Planned Giving Program Specialist

Brown University•Searchlight, NV

1d•Hybrid

About The Position

The Planned Giving and Philanthropic Strategies Program Specialist serves as the operations coordinator for the department. Reporting to the Executive Director (ED), this hybrid role blends high-level organizational policy design, cross-functional project management, institutional compliance, and strategic executive support. A defining priority of this role is the unique opportunity to design, implement, and own the operational framework for accepting complex asset gifts (such as founders' stock). The ideal candidate will not merely maintain existing workflows, but will lead collaborative efforts across university departments to design new, robust standard operating procedures. Designed for a highly organized, tech-savvy, and proactive generalist, this position values transferable operational excellence, administrative skills, and the ability to navigate complex administrative systems with confidence. This position is located in Providence, RI.

Requirements

Bachelor’s degree or an equivalent combination of education and professional experience.
Minimum of 4 years of experience in a related field, such as project management, operations, business analysis, logistics, marketing, or legal assistant/paralegal.
Demonstrated transferable operational background in fast-paced corporate, legal, consulting, tech, or start-up environments.
Proficiency with creating workflows, policies, or standard operating procedures (SOPs) from scratch.
Advanced proficiency with Google Workspace functions (Docs, Sheets, Slides, Drive) for project tracking and collaboration.
Direct experience utilizing or navigating Workday (or a similar enterprise resource planning/financial system).
Experience utilizing or managing modern project management and workflow management platforms (e.g., Asana, Monday.com, Trello, Jira, or AirTable) to track multi-stage projects.
Demonstrated technical agility and the ability to quickly master complex, proprietary institutional database systems.
Exceptional project management, communication, and organizational skills with a commitment to accuracy.
High emotional intelligence.
Proven ability to build consensus across different departments and manage executives and frontline fundraising officers to meet operational deadlines.
Capacity to self-manage; able to balance long-term project planning with daily tasks.
A commitment to accuracy.
Strong organizational and planning skills.
Superior interpersonal skills with proven ability to effectively interact and collaborate with varied constituencies in a professional manner, exhibiting excellent written and oral communication skills, team-building skills, and demonstrating tact, poise, and diplomacy while working with a wide variety of personalities.
Ability to apply sound judgment and proven responsible decision-making skills; tact and discretion are required to handle highly confidential information.

Nice To Haves

Paralegal, business operations, management consulting, or agency project management experience.
Experience using a customer relationship management (CRM) system is preferred.

Responsibilities

Design, implement, and own the operational framework for accepting complex asset gifts (such as founders' stock).
Lead collaborative efforts across university departments to design new, robust standard operating procedures.
Manage projects, institutional compliance, and provide strategic executive support.
Initiate, collaborate, implement, monitor, evaluate, and advance funding proposals that support program activities and contribute to Advancement’s overall goals and objectives and the University’s fundraising enterprise.
Handle highly confidential information from alumni, parents, students, families, donors, and prospects.
Track multi-stage projects using project management platforms.
Schedule emergencies or immediate invoice routing.
Proof strict routing sheets and audit invoices.
Track precise stock liquidation windows.