned Gift Administration as assigned.
Track open estates to ensure timely follow-up with executors and collection of estate gifts.
Process planned gift and estate distributions and prepare estate acknowledgment letters under established procedures.
Manage charitable gift annuity agreements from start to finish, maintaining close contact with State Street Investment Management.
Support data cleanup projects to improve data management and planned giving processes.
Participate in department-wide projects, meetings, retreats, and other duties as assigned.
Advance EDF’s Organizational Effectiveness and Culture goals, helping people from varied backgrounds and experiences feel connected, included, and empowered in alignment with EDF values.
Seek professional development opportunities to expand subject-matter knowledge.