Position Summary The Gift and Estate Planning Coordinator, reporting to the Executive Director of Planned Giving, serves as part of the Office of Planned Giving. This position will be responsible for coordinating the administration of trusts and estates, recording new planned gifts and on-boarding new members of the University's 1842 Heritage Society. The Coordinator will also be responsible for managing and reporting on data (e.g. membership, financial and stewardship-related), and stewardship of the 1842 Heritage Society. This position will have no supervisory responsibilities.
Villanova is a Catholic university sponsored by the Augustinian order. Diversity and inclusion have been and will continue to be an integral component of Villanova University's mission. The University is an Equal Opportunity/Affirmative Action employer and seeks candidates who understand, respect and can contribute to the University's mission and values.
Duties and Responsibilities
Manage the trusts and estates administration process for realized gifts, including review and interpretation of wills, trusts, accountings, and other estate documents; maintain digital records and produce reports related to realized planned giving expectancies, and; serve as a primary liaison for the Office of Planned Giving to the Office of General Counsel and Finance Office.
Oversee the planned gift acceptance process for new bequest intentions and life-income gifts, including documenting and recording new gifts, maintaining and reporting on a book of planned giving expectancies, and on-boarding new members of the 1842 Heritage Society.
Coordinate the administration of life insurance gifts, including payment of annual premiums and facilitation of regular policy reviews by outside advisors.
Manage data requests, reviews, and reporting for the Office of Planned Giving.
Respond to inquiries from individuals who are interested in learning about planned giving, or who have included the University in their will or estate plan.
Support planned giving events, including development of invitation/mailing lists, coordination and distribution of invitations, and on-site event support.
Bachelors degree required.
3+ years of experience in trusts and estates, fundraising, or program administration.
Knowledge of the estate planning and probate process.
Attention to detail and strong communication skills, along with significant organizational and analytical skills required.
Ability to manage up and influence others.
Must be able to work collaboratively.
Knowledge of planned giving tools and techniques a plus.
A strong knowledge of and desire to associate with Villanova Universitys mission.
Ability to interpret and respond to legal documents.
Ability to communicate effectively to diverse groups of external and internal constituents.
Knowledge of general office equipment including personal computers, word processing software, spreadsheet software and database software required. Knowledge of PG Calc software (Bequest Manager and Gift Wrap) a plus.
Villanova is a Catholic university sponsored by the Augustinian order. Diversity and inclusion have been and will continue to be an integral component of Villanova University's mission. The University is an Equal Opportunity/Affirmative Action employer and seeks candidates who understand, respect and can contribute to the University's mission and values. Villanova University is committed to providing leadership in the attainment of equal employment for all individuals. It is the policy and practice of Villanova University to recruit and select applicants on the basis of their qualifications and abilities. This effort is in compliance with all federal and state laws, including Title VI and VII of the Civil Rights Act of 1964, Title IX of the Educational Amendments of 1972, Section 504 of the Rehabilitation Act of 1975, Executive Order 11246, and the Americans with Disabilities Act.
Copyright 2017 Jobelephant.com Inc. All rights reserved.
Villanova was founded in 1842 by the Order of St. Augustine, and to this day, Villanova's Augustinian Catholic tradition is the cornerstone of an academic community where students learn to think critically, act compassionately, and succeed while serving others. Villanova prepares students to become ethical leaders who create positive change everywhere life takes them.
As a Villanova University ...employee you will be part of a dynamic community where each individual and their contributions are valued. Working at Villanova will give you the opportunity to contribute to our mission and values, while working with some of the most experienced educators and staff in the country. We invite you to join the more than 2,500 faculty and staff at Villanova University who have already discovered what Villanova has to offer.
Diversity and inclusion have been and will continue to be an integral component of Villanova University's mission. The University is an Equal Opportunity/ Affirmative Action employer and seeks candidates who understand, respect and can contribute to the University's mission and values.