Contract Specialist, Planned Giving

Summary

Join Hillel International as a Development Coordinator, Planned Giving, and play a vital role in advancing Hillel’s mission by efficiently administering all gift types, including complex and planned gifts. You will ensure compliance, accuracy, and donor stewardship, contributing to Hillel’s philanthropic success. Key responsibilities include managing estate and complex gift administration, data management and tracking, outreach and coordination, and planned giving prospecting. This is a fully remote position for candidates located in the United States, preferably in the Eastern or Central time zones. The role requires strong attention to detail, organizational skills, proficiency with Salesforce or similar CRM systems, and experience in gift reconciliation and financial documentation. The position offers a competitive salary within the nonprofit marketplace.

Requirements

• Strong attention to detail and organizational skills to track and manage multiple complex gifts and estate transactions
• Proficiency with Salesforce or other CRM systems for maintaining records and updating gift statuses
• Experience in gift reconciliation and financial documentation
• Ability to handle sensitive donor and financial information with discretion and professionalism
• Excellent written and verbal communication skills for interacting with estate representatives, legal counsel, and internal teams

Responsibilities

• Assist in the administration of gifts, including inputting gifts in our CRM, tracking and managing estate accounts to ensure timely receivables from estates, IRAs, donor-advised funds, life insurance policies, and trusts
• Interpret gift documentation to determine appropriate gift designations and restrictions
• Maintain precise records of gift documentation in collaborative workspaces and with our finance partners to manage physical records when necessary
• Manage the gift tracking, including stock gifts, estate gifts, and matching gifts to ensure accurate and up-to-date gift records
• Log and update gift-related interactions in Salesforce
• Create and manage accounts and associated contacts within Salesforce
• Develop and maintain a forecasting tool to provide insights into expected estate gift revenue
• Assist in general CRM processes such as constituent creation, data hygiene, record management and reporting as needed
• Conduct outreach tasks, including requesting documentation and confirming the delivery status of proceeds from estate representatives
• Respond to general inquiries related to complex and legacy gifts, triaging inquiries as needed
• Review and process acknowledgment letters for estate and other complex gifts to ensure prompt and accurate donor stewardship
• Assist in identifying and developing new planned giving prospects
• Support the Senior Director in researching, tracking, and managing potential planned giving donors

Benefits

• Competitive salary in the nonprofit marketplace
• The prorated salary range for this role is $58,000- 68,000