Gift Planning Coordinator

Gift Planning Coordinator Bowling Green State University, United States about 23 hours ago

Location:

Campus, ILLINOIS

Job Type:

FullTime Summary Reporting to the Director/Executive Director for Gift Planning, the Gift Planning Coordinator provides comprehensive administrative and operational support for planned giving activities. Essential Functions Support estate and trust administration, including tracking payments, preparing documentation, maintaining records, and assisting with correspondence and reporting. Partner with Advancement staff and donors to create gift and fund agreements documenting the type and purpose of major/planned gifts to BGSU. Manage and track reporting deadlines and outstanding planned giving proposals, as well as strategies for collateral materials and education tools to support Advancement staff on solicitation and grant requests. Coordinate and process guideline agreements and donor intent statements, including routing for signatures, preparing acknowledgment materials, and maintaining tracking systems and archives. Prepare and review bequest expectancy reports, ensuring accurate donor records, calculations, and internal coordination for proper recording. Collaborate in identifying opportunities to improve workflows, tracking systems, and documentation processes to enhance efficiency and compliance. Maintain and update internal procedures, guides, and materials related to planned gift acceptance and operations. Deliver general office support, including calendaring, managing communications, processing mail and financial documents, preparing reports, and responding to inquiries related to gift planning procedures. Complete special projects, other duties, and participate in University Advancement activities, as assigned Minimum Qualifications The following Degree is required: Associate's degree The following Degree is preferred: Associate's degree in Paralegal Studies or another degree with a Paralegal Studies Certificate The following Experience is required: 3 years of experience in an estate or financial planning field 3 years of experience working within complex business reporting or CRM systems The following Experience is preferred: 3 years of experience in grant or other business/proposal writing The following Licensure, Certifications, or Registration is preferred: Paralegal Studies certificate Additional Information Knowledge, Skills, and Abilities Exemplary interpersonal and communication skills Knowledge of estate and trust administration Ability to manage multiple tasks and responsibilities with little supervision, work under time constraints, meet deadlines and demonstrate flexibility in instances of shifting priories Advanced technical skills, particularly experience in complex CRM database systems Ability to make complex decisions, problem-solve and work cooperatively and effectively with partners across campus Ability to appropriately communicate sensitive information and to judge how and with whom this information should be shared Application Deadline The search committee will review applications until the position is filled; however, for best consideration, applications should be provided by July 6, 2026. Required Application Materials & Evaluation Experience must be fully documented on the official application. The application will be used to evaluate if candidates meet the minimum requirements for the position and for consideration when determining starting pay rate. Experience requirements are inclusive of relevant professional experience, or experience attained through relevant internships, co-ops, student employment positions, or graduate assistantships. Uploads

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Essential Requirement:

Work Authorization BGSU does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. Bowling Green State University is an equal opportunity employer. The University is committed to maintaining an employment and educational environment that is free from unlawful discrimination, harassment, and retaliation. The University prohibits discrimination and harassment on the basis of protected class: age (40 years of age or older), ancestry, color, disability, ethnicity, familial status, gender, gender identity and expression, genetic information, HIV/AIDS status, marital status, military status, national origin, political affiliation, pregnancy, race, religion, sex, sexual orientation, protected veteran status, or any other legally protected characteristic. EEOC Know Your Rights OCRC Know Your Rights In compliance with the ADA Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to for a position with Bowling Green State University, please call 419-372-8421 or email ohrbgsu . BGSU is an E-Verify employer. If hired into this position, you will be required to provide satisfactory proof of employment eligibility by providing acceptable, original forms of identification for employment verification via the Federal I-9 employment verification process. A list of acceptable documents can be seen here: uscis.gov/i-9-central/form-i-9-acceptable-documents