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Coordinator, Gift Planning

Phillips Academy
Massachusetts, United States
Competitive Salary
Closing date
Nov 17, 2021

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Position Type
Fundraising, Planned Giving
Employment Type
Full Time
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Think Gift Planning is just about trusts, bequests, life insurance, etc.? It's also about tripling the value of a scholarship through an estate, expanding student experiences with an asset that will be efficiently passed to heirs, honoring a faculty member with a donor-advised fund, growing one's retirement resources while backing the campus's future needs. Doesn't that sound like something you'd like to contribute to?  Add to that benefits that include a free lunch when school is in session, parking, outstanding tuition remission for admitted applicants, a gorgeous campus with an art museum to stroll through (for free), no Boston traffic, a Bright Horizons day care in the community with preferential pricing, plus an intentionally diverse community.   

The Coordinator provides administrative assistance for the Director and Associate Director of Gift Planning, and the Development team in general. The Coordinator will support all activities involved with the directors’ administrative, prospect management, travel, and data needs, as required to achieve their individual and team goals.  The ideal candidate will have some experience in financial, estate planning and/or investment administrative work as the position will involve daily work with wills and trusts, the gift recording/reporting of these arrangements, and support with the stewardship and administration of these gifts.    

The Office of Academy Resources is a collaborative and dynamic work environment. The team is mission-driven and aligned with the goals of Phillips Academy, and the success of our community is always clearly in mind.

The successful candidate will have experience with financial and/or legal terms, perhaps with a background in estate administration, complex assets or investment administration, while also enjoying contact with diverse audiences, from alumni/ae and family members of varying ages and backgrounds to attorneys and advisors, largely by telephone and email.  A self-starter’s confidence with juggling projects on various timelines, learning new databases and software systems; respect for the confidential nature of the individuals’ financial and personal resources and giving aspirations.  A history of self-motivation that shows the ability to prioritize and take initiative on projects and one’s own training. 

A Bachelor’s degree is required along with strong computer skills, flexibility, excellent interpersonal skills, project coordination experience, and the ability to work well with all levels of the Academy community.  Some night and weekend work is necessary to complete the requirements of the role.   

As the COVID-19 pandemic persists, our top priority is safety. Accordingly, the Academy will require, subject to disability and religious accommodation exceptions under federal and state law, that all employees be fully vaccinated against COVID-19.

Phillips Academy is an equal opportunity employer. Phillips Academy is an intentionally diverse and inclusive residential community “committed to creating an equitable and inclusive school in which students from diverse backgrounds, cultures, and experiences—including race, ethnicity, nationality, gender, socioeconomic class, sexual orientation, gender identity, religion, and ability—learn and grow together.” The ideal candidate supports the inclusive and diverse nature of the community. Any offers of employment will be contingent upon successful CORI/SORI and fingerprinting background checks as well as unrestricted authorization to work in the United States.

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