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About the Role

Serves as the strategic manager of the planned giving infrastructure, maintaining the technical and compliance framework for a high-growth legacy giving program. This role is responsible for the end-to-end lifecycle of deferred gifts, ensuring data integrity, policy compliance, and donor stewardship. The Manager collaborates with frontline fundraising and operations, supervises student staff, and manages external vendor relationships.

Responsibilities

Direct the Planned Giving operational calendar and coordinate the execution of the gift annuity state filing and compliance schedule.
Oversee the tracking system for the estate and life income gifts process, including preparing gift booking forms and tracking data in CRM.
Serve as the operational liaison to Advancement Services, Finance, and external partners, oversee CGA reporting, and ensure seamless asset transfers.
Lead the preparation for internal and external financial audits and synthesize gift data into actionable reports.
Manage the technical aspects of estates and life income gifts, ensuring documentation aligns with CASE standards, legal, and government regulations.
Manage specialized logistics for the Vice President and President regarding signature-authority items and notary services.
Ensure data integrity and accuracy by requesting donor data lists and reports, updating coding, and reporting/resolving issues.
Stay current in the field of Planned Giving, particularly government regulations and industry guidelines.
Provide logistical support for meetings and events.
Train and supervise Barnard students who work in the office.
Perform other duties as required and work on related projects as assigned.

Requirements

Bachelor’s degree or equivalent experience.
Three to five years of related experience, preferably in an academic setting.
Familiarity with planned giving industry and CASE standards, and government regulations.
Ability to work well under pressure and adapt in a dynamic environment.
Ability to organize work and follow through on details.
Welcoming, customer-service oriented disposition, and a sense of humor.
Experience with a fundraising database (Salesforce preferred, but not required).
Experience in an advancement setting within higher education.

Skills

Strong project management skills.
Ability to multitask and meet deadlines.
Strong logical, analytical, and organizational skills.
Excellent oral and written communication skills.
Excellent financial acumen.
Solid conceptual and problem-solving skills.
Ability to deal with the public with patience, diplomacy, and tact.
Ability to exercise good judgment and diplomacy in dealing with estate executors, gift prospects, college administrators, trustees, and alumnae.
Proficient with database management and Microsoft Office.
Ability to work independently and collaboratively within a team environment; collegial work style.
Ability to adhere strictly to rules regarding confidential information.
Ability to occasionally work outside of standard business hours including some weekends and evenings.

Location

New York, NY

Work Type

Hybrid
Full-time

Experience Level

3-5 years of related experience

Education Level

Bachelor's degree or equivalent experience

Salary/Compensations

$66,500 - $71,500

About the Company

Barnard College