Jobs › Companies › Ppfa › Coordinator, Estates and Special Gifts

Sobre este puesto de Coordinator, Estates and Special Gifts en Ppfa

Ppfa · Híbrido · New York, NY
Planned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives.
 
Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health. Formed as the advocacy arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4). The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission.
 
Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund (Action Fund) seek an organized and detail-oriented Coordinator. This job reports to the Sr. Director, Estates & Special Gifts on the Gift Planning team within the Individual Giving department. The Gift Planning program provides fundraising expertise and execution in the areas of realized bequests, trust and estate administration, life income gifts, and special gifts, resulting in $40 million in annual revenue, critical to achieving the organization’s mission through charitable support.

Purpose:

The Coordinator, Estates & Special Gifts, assists the Estates & Special Gifts team with day-to-day work following established protocols for correspondence, scanning, maintaining the database, and electronic document storage.

Delivery:

  • Proofreads and prints thank-you letters, receipts, and envelopes on letterhead; uses an autopen machine; scans documents and saves them to appropriate electronic folders.
  • Reviews incoming mail as assigned; creates electronic folders in the drive; moves documents to appropriate locations.
  • Updates donor database and spreadsheets for activity and gift alignment. 
  • Takes letters and packages to the mail room, post office, and/or FedEx as needed each day.
  • Assists with filing of retained documents.
  • Assists with digitizing and scanning a variety of gift and estate documents.
  • Researches names, addresses, and contact information for donors; finds obituaries for deceased individuals.
  • Conducts monthly reconciliation of all Gift Planning revenue in partnership with the Sr. Director
  • Performs other duties as assigned
  • Engagement:

  • Engage and advise team members to support them with operational matters and explain administrative aspects of supporting the team’s work.
  • Work side-by-side with estates officers who focus on special gifts from living donors and also gifts through trusts, estates, and inherited accounts.
  • Coordinate with the mailroom on daily mail deliveries and scans related to estates and special gifts in play
  • Exchange observations and ideas with team stakeholders about database functions and improvements related to estates and special gifts
  • Knowledge, Skills and Abilities (KSAs):

  • Bachelor’s degree or equivalent years of experience, with at least 1 year of professional work experience
  • Work experience or internships in a development and/or legal setting is a plus. 
  • Flexibility in assisting different individuals with tasks changing day-to-day.
  • Attention to detail in proofreading and assembling correspondence.
  • Organized and data-oriented
  • Experience with Google and Microsoft documents and spreadsheets.
  • Experience with editing PDFs using Adobe products.
  • Ability to use a variety of office machines (scanners, printers, Autopen).
  • Some light lifting and carrying of small and medium-sized boxes.

  • Travel: 0-5%
     
    The Planned Parenthood cultural ethos, "In This Together", reflects our commitment to building a workplace culture that fosters belonging, promotes learning throughout the employee lifecycle, and recognizes individual contributions to our mission.
     
    Planned Parenthood Federation of America participates in the E-Verify program. Planned Parenthood Federation of America is an equal employment opportunity employer and is committed to maintaining a non-discriminatory work environment, and does not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other characteristic protected by applicable law. Planned Parenthood Federation of America is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.
    ¿Listo para postularte en Ppfa?
    Postúlate en Ppfa

    Empleos similares

    Ppfa
    Senior Specialist, Data Engineer
    Ppfa
    ⚡ Postúlate pronto New York, NY Híbrido
    ● Nuevo 👁 Visto ✓ Postulado hace 4d
    Ppfa
    Senior Specialist, Budget Administration
    Ppfa
    ⚡ Postúlate pronto New York, NY Híbrido
    ● Nuevo 👁 Visto ✓ Postulado hace 4d
    Ppfa
    Director, Strategic Projects
    Ppfa
    ⚡ Postúlate pronto New York, NY Híbrido
    ● Nuevo 👁 Visto ✓ Postulado hace 4d
    Ppfa
    Associate Director, Campaign Services
    Ppfa
    ⚡ Postúlate pronto New York, NY Híbrido
    ● Nuevo 👁 Visto ✓ Postulado hace 5d
    Ppfa
    Director of Project Management, Legal Operations and Special Projects
    Ppfa
    ⚡ Postúlate pronto New York, NY Híbrido
    ● Nuevo 👁 Visto ✓ Postulado hace 5d
    Ppfa
    Assistant General Counsel
    Ppfa
    ⚡ Postúlate pronto New York, NY Híbrido
    ● Nuevo 👁 Visto ✓ Postulado hace 5d
    Ppfa
    Senior Financial Analyst
    Ppfa
    ⚡ Postúlate pronto Telecommuter Híbrido
    ● Nuevo 👁 Visto ✓ Postulado hace 1sem
    Ppfa
    Associate Director, Information Security Engineer
    Ppfa
    ⚡ Postúlate pronto New York, NY Híbrido
    ● Nuevo 👁 Visto ✓ Postulado hace 1sem
    Ppfa
    Policy Counsel
    Ppfa
    ⚡ Postúlate pronto New York, NY Híbrido
    ● Nuevo 👁 Visto ✓ Postulado hace 1sem

    Regístrate para recibir sugerencias adaptadas a los empleos que abres y las búsquedas que guardas.

    Más empleos en Ppfa

    Ver todos los empleos en Ppfa →

    Postúlate ahora
    🤖

    Un momento — para

    JobsRadar se creó para personas reales que están pasando un mal momento en su búsqueda de empleo — no para solicitudes automatizadas. Estás haciendo clic demasiado rápido y ahora estás bloqueado temporalmente.

    Vuelve más tarde. Si de verdad estás buscando empleo, cuentas con nosotros — solo compórtate como una persona.

    Catch your next role the second it’s posted.

    Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

    Create free account

    Free forever · takes 30 seconds · already have one?

    Toma ventaja en tu búsqueda de empleo.

    Únete a nuestro canal de Telegram para lo que te ayuda a conseguir el puesto — referencias salariales, el pulso semanal del mercado y avisos de nuevas funciones. Sin spam, solo señal.

    Únete al canal — es gratis