Planned Giving Project Manager

California, United States
Jan 05, 2021
End of advertisement period
Mar 05, 2021
Contract Type
Full Time

Grade: H
FTE: 100%; Exempt

Note: Not all unique aspects of the job are covered by this job description

Reporting to an Associate Director of Planned Giving in the Office of Planned Giving, a unit within the Office of Development (OOD), the Planned Giving Project Manager (“PGPM”) is responsible for assisting with Stanford’s gift acceptance process in OOD.  This individual will work closely with others in the Office of Planned Giving to gather, review, and analyze information relating to the gift acceptance process. This individual will enjoy problem solving, critical thinking, and seek to improve strategies to track and review prospective gifts with OOD colleagues.

Your responsibilities will include:

  • Working closely with Development Services and the Office of the Vice President for Development, to manage the gift acceptance process in order to ensure the efficient and accurate vetting of prospective gifts and pledges. This will include the review of gift documentation, background information, and additional materials to identify and elevate issues.
  • Managing and implementing enhancements to systemize the tracking and monitoring of the pipeline of gifts and pledges to be reviewed.
  • Working with field fundraisers and other development staff to obtain information necessary for documenting decisions and ensuring relevant documents are added to the development database.
  • Engaging in some independent research and analysis.
  • Working under self-initiated direction to assess and produce relevant, standard or custom information (reports, charts, graphs and tables) to report on the results of the gift acceptance process; may help guide other staff in this process.
  • Possible involvement in other projects for the Office of Planned Giving.

*Other duties may also be assigned.

To be successful in this position, you will bring:

  • Bachelor’s degree and three years of relevant experience, or combination of education and relevant experience.
  • Strong project management experience in a fast-paced environment.
  • Previous experience in planned giving, gift documentation and/or compliance is highly desirable.
  • Advanced ability with Microsoft Office suite.
  • Ability to work efficiently, juggle tasks simultaneously, meet deadlines, and achieve goals.
  • Excellent communication skills, with the ability to interact with a wide range of people in a professional setting.
  • Exceptional attention to detail and follow-through.
  • Familiarity with or willingness to learn Stanford database systems (Postgrads; CARD; OBI).
  • Demonstrated ability to maintain confidentiality and effectively handle highly sensitive and personal information with sound judgment, tact, and discretion. 
  • Excellent organizational skills with the ability to manage multiple activities in deadline-oriented environment.
  • Demonstrated ability to produce data in a clear and understandable manner.
  • Experience working independently and as part of a team.

Why Stanford for you:

Imagine a world without search engines or social platforms. Consider lives saved through first-ever organ transplants and research to cure illnesses. Stanford University has revolutionized the way we live and enrich the world. Supporting this mission is our diverse and dedicated 17,000 staff. We seek talent driven to impact the future of our legacy. Our culture and unique perks empower you with:

  • Freedom to grow. We offer career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or global leader speak.
  • A caring culture. We provide excellent retirement plans, generous time-off, and family care resources.
  • A healthier you. Climb our rock wall, swim in our Olympic-sized pool, or choose from hundreds of health and fitness classes at our world-class exercise facilities. We also provide highly competitive health care benefits.
  • Discovery and fun. Stroll through historic sculptures, trails and museums.
  • Enviable resources. Enjoy free commute programs, ridesharing incentives, discounts and more!

The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned.

Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.

How to apply:

We invite you to apply for the position by clicking on the “Apply for Job” button. To be considered, please submit a cover letter and a resume with your online application. The cover letter should briefly describe why you believe you are a good fit for this position.

Additional Information

  • Schedule: Full-time
  • Job Code: 4288
  • Employee Status: Regular
  • Grade: H
  • Requisition ID: 87537