Temporary, Coordinator, Gift Planning

Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund seek a Temporary Coordinator to assist the Gift Planning program. This role involves day-to-day administrative tasks, supporting a team focused on special gifts from living donors and gifts through trusts, estates, and inherited accounts. The coordinator will handle correspondence, database maintenance, document storage, and research, contributing to the organization's mission through charitable support.

Must Have

• Assist the team with day-to-day work following established protocols
• Proof-read and print thank you letters, receipts, and envelopes on letterhead
• Use an autopen machine
• Scan documents and save to appropriate electronic folders
• Review incoming mail as assigned
• Create electronic folders in the drive
• Move documents to appropriate locations
• Update donor database and spreadsheets for activity and gift alignment
• Take letters and packages to the mail room, post office, and/or FedEx as needed
• Assist with filing of retained documents
• Assist with digitizing and scanning a variety of gift and estate documents
• Research names, addresses, and contact information for donors
• Find obituaries for deceased individuals
• Perform other duties as assigned

Good to Have

• Flexibility in assisting different individuals with tasks changing day-to-day
• Attention to detail in proof-reading and assembling correspondence
• Organized
• Data-oriented
• Work experience in development setting
• Internships in development setting
• Work experience in legal setting
• Internships in legal setting

Perks & Benefits

• Commitment to building a workplace culture that fosters belonging
• Promotes learning throughout the employee lifecycle
• Recognizes individual contributions to our mission
• Equal employment opportunity employer
• Committed to maintaining a non-discriminatory work environment
• Committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation

Planned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives.

Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health. Formed as the advocacy and political arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4). The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission.

Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund seek a Temporary Coordinator. This position reports to the Senior Director-Gift Planning in the Development Division. The Gift Planning program provides fundraising expertise and execution in the areas of realized bequests, trust and estate administration, life income gifts, and special gifts, resulting in excess of $35 million in annual revenue, critical to achieving the organization’s mission through charitable support.

Purpose:

• The purpose of this temporary coordinator role is to assist the team with day-to-day work following established protocols for correspondence, scanning, maintaining the database, and electronic document storage.

Engagement:

• The temporary coordinator will work side-by-side with several team members who focus on special gifts from living donors and also gifts through trusts, estates, and inherited accounts.

Delivery:

• Proof-reads and prints thank you letters, receipts, and envelopes on letterhead; uses an autopen machine; scans documents and saves to appropriate electronic folders.
• Reviews incoming mail as assigned; creates electronic folders in the drive; moves documents to appropriate locations.
• Updates donor database and spreadsheets for activity and gift alignment.
• Takes letters and packages to the mail room, post office, and/or FedEx as needed each day.
• Assists with filing of retained documents.
• Assists with digitizing and scanning a variety of gift and estate documents.
• Researches names, addresses, and contact information for donors; finds obituaries for deceased individuals.
• Performs other duties as assigned.

Knowledge, Skills and Abilities (KSAs):

• Flexibility in assisting different individuals with tasks changing day-to-day.
• Attention to detail in proof-reading and assembling correspondence.
• Organized, and data-oriented
• Experience with Google and Microsoft documents and spreadsheets.
• Experience with editing PDFs using Adobe products.
• Ability to use a variety of office machines (scanners, printers, autopen).
• Some light lifting and carrying of small and medium-size boxes.
• Work experience or internships in development and/or legal setting is a plus.

Travel: 0%

Planned Parenthood's cultural ethos, "In This Together", reflects our commitment to building a workplace culture that fosters belonging, promotes learning throughout the employee lifecycle, and recognizes individual contributions to our mission.

Planned Parenthood Federation of America participates in the E-Verify program. Planned Parenthood Federation of America is an equal employment opportunity employer and is committed to maintaining a non-discriminatory work environment, and does not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other characteristic protected by applicable law. Planned Parenthood Federation of America is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.