PLANNED GIVING COORDINATOR, Development & Alumni Relations

Our Mission

We in Boston University Development & Alumni Relations (DAR) harness the power of philanthropy to make an excellent education accessible and welcoming to all, and to advance BU's global leadership in research, scholarship, artistic creation, and professional practice. To support our work, we have built and are continuing to build an outstanding team of dynamic, mission-driven advancement professionals who constantly strive to create an environment where everyone belongs. Where its not just about a job, but a career and a community. Now, our Planned Giving team is looking for a Coordinator who will performs a wide variety of professional, administrative and staff support tasks for the members of the Planned Giving team.

Planned Giving at Boston University

The planned giving office functions as a frontline fund raising team that focuses on securing alumni gift commitments through estate plans, trusts and other entities as well as helping donors who wish to gift non-traditional assets, e.g. real estate, privately help securities, artwork, etc. Planned Giving Coordinator Reporting to the Senior Director, the Planned Giving Coordinator provides general office support for the Planned Giving team, coordinates travel and tracks expenses, acts as office liaison and work-study supervisor. 

Responsibilities:

• Perform general office support duties, including scheduling meetings, maintaining appointments and calendars, arranging travel, ordering supplies, tracking expenses, preparing expense reports, screening and directing phone calls and processing university paperwork. Attend office meetings with and/or in place of Planned Giving officers. 
• Assist with Planned Gift Administration, including supporting the processing of life income gifts, processing planned gift income, administering planned gift payments, maintaining GiftWrap database. 
• Provide preliminary prospect and giving research, including general work with Internet browsing tools. Develop and run queries in CRM in support of frontline gift officer activity.
• Establish and maintain office, filing and computer systems for prospect files and donor giving figures, contact reports, and BBEC tracking updates. 
• Assist with the development, execution and follow up of events. This includes direct prospect and donor contact. Also assist with Planned Giving marketing and stewardship projects.
• Assist in the training and supervision of work-study students, and provide ad-hoc coverage of the front desk

A cover letter is required for consideration.

• Bachelor's degree 
• One to three years of related work experience
• Strong organizational and interpersonal skills are required
• Ability to multitask and prioritize the workload
• Must be able to handle confidential material responsibly and interact professionally with a wide spectrum of individuals

But that's not all were looking for; we want someone who embodies our values:

• Teamwork, transparency, and mutual respect, because we value every members contributions and know that leadership can come from anywhere. 
• Diversity, equity, inclusion, and a commitment to ensuring that each of us knows we belong here.
• Integrity in how we work and how we treat one another.
• Strategic thinking and curiosity in the relentless pursuit of fresh approaches and measurable results.
• Continuous growth and improvement, both as individuals and as a team.
• Joy and shared appreciation for working hard toward goals that matter.

If this resonates with you and you want to help us in our ambitious next campaign and maybe do some of your best work as an advancement professional we encourage you to apply. If you are hesitant to apply because you have not previously performed every responsibility listed in the description, but you do possess transferable skills, our values, and the defined qualifications, we still want to hear from you and welcome your application as well.

To learn more about Development & Alumni Relations at Boston University, and other job opportunities, please stop by the DAR Talent website: https://www.bu.edu/dar-talent/.