Gift Planning Coordinator

* Manage and respond to donor inquiries directed to the Office of Gift Planning. Provide guidance and connect when needed with other Scripps staff or departments.* Together with the Director of Gift Planning, plan and execute signature Gift Planning events, from concept through delivery, including programming content, guest experience, and post-event follow-up.* Coordinate needed logistics for events, including reserving spaces on campus or at off-site locations, preparing Zoom calls for online events, sending invitations, logging RSVPs and communicating directly with donors.* Oversee the design, production, and distribution of annual stewardship gifts, maintaining consistency with institutional voice and values.* Lead virtual stewardship programming for giving society members, including the society’s book club.* Oversee the implementation and continuous improvement of gift administration processes, ensuring accuracy and compliance in documentation, contracts, and donor records.* Create and maintain standardized templates and procedures for gift-related correspondence, ensuring alignment with both College branding and legal requirements.* Send new gift documents for electronic or paper signature and ensure that final drafts are shared with relevant Scripps staff as well as donors.* Resolve issues related to annuity payments, direct deposit, or beneficiary distributions by liaising with donors and financial institutions.* Manage estate and beneficiary-related outreach, including sensitive family interactions and required tax documentation.* Serve as the primary liaison to Advancement Services, Business Affairs, and TCCS, coordinating cross-departmental processes to ensure smooth handling of new and existing gift plans.* With support from the Director of Gift Planning, seek training opportunities for professional development within the field.* Provide strategic oversight of planned giving data, ensuring accuracy, integrity, and timely updates in Blackbaud NXT and Box.* Manage systems for tracking pending distributions and outstanding pledges, alerting relevant staff to actions required for timely gift completion.* Prepare quarterly and ad hoc reports on Elm Tree Society membership, giving totals, and other key metrics for leadership review.* Assist Director of Gift Planning in maintaining and reviewing prospect contact reports,* Responsible for regular audits of Gift Planning data for accuracy and completeness.* Manage the annual operating budget for the Office of Gift Planning in collaboration with the Director, ensuring resources align with strategic goals.* Monitor budget performance, reconcile expenses, and prepare monthly and quarterly financial reports for leadership.* Together with the Director of Gift Planning, develop an annual marketing calendar.* Coordinate with Marketing and Communications for creation of new marketing materials for the Planned Giving website and newsletters.* Responsible for keeping marketing projects on budget and delivered on schedule.* Manage vendor relationships, timelines, and deliverables for marketing, publications, and web updates.* Active support for the College’s Principles of Community and Institutional Values in the performance of job duties.**REQUIRED KNOWLEDGE, SKILLS, and ABILITIES**: * Project management skills and the ability to manage multiple projects simultaneously.* Strong clerical and administrative skills with attention to detail.* Excellent communications skills with customer service orientation.* Strong professional writing and verbal skills.* Ability to build productive relationships with all alumnae, specifically major donors with estate commitments to the College.* Ability to build strong working relationships within the department, division, and across other units of the College.* Proficiency in Microsoft Office suite (word, excel, PowerPoint) and proficiency in office CRMs and systems, specifically Blackbaud Raiser’s Edge and Workday. Preferred experience with PGCalc, Canva, and WordPress.# **\*\*Please note: Current Scripps employees will need to apply for open positions through Workday. Please log into Workday and click on the “Jobs Hub” task to complete application process.** Scripps College is a top-ranked liberal arts college and the women’s college of The Claremont Colleges. Founded in 1926 by Ellen Browning Scripps, the College has provided exceptional education to equip talented students intellectually and morally with the skills, experience, and discernment to lead satisfying and productive professional and personal lives. In the founder’s words, “The paramount obligation of a college is to develop in its students the ability to think clearly and independently and the ability to live confidently, courageously and hopefully.” These fundamental principles remain central and relevant to the mission of the College today.Kiplinger’s Personal Finance ranks Scripps College among the Top 100 Best Values in Liberal Arts Colleges in the US. The Wall Street Journal places Scripps among the top 10 of Top Institutions in the West and in the top 100 of all colleges overall. Scripps College is ranked on multiple lists as one of the most beautiful college campuses and is listed in the National Register of Historic Places. #J-18808-Ljbffr