Planned Giving Coordinator

About the role

Reporting to the Senior Manager of Planned Gift Administration, the Planned Giving Coordinator is responsible for administrative, data-related and communications tasks for Planned Giving within EDF's Development department. The position will be based out of EDF's New York, NY, headquarters with the opportunity for a hybrid remote/office-based work schedule.

Responsibilities

• Scan and upload incoming mail and review phone, email and Salesforce Case inquiries, responding (where applicable) or forwarding leads to Planned Giving (PG) team members or other development staff as appropriate and within a timely manner.
• Perform administrative tasks on behalf of the Planned Giving team, including shipping materials to remote staff, assisting with internal mailings, processing team invoices and expense reports, tracking professional development attendance/expenditures, scheduling team meetings and circulating birthday/work anniversary cards for the team.
• Support Senior Manager, Planned Gift Administration as assigned.
• Assist in tracking open estates to ensure timely follow-up with executors and the collection of estate gifts.
• Process planned gift and estate distributions and prepare estate acknowledgment letters under established procedures.
• Manage the charitable gift annuity agreement process from start to finish, including staying in close contact with State Street Investment Management.
• Support various data cleanup projects to ensure efficient data management and planned giving processes.
• Participate in department-wide projects, meetings, retreats and other duties as assigned.
• Participate in advancing EDF's Organizational Effectiveness and Culture (OEC) goals in which people from all backgrounds and experiences feel connected, included, and empowered to address the environmental and organizational challenges in alignment with EDF values.
• Seek professional development opportunities to expand knowledge of subject matter.

Qualifications

• Associate's degree or equivalent in a relevant field with at least 3 years of Development, office, or customer service experience.
• A Bachelor's degree or equivalent may substitute for up to 2 years of relevant experience.
• Planned Giving experience a distinct asset.
• Ability to handle multiple tasks simultaneously along with a strong understanding of how and when to prioritize.
• Proven organizational skills.
• Sensitivity with respect to handling confidential documents and financial data.
• Experience with