New

Project Coordinator for Planned Giving

University of North Carolina Charlotte

$52,721 - 65,901

life insurance

United States, North Carolina, Charlotte

Apr 25, 2025

Project Coordinator for Planned Giving

Please see Special Instructions for more details.

The finalist will be subject to a Criminal Background Check and/or a Motor Vehicle Report
The Search Committee will not contact references without first verifying permission with the finalist.
Please ensure your application reflects the knowledge, skills, abilities, and experiences to support your answers to the supplemental questions.
Do not write 'see resume' on your application when completing the job duties section.
UNC Charlotte Benefits Information: https://hr.charlotte.edu/benefits/benefits-overview/

Position Information

General Information

Vacancy Open to	All Candidates
Employment Type	Permanent - Full-time
If time-limited, note appointment end date
Hours per week	40
Months per year	12
Position Number	003805
NC Salary Grade Equivalency	GN11
Classification Title	University Program Specialist
Working Title	Project Coordinator for Planned Giving
Salary Range	$52,721 - 65,901
Anticipate Hiring Range	$52,721 - $60,172
FLSA Status	Non Exempt
Division	University Advancement
Department	Development (Adm)
Work Unit	Planned Giving & Principal Gifts
Work Schedule	8:00 am - 5:00 pm; Monday - Friday with occasional evening and weekend hours required, as necessary.
Primary Purpose of Position	This position is the key project coordinator for the Planned Giving department. The Project Coordinator provides support to the Senior Director of Planned Giving in Development and the entire Development team including administrative support; budget management; volunteer and donor management; and project management. The project coordinator manages and assists with the coordination and execution of events and meetings with high profile internal and external constituents.
Minimum Education/Experience	Required Minimum Qualifications: Bachelor's degree and one year of experience related to the area of assignment; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions. University Preferred Qualifications: Journey: Graduation from a four year college or university and at least three years of program associate experience; or an equivalent combination of training and experience.
Essential Job Duties	This position is the key project coordinator for Principal and Planned Gifts. The Project Coordinator provides project support to the Senior Director of Principal and Planned Gifts as well as the Advancement Team including advanced level administrative support, budget management, donor and gift management, and project management. The position manages and assists with the marketing of planned gifts, stewardship of the legacy society and planned giving donors, and analysis of planned giving data and tracking of planned and principal gifts.
Other Work Responsibilities	Provides day-to-day coordination and administrative support to principal and planned giving including but not limited to: tracking and reporting, especially with respect to the bequest pipeline, life insurance policies, and life-income gifts; coordinating and distributing communications and other materials; preparing, editing, and maintaining reports and meeting notes; and scheduling, coordinating and preparing materials for in-person and virtual meetings, conference calls, and events. Assists with a full body of project related work including principal gifts, major gifts, campaign planning and donor events. Important to keep understanding that the Senior Director's key responsibility is building relationships with external partners so must be flexible in handling unusual requests. Works with the department to establish internal project management procedures and policies. Coordinates business functions of the unit that include personnel administration, office coordination, and budget monitoring or management. Coordinates and execute events with high profile internal and external constituents. Prioritizes schedules and meetings in working with donors, volunteers, Chancellor and Dean's office, Foundation board members and internal constituents. Manages departmental budget. Direct access to, or responsibility for, cash and credit card information, University property disbursements or receipts, and extensive authority for committing the financial resources of the University. Ensures deadlines are met and activity happens in a timely manner. Capable of speaking on behalf of the Senior Director on a range of administrative tasks which includes adjusting schedules, management of budget, preparation of communications, managing call reports, events planning, working with admins in Development with funding allocations. Ability to collect, track and analyze data and put in appropriate format for presentation. Manages contact information with updating records and tracking communications. Direct responsibility for secure handling of sensitive and/or confidential information.
Departmental Preferred Experience, Skills, Training/Education	Graduation from a four year college or university and one year of related experience; or an equivalent combination of training and experience. Project management and/or event coordination experience. Strong interpersonal and communication skills. Excellent organizational skills. Ability to manage multiple projects and deadlines. Proficient in Microsoft Office and Google Suite. Knowledge of Principal and Planned Giving. Proficient in PG Calc's Bequest Manager and Gift Wrap. Knowledge of Banner Advancement and an understanding of the development process preferred. Flexibility and good attitude desired.
Necessary Licenses or Certifications
Work Location	Foundation Building
Posting date	04/24/2025
Closing date	05/08/2025
Proposed Hire Date	06/01/2025
Contact Information
Special Notes to Applicants	The finalist will be subject to a Criminal Background Check and/or a Motor Vehicle Report The Search Committee will not contact references without first verifying permission with the *finalist. Please ensure your application reflects the knowledge, skills, abilities, and experiences to support your answers to the supplemental questions.* Do not write 'see resume' on your application when completing the job duties section. UNC Charlotte Benefits Information: https://hr.charlotte.edu/benefits/benefits-overview/

Posting Specific Questions

Required fields are indicated with an asterisk (*).

*
How did you hear about this employment opportunity?
- UNC Charlotte Website
- HERC Job Board
- Inside Higher Education
- Circa (formerly known as Local JobNetwork)
- Another Website
- Agency Referral
- Advertisement/Publication
- Personal Referral
- Other
Where did you learn about this posting?

(Open Ended Question)
Do you have experience interacting with donors?

(Open Ended Question)
Do you have experience with planned or principal giving?

(Open Ended Question)
Do you have PGCalc and Bequest Manager experience?

(Open Ended Question)

Applicant Documents

Required Documents

Resume / Curriculum Vitae
Cover Letter / Letter of Interest
Contact Information for References

Optional Documents