Remote Volunteer Planned Giving Education Coordinator — Legacy Lounge

Responsibilities

• Develop an annual education calendar based on approved topics and audience questions
• Coordinate researchers, writers, speakers, professional reviewers, hosts, and event teams
• Maintain source citations, disclaimers, review records, versions, and update schedules
• Ensure content distinguishes general education from individualized legal, tax, investment, or estate-planning advice
• Organize virtual sessions, articles, FAQs, presentations, and follow-up resources
• Review materials for accessibility, plain language, privacy, and brand consistency
• Route technical questions to authorized professionals
• Track participation, feedback, content gaps, and improvements

Qualifications

• Experience in adult education, planned giving, philanthropy, nonprofit development, training, events, financial education, law, tax, or communications
• Strong project management, research, editing, facilitation, and quality-control skills
• Ability to coordinate licensed professionals without implying endorsement
• Familiarity with accessibility and donor privacy