Estate and Gift Planning Administrator

Mount Holyoke College • South Hadley, MA • 8h ago

SOUTH HADLEY Estate and Gift Planning Administrator The Gift Planning
Administrator manages the end-to-end operational and administrative
workflow for the College\'s gift planning program. Acting as the primary
liaison between donors, legal representatives, and internal teams, this
role ensures the precise administration, recording, and stewardship of
estates, trusts, and life income gifts. Key Responsibilities Estate &
Trust Administration: Serve as the main point of contact for attorneys,
executors, and the Alum Association. Review legal estate documents,
monitor probate status, secure authorized signatures, and maintain
precise records in the CRM database throughout the settlement process.
Gift Processing & Compliance: Prepare life income gift contracts,
financial illustrations, and tax disclosures. Process gifts-in-kind,
relay confidential data to external custodians (e.g., TIAA Kaspick), and
partner with the Finance Office to ensure accurate accounting and ledger
coding. Donor Relations & Office Support: Act as the first point of
contact for donor inquiries via phone and email. Manage office budget
tracking, expense reporting, cross-departmental scheduling, file
management, and event support (such as Reunion and Commencement). Core
Qualifications Associate\'s degree with a minimum of one year of
job-related office experience, or an equivalent combination of education
and experience. Experience with estate/trust administration, paralegal
workflows, or gift planning operations. Proficiency in database
management (CRM) and office budget tracking. Exceptional communication
skills with a proven track record of handling sensitive financial data
with empathy, discretion, and strict confidentiality. Background Checks:
Mount Holyoke College is committed to providing a safe and secure
environment, supported by qualified employees that will allow all of its
students, faculty, staff and those associated with them to successfully
carry out the mission of the college. As a condition of employment, the
College will conduct appropriate background checks for all new hires.
Mount Holyoke has designated the Office of Human Resources as the office
responsible for ensuring that background checks (CORI, SORI, Credit
History, & Driver Credential) are completed and utilized in the hiring
process and Five College Office of Compliance and Risk Management as the
office responsible for facilitating background checks as articulated in
this policy. Special Instructions for Applicants: Apply online;
application materials must include: A cover letter summarizing interests
and qualifications A complete resume or curriculum vitae For faculty
positions, statements on mentoring, teaching, and research will also be
required.

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