Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 24 days ago

Manager, Planned Giving Operations

Barnard45 open roles

Pay
$66,500 – $71,500 a year
Where
New York City, NY
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowManager, Planned Giving OperationsBarnard · New York City, NY

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Barnard's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.3% of postings close within 7 days. Measured by our own scanner across the market. Barnard postings stay open a median of 5 days.

Share of postings closed within
  1. 1.9%1 day
  2. 4.0%3 days
  3. 8.3%7 days
  4. 15.3%14 days
  5. 34.2%30 days
This job: posted 24 days ago

Barnard median: 5 days open

The posting

If you are a current Barnard College employee, please use the internal career site to apply for this position.

Job:

Manager, Planned Giving Operations

Reporting to the Senior Director, Planned Giving, the Manager, Planned Giving Operations serves as the strategic manager of the planned giving infrastructure. This role maintains the technical and compliance framework necessary to sustain a high-growth legacy giving program. The Manager is responsible for the end-to-end lifecycle of deferred gifts, from initial documentation to estate settlement, ensuring data integrity, policy compliance, and donor stewardship. As a key collaborator within Advancement, the Manager bridges the gap between frontline fundraising and technical operations, supervising student staff and managing external vendor relationships to optimize the program's efficiency.

Job Description:

DUTIES & RESPONSIBILITIES:

  • Direct the Planned Giving operational calendar and coordinate the execution of the gift annuity state filing and compliance schedule to ensure the College remains in good standing across all jurisdictions.
  • Oversee the tracking system for the estate and life income gifts process and procedure, including preparing gift booking forms; tracking estate, life income and other gift data in CRM.
  • Serve as the operational liaison to Advancement Services, Finance, and external partners (e.g., State Street Bank, PG Calc), oversee CGA (Charitable Gift Annuity) reporting, and ensure seamless asset transfers.
  • Lead the preparation for internal and external financial audits; synthesize gift data into actionable reports for department leadership and regulatory bodies.
  • Manage the technical aspects of estates and life income gifts, overseeing the creation of gift booking forms and ensuring all documentation aligns with CASE standards, as well as legal and government regulations.
  • Manage specialized logistics for the Vice President and President regarding signature-authority items and notary services for legal gift documents.
  • Ensure data integrity and accuracy, by requesting donor data lists and reports, updating coding, and adding opportunities and activity reports; and reporting and resolving issues in planned giving related areas.
  • Stay current in the field of Planned Giving, particularly government regulations and industry guidelines.
  • Provide logistical support for meetings and events.
  • Train and supervise Barnard students who work in the office as needed.
  • Perform other duties as required and work on related projects as assigned.

Skills, Qualifications & Requirements:

Knowledge, Skills & Abilities:

  • Strong project management skills.
  • Ability to multitask and meet deadlines.
  • Strong logical, analytical, and organizational skills.
  • Excellent oral and written communication skills.
  • Excellent financial acumen.
  • Solid conceptual and problem-solving skills.
  • Ability to deal with the public with patience, diplomacy, and tact.
  • Ability to exercise good judgment and diplomacy in dealing with estate executors, gift prospects, college administrators, trustees, and alumnae.
  • Proficient with database management and Microsoft Office.
  • Ability to work independently and collaboratively within a team environment; collegial work style.
  • Ability to adhere strictly to rules regarding confidential information.
  • Ability to occasionally work outside of standard business hours including some weekends and evenings.
  • Must meet the department’s core values of collaboration, aspiration, transparency, respect, accountability, and trust.

Qualifications:

  • Bachelor’s degree or equivalent experience.
  • Three to five years of related experience, preferably in an academic setting.
  • Familiarity with planned giving industry and CASE standards, and government regulations.
  • Ability to work well under pressure and adapt in a dynamic environment.
  • Ability to organize work and follow through on details.
  • Welcoming, customer-service oriented disposition, and a sense of humor.

Preferred Qualifications:

  • Experience with a fundraising database (Salesforce preferred, but not required).
  • Experience in an advancement setting within higher education.

Additional Information:

  • This job is hybrid; a minimum of 3 days in-office weekly, and requires a presence in the office during busy periods, full staff meetings, and events.

|Salary Range: $66,500 - $71,500

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the College's good faith and reasonable estimate of the range of possible compensation at the time of posting.

Company:

Barnard College

Time Type:

Full time

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Barnard's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Barnard's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Barnard's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.