Development Coordinator, Planned Giving

Job description

Development Coordinator, Planned Giving🔍Office of Development, Redwood City, California, United StatesNew📁Development📅2 days ago Post Date📅87820 Requisition #Stanford University is one of the world’s premier academic and research institutions, devoting tremendous intellectual and physical resources toward the betterment of humanity. As a major Silicon Valley employer, Stanford seeks people committed to excellence and to improving our world. In turn, the university is committed to supporting its employees as they develop their careers and enrich their lives. We believe Stanford’s future success will be shaped by the diverse perspectives, unique experiences, and inclusive culture of its community.


The Office of Development (OOD) supports the goals and purposes of Stanford University. OOD staff members, working in concert with academic leadership and volunteers, strive to enhance, over the long-term, useful gift support to Stanford. In the process, development staff establish and nurture relationships with students, alumni, parents, friends, corporations, foundations and associations. Stanford is committed to a donor-centric approach to development. Every member of the Office of Development staff plays a role in providing the university’s donors with the service and attention that ensures an exceptionally positive and fulfilling philanthropic experience.

Job Purpose:

Under direct supervision of the Associate Director(s) of Planned Giving, the Development Coordinator will support planned giving officers in the Office of Planned Giving, a unit in OOD. This individual will be responsible for certain planned giving activities and will also help support other projects and professionals in the Office of Planned Giving, including the Manager of Estate Services. This individual will provide administrative and routine support to planned giving programs and activities, and will work with planned giving staff, donors, volunteers, and other university staff.

Your responsibilities will include:

  • Providing project and administrative support to planned giving officers, including but not limited to: managing calendars, coordinating travel arrangements, and preparing and processing expense reimbursements.
  • Preparing accurate written material including correspondence, gift and pledge letters, and reports from university databases, handwritten notes, typed drafts or oral instructions.
  • Assisting in the planning and implementation of events and donor cultivation for the Office of Planned Giving, OOD, and other university offices as needed.
  • Supporting the Office of Planned Giving’s legacy society, including but not limited to, sending invitation packets to donor members, requesting letters of acknowledgement from university leaders, and maintaining the legacy society honor roll.
  • Helping support other projects and professionals in the Office of Planned Giving, including the Manager of Estate Services.
  • Running calculations, charts, tables, and reports using the PG Calc software, Oracle, PostGrads systems, CARD (Salesforce) database, and Excel.
  • Handling scanning and electronic storage of records in PostGrads and CARD database.
  • A commitment to promoting and supporting an environment of diversity and inclusion.

Additional Core Duties Specific to Planned Giving:

  • Maintaining files for estate and trust program as well as donor files - includes filing, scanning, updating logs and tracking documents to be processed.
  • Preparing drafts of legal documents (will provisions, trust agreements, deeds, tax forms, etc.) and related materials (projections of trust payout, income tax deductions, present value analysis, etc.) as needed.
  • Inputting, updating and retrieving information in CARD database and in reports or spreadsheets regarding donors, estates, and trusts.
  • Providing general support to the Office of Planned Giving, including but not limited to, answering the office’s phone lines, managing the inquiries to the Office of Planned Giving via phone, email and mail, documenting donor inquires, and assisting other department members as needed during special events and when colleagues are out of office.
  • Managing special projects assigned by planned giving officers and manager requiring a high degree of initiative and the use of excellent judgment.
To be successful in this position, you will bring:

  • Bachelor's degree and one year of relevant experience or combination of education and relevant experience.
  • Demonstrated ability with Microsoft Office suite.
  • Knowledge of database systems. Ability to acquire proficiency in Stanford information and financial systems (CARD, Oracle, etc.)
  • Good judgment and the ability to handle confidential information and sensitive situations with discretion and tact.
  • Ability to work efficiently, juggle tasks simultaneously, meet deadlines, and achieve goals.
  • Excellent interpersonal skills and ability to interact with a wide range of people.
  • Outstanding communication skills and exceptional attention to detail and follow-through.
  • Previous experience within a planned giving, fundraising, and/or higher education environment would be a plus.

Why Stanford is for you:

Imagine a world without search engines or social platforms. Consider lives saved through first-ever organ transplants and research to cure illnesses. Stanford University has revolutionized the way we live and enrich the world. Supporting this mission is our diverse and dedicated 17,000 staff. We seek talent driven to impact the future of our legacy. Our culture and unique perks empower you with:

  • Freedom to grow. We offer career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or global leader speak.
  • A caring culture. We provide excellent retirement plans, generous time-off, and family care resources.
  • A healthier you. Climb our rock wall, swim in our Olympic-sized pool, or choose from hundreds of health and fitness classes at our world-class exercise facilities. We also provide highly competitive health care benefits.
  • Discovery and fun. Stroll through historic sculptures, trails and museums.
  • Enviable resources. Enjoy free commute programs, ridesharing incentives, discounts and more!

The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned.

Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of the job.

Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

Additional Information
  • Schedule: Full-time
  • Job Code: 4289
  • Employee Status: Regular
  • Grade: F
  • Requisition ID: 87820




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Job No:
Posted: 11/18/2020
Application Due: 1/17/2021
Work Type: