Senior Coordinator - Gift Planning

Trust for Public Land•Chicago, IL

7d•Hybrid

About The Position

Trust for Public Land (TPL) is seeking a Senior Coordinator for Gift Planning to provide primary administrative and operational support for the Office of Gift Planning. This role is part of the Advancement Team and focuses on enhancing the efficiency and effectiveness of the Gift Planning program through various administrative, data management, reporting, stewardship, marketing, and project coordination tasks. TPL is a national nonprofit dedicated to creating parks and protecting public lands to improve public health, foster social cohesion, strengthen cultural connections, and increase climate resilience. The organization has a strong history of land protection and public funding generation for parks and outdoor spaces, and is currently focused on growing its philanthropic partnerships.

Requirements

Bachelor’s degree or equivalent experience.
Minimum of 3 years of professional experience in nonprofit administration, fundraising operations, donor services, project coordination, executive support, or a related field.
Advanced proficiency in Microsoft Excel, including sorting, filtering, formulas, data analysis, and reporting.
Proficiency with Microsoft Office Suite, including Word, PowerPoint, Outlook, and Teams.
Experience working with CRM databases and constituent management systems.
Demonstrated ability to learn and manage multiple technology platforms, including Airtable, SharePoint, and project management systems.
Exceptional organizational, project management, and time management skills.
Strong attention to detail and commitment to data accuracy.
Excellent written and verbal communication skills.
Ability to manage multiple priorities and work independently.
Strong customer service orientation and interpersonal skills.

Nice To Haves

Experience working in a nonprofit fundraising environment.
Experience supporting planned giving, major gifts, advancement services, donor relations, stewardship, or fundraising operations.
Experience with Airtable, SharePoint, and CRM systems such as ClearView, Raiser’s Edge, Salesforce, or similar platforms.
Experience coordinating events, donor communications, and marketing projects.
Advanced Excel skills, including Pivot Tables and XLOOKUP/VLOOKUP functions.
Familiarity with planned giving concepts, estate administration, or gift processing.

Responsibilities

Serve as the primary administrative support resource for the Office of Gift Planning, coordinating calendars, meetings, retreats, and special projects.
Manage departmental administrative and financial processes, including invoices, budget tracking, expense reports, and office supplies.
Manage inquiry intake and routing for the Office of Gift Planning.
Administer and maintain the Gift Planning Airtable workspace and related systems.
Support data integrity, record management, workflow monitoring, and system adoption across the team.
Maintain accurate records in Airtable, ClearView, SharePoint, and other organizational systems.
Prepare recurring reports, prospect lists, dashboards, and analyses supporting Gift Planning operations and decision-making.
Support campaign tracking, portfolio management activities, and team performance reporting.
Assist with administrative processes related to planned gifts, estates, and gift acknowledgment activities.
Provide logistical and administrative support for stewardship initiatives and donor events.
Support planned giving marketing initiatives through list management, response tracking, and vendor coordination.
Respond to initial inquiries generated through planned giving marketing efforts, including fulfilling requests for follow-up materials and ensuring appropriate information is recorded in Airtable and ClearView.
Draft, proofread, format, and distribute routine correspondence and communications materials.
Coordinate production and distribution of stewardship, marketing, and donor communications.
Coordinate recurring departmental projects and timelines.
Support cross-functional initiatives involving Philanthropy Operations, Finance, Marketing & Communications, Donor Relations & Stewardship, and Field Philanthropy.