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Job ID: 186006

Planned Giving Coordinator, University Advancement
University at Buffalo, The State University of New York


Date Posted May 19, 2022
Title Planned Giving Coordinator, University Advancement
University University at Buffalo, The State University of New York
Buffalo, NY, United States
Department University Advancement
Application Deadline Open until filled
Position Start Date Available immediately
 
 
  • Coordinator
  • Institutional Advancement
 
 
The Planned Giving Coordinator is a member of the advancement team charged with successfully meeting the university’s goals for both short and long-term private support. The Coordinator will facilitate gift collection objectives, including creating and/or reviewing gifting documentation, facilitating the timely receipt of estate and other gifts, and supporting and coordinating planned giving communication and marketing efforts. This position will work closely with the Associate Vice President and collaborate with colleagues across the division.

Duties and Responsibilities
* Exercise limited discretion and professional judgement in reviewing and responding to estate correspondence and legal documents as well as estate accountings; includes reviewing and providing a summary of files held off site (e.g. surrogates court).
* Draft communications to donors, estate representatives, allied professional partners and other constituents on behalf of the university’s planned giving efforts.
* Responsible for the timely processing of estate gifts which includes the deposit of checks, creating or updating all associated records and databases and reviewing estate gift allocations to ensure compliance with donor intent and university policy.
* Review, research, verify and route correspondence, reports and legal documents as well as draft appropriate follow-up correspondence and documents.
* Monitor and document estate gift program activities and results. Develop and maintain reports, providing basic analysis of program trends, and short and long-range results.
* Create, maintain and monitor probate activity calendar to ensure the timely receipt of gifts as well as the acknowledgement, processing, reporting and follow-up of planned gifts.
* Interact with donors, donor representatives and faculty and staff and other key constituents via telephone, email, mail and/or meetings. Coordinate follow up and implement appropriate tracking of inquiries and other appropriate activities.
* Draft and disseminate stewardship recommendations for the effective stewardship of realized planned gifts.
* Organize donor and estate hard copy and electronic files (making photocopies and scanning documents as necessary).
* Handle special projects as assigned.


Salary
$15,500 - $19,500

Outstanding Benefits PackageWorking at UB comes with benefits that exceed salary alone. There are personal rewards including comprehensive health and retirement plan options. We also focus on creating and sustaining a healthy mix of work, personal and academic pursuit - all in an effort to support your work-life effectiveness. Visit our benefits website to learn about our http://www.buffalo.edu/administrative-services/for-faculty-staff/benefits/research-foundation/regular-employees.htmlbenefit packages

About The University at Buffalo
The University at Buffalo (UB) is one of America’s leading public research universities and a flagship of the State University of New York system, recognized for our excellence and our impact. UB is a premier, research-intensive public university dedicated to academic excellence. Our research, creative activity and people positively impact the world. Like the city we call home, UB is distinguished by a culture of resilient optimism, resourceful thinking and pragmatic dreaming that enables us to reach others every day. Visit our website to learn more about the http://buffalo.edu/University at Buffalo.
University at Buffalo is an affirmative action/equal opportunity employer and, in keeping with our commitment, welcomes all to apply including veterans and individuals with disabilities.

 
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