Barnard

Manager, Planned Giving Operations

New York City, NY · Full-time

Sponsorship not specified$67k-$72kDetected 2 days ago

ComplianceProject ManagementSalesforceLogisticsLeadershipCommunicationCollaborationProblem Solving

About the role

If you are a current Barnard College employee, please use the internal career site to apply for this position.
Job: Manager, Planned Giving Operations Reporting to the Senior Director, Planned Giving, the Manager, Planned Giving Operations serves as the strategic manager of the planned giving infrastructure.
The Manager is responsible for the end-to-end lifecycle of deferred gifts, from initial documentation to estate settlement, ensuring data integrity, policy compliance, and donor stewardship.

Serve as the operational liaison to Advancement Services, Finance, and external partners (e.g., State Street Bank, PG Calc), oversee CGA (Charitable Gift Annuity) reporting, and ensure seamless asset transfers.
Lead the preparation for internal and external financial audits; synthesize gift data into actionable reports for department leadership and regulatory bodies.
Manage the technical aspects of estates and life income gifts, overseeing the creation of gift booking forms and ensuring all documentation aligns with CASE standards, as well as legal and government regulations.
Manage specialized logistics for the Vice President and President regarding signature-authority items and notary services for legal gift documents.
Provide logistical support for meetings and events.

Knowledge, Skills & Abilities:
Ability to exercise good judgment and diplomacy in dealing with estate executors, gift prospects, college administrators, trustees, and alumnae.
Ability to work independently and collaboratively within a team environment
Perform other duties as required and work on related projects as assigned.
Bachelor's degree or equivalent experience.
Three to five years of related experience, preferably in an academic setting.
Familiarity with planned giving industry and CASE standards, and government regulations.
Ability to work well under pressure and adapt in a dynamic environment.
Ability to organize work and follow through on details.
Welcoming, customer-service oriented disposition, and a sense of humor.

Experience with a fundraising database (Salesforce preferred, but not required).
Additional Information:
a minimum of 3 days in-office weekly, and requires a presence in the office during busy periods, full staff meetings, and events.
The above hiring range represents the College's good faith and reasonable estimate of the range of possible compensation at the time of posting.

Strong project management skills.
Ability to multitask and meet deadlines.
Strong logical, analytical, and organizational skills.
Excellent oral and written communication skills.
Excellent financial acumen.
Solid conceptual and problem-solving skills.
Ability to deal with the public with patience, diplomacy, and tact.
Proficient with database management and Microsoft Office.
Ability to adhere strictly to rules regarding confidential information.
Ability to occasionally work outside of standard business hours including some weekends and evenings.
Must meet the department's core values of collaboration, aspiration, transparency, respect, accountability, and trust.
Manager, Planned Giving Operations

$66,500 - $71,500
The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training.
The above hiring range represents the College's good faith and reasonable estimate of the range of possible compensation at the time of posting.

This listing is sourced directly from Barnard's careers page and normalized into a canonical job model.