Gift Planning Coord (Full Time, Day shift)

Job Summary

The Gift Planning Coordinator plays an integral role in supporting the day-to-day operations and growth of the gift planning program at Nicklaus Children's Hospital Foundation.

This position manages estate and trust administration, ensures compliance with policies and regulations, and seamless information flow to advance the Foundation's mission while supporting Walters' Legacy Society and advisory council engagement.

Job Specific Duties


* Manages, plans, and executes high-level departmental projects autonomously while coordinating effectively with the development team to ensure successful outcomes. 


* Assists in the administration of all planned gift, estate, and trust matters, including managing the maintenance and execution of necessary documents, contacting attorneys and trust officers, reviewing and maintaining trust and bank statements, ensuring annual filings, and overseeing insurance policy payments and management. 


* Administers estate and trust gifts, including reviewing documentation, preparing agreements, and ensuring timely, accurate execution of estate plans. 


* Coordinates the processing of planned gifts, including depositing checks, notifying appropriate parties of gifts through routing forms, the posting of gifts in the constituent record system, and resolving issues related to the processing of planned gifts. 


* Organizes internal and external meetings, retreats, and special events, including Walters’ Legacy Society and Ambassador’s Legacy Council engagement.


* Collaborates directly with the Sr.

Director on stewardship and donor engagement initiatives, proactively identifying and advocating for potential growth opportunities. 


* Coordinates mailings to internal and external audiences, including stewardship mailings, acknowledgment letters, annual reports, and receipts.


* Assists in the preparation of gift agreements for donors in compliance with applicable policies and procedures. 


* Proactively addresses and resolves issues, ensuring timely follow-up on requests from both internal and external stakeholders to support the Foundation’s mission. 


* Ensures compliance with NCHF policies and procedures related to job responsibilities.

Minimum Job Requirements


* 4-7 years of demonstrated experience in non-profit, legal, and/or development/fundraising setting (or) similar work experience


* 2-4 years of experience coordinating donor communications, managing data integrity, or preparing donor reports in a non-profit setting


* 2-4 years of proficient experience with Raisers Edge NXT program (or similar donor database platforms)

Knowledge, Skills, and Abilities


* Bachelor’s degree preferred.


* Innate commitment to teamwork, with a strong donor-centric orientation.


* General understanding of donor needs and expectations.


* Understanding of Wills, Estates, Trust, and other gift planning vehicles.


* Ability to balance multiple priorities in a fast-paced environment.


* Excellent oral, written, interpersonal, and customer service skills.


* Detailed oriented, organizational and project management skills.


* Carry core value of long-term relationship building.


* Able to successfully navigate a growing and complex enterprise.


* Excellent problem-solving and analytical skills.


* Proficient in Microsoft Office Products including Outlook, Word & Excel.


* Ability to collaborate effectively as part of a team while also working independently when needed.


* Ability to work evenings and weekends.


* Able to travel locally.

...