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About the Role
The Planned Giving Coordinator is responsible for administrative, data-related, and communications tasks for Planned Giving within EDF's Development department. This position reports to the Senior Manager of Planned Gift Administration.
Responsibilities
- Scan and upload incoming mail and review phone, email and Salesforce Case inquiries, responding or forwarding leads to Planned Giving team members or other development staff.
- Perform administrative tasks for the Planned Giving team, including shipping materials, processing invoices and expense reports, tracking professional development, scheduling meetings, and circulating cards.
- Support the Senior Manager, Planned Gift Administration as assigned.
- Assist in tracking open estates to ensure timely follow-up with executors and collection of estate gifts.
- Process planned gift and estate distributions and prepare estate acknowledgment letters.
- Manage the charitable gift annuity agreement process from start to finish, including communication with State Street Investment Management.
- Support data cleanup projects to ensure efficient data management and planned giving processes.
- Participate in department-wide projects, meetings, retreats, and other duties as assigned.
- Participate in advancing EDF’s Organizational Effectiveness and Culture (OEC) goals.
- Seek professional development opportunities to expand knowledge of subject matter.
Requirements
- Associate’s degree or equivalent in a relevant field with at least 3 years of Development, office, or customer service experience.
- A Bachelor's degree or equivalent may substitute for up to 2 years of relevant experience.
- Planned Giving experience is a distinct asset.
- Ability to handle multiple tasks simultaneously with a strong understanding of prioritization.
- Proven organizational skills.
- Sensitivity in handling confidential documents and financial data.
- Experience with fundraising databases and knowledge of Salesforce preferred.
- Proficiency with Microsoft Suite, including demonstrated success with Excel spreadsheets strongly preferred.
- Knowledge of PGCalc planned giving software is a distinct asset.
- Demonstrates self-awareness, cultural competency and inclusivity, and ability to work with colleagues and stakeholders across diverse cultures and backgrounds.
- Excellent verbal and writing skills with ability to compose, proofread and edit materials.
- Outstanding ability to build rapport quickly with donors and colleagues.
- Team-oriented and willing to perform assorted duties as assigned.
Skills
- Salesforce
- Microsoft Suite
- Excel
- PGCalc
- Communication
- Organizational Skills
- Data Management
- Customer Service
Location
- New York City, NY
- Hybrid
Work Type
- Hybrid
- Fixed-term
Experience Level
- 3 years of Development, office, or customer service experience
Education Level
- Associate’s degree or equivalent
- Bachelor’s degree or equivalent
Salary/Compensations
- 68,000 - 72,000 USD
Benefits
- Full benefits
- Competitive salary
- Robust benefits
- Professional development opportunities
About the Company
- Environmental Defense Fund (EDF) is a leading environmental organization.