Planning coordinator

Gift Planning Assistant

Pay Range : $20 - $26 / hr (depending on experience)

Location : Hartford, CT

Employment Type : Temporary, Part-Time (24 hours per week), Potential Temp-to-Hire

The Gift Planning Assistant will support our team with planned giving efforts, including bequests, annuities, and trusts.

This role is ideal for someone organized and detail-oriented, interested in supporting donor relationships and handling sensitive information.

Key Responsibilities :

• Help maintain donor relationships through meetings, emails, and phone calls.
• Assist donors and advisors with basic planned giving information.
• Prepare and send out materials, including mailings and email updates.
• Manage updates to donor records and gift entries in the database.
• Process life-income gifts and ensure they’re handled properly.

Qualifications :

• Education : High school diploma or GED.
• Experience : 2-4 years of office or admin experience; fundraising, donor relations experince is strongly preferred

INDA

Last updated : 2024-11-02

Salary : $20 - $26