Contract Specialist, Planned Giving - Remote

Overview

As the Contract Specialist, Planned Giving, you will play a vital role in advancing Hillel’s mission by facilitating the efficient administration of estate and complex gifts. Your keen attention to detail, exceptional organizational skills, and ability to manage multiple priorities will optimize operations, enabling the Planned Giving team to focus on donor engagement and strategic initiatives. This position is essential to ensuring compliance, accuracy, and donor stewardship—directly contributing to Hillel’s philanthropic success and long-term sustainability. This is a fully remote position for candidates located in the United States, preferably in the Eastern or Central time zones.

In Short

• Assist in the administration of estate gifts, including tracking and managing estate accounts.
• Interpret estate agreements and legal documents.
• Maintain precise records of gift documentation.
• Manage the estate tracking task spreadsheet.
• Reconcile external tracking spreadsheets with Salesforce.
• Log and update all estate gift-related interactions in Salesforce.
• Organize and manage estate document folders.
• Conduct outreach tasks related to estate representatives.
• Assist in identifying and developing new planned giving prospects.
• Support the Senior Director in managing potential planned giving donors.

Requirements

• 4+ years of experience in estate administration or planned giving.
• Paralegal background preferred.
• Strong attention to detail and organizational skills.
• Proficiency with Salesforce or other CRM systems.
• Experience in gift reconciliation and financial documentation.
• Ability to handle sensitive donor information with discretion.
• Excellent written and verbal communication skills.

Benefits

• Competitive salary in the nonprofit marketplace.