Coordinator, Gift Planning

Reporting to the Executive Director of Gift Planning, the Coordinator oversees the University’s management of trust, estate, and other legacy gift distributions through various administrative processes.  The incumbent will also be responsible for the University’s ongoing regulatory compliance with state registration and reporting requirements for soliciting donations and/or charitable gift annuities.  The incumbent will be responsible for various administrative duties -- including direct service to University donors from time to time -- related to the management of the University’s life-income gift program (charitable gift annuities and trusts), donated life insurance policies, and other Gift Planning program work and special initiatives.  Within the context of these duties, the Coordinator serves as the primary liaison at Temple with the University’s custodial bank for life-income gifts, members of the Temple Finance team, and the Office of University Counsel, among other departments.  

At Temple, you will find it easy to fit in while staying true to yourself.  We value what makes each employee unique and strive to maintain a culture of diversity and inclusion.  As an employee, you will enjoy our collaborative team-based culture that values innovation and creativity.  

Visit https://careers.temple.edu/careers-temple to learn more about the benefits of working at Temple University.

Required Education & Experience:

Bachelor’s degree and three years of experience in gift planning at an educational institution, hospital or other not-for-profit organization required.  An equivalent combination of education and experience may be considered 

Preferred:

• Additional financial or legal background, such as bookkeeping or paralegal
• Training in aspects of charitable gift planning 

Required Skills & Abilities:

• Self-starter and able to work both independently and collaboratively as part of a team.
• Advanced interpersonal skills with ability to communicate effectively and concisely both verbally and in writing, particularly to explain complex tax information in simple language with diverse audiences.
• Ability to organize and prioritize, with effective time management skills.
• Working knowledge of the various aspects, goals, and processes of a broad-based fundraising program.
• Background or understanding of gift, estate, and financial planning. 
• Ability to deal with confidential materials with discretion.
• Highly skilled in Microsoft Office tools 
• Demonstrated experienced in information and producing reports from a database.  

This position requires a background check.

This position is assigned a hybrid work arrangement (on-campus and remote), the duration of this hybrid work arrangement is at the discretion of Temple University and the Department.

Temple University values diversity and is committed to equal opportunity for all persons regardless of age, color, disability, ethnicity, marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status protected by law.

In accordance with the City of Philadelphia's COVID-19 mandate, all Temple University students, faculty, staff, and contractors must be fully vaccinated before receiving authorization to work unless they have a medical or religious exemption approved by the University.  An individual is considered fully vaccinated two (2) weeks following the second dose of the Pfizer or Moderna vaccine or two (2) weeks following a single dose of the Johnson & Johnson vaccine. Individuals who do not meet the University's vaccination or exemption requirement will be prohibited from working until proof of full vaccination or an exemption is requested and approved.  For more information, visit the University's Vaccines web page at https://www.temple.edu/coronavirus/vaccines.

Compliance Statement: In the performance of their functions as detailed in the position description employees have an obligation to avoid ethical, legal, financial and other conflicts of interest to ensure that their actions and outside activities do not conflict with their primary employment responsibilities at the institution. Employees are also expected to understand and be in compliance with applicable laws, University and employment policies and regulations, including NCAA regulations for areas and departments which their essential functions cause them to interact.

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You may request a copy of the report by calling Temple University's Campus Safety Services at 215-204-790