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Gift Planning Coordinator

Washington and Lee University

Details

Posted:

December 19, 2025

Location:

Lexington, Virginia

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Gift Planning Coordinator
Job Description:
The Gift Planning Coordinator reports to the Director of Gift Planning and provides highly responsive logistical and administrative support for the Gift Planning Program, team, and Development Officers.

Washington and Lee University actively promotes a dynamic and welcoming environment that allows students and employees of multiple backgrounds and perspectives to learn, work, and thrive together. Successful candidates will contribute to that environment and exhibit potential for excellence in their areas of expertise.

Essential Functions

Provide high level of administrative support to the Director of Gift Planning and Gift Planning programmatic partners, including other members of University Development.
Provide project coordination and administrative support for Gift Planning programs to ensure timely project completion. Submit expense reports, communicate with Advancement offices to gather information for planned gifts, facilitate and maintain mailing and electronic appeals, and provide reports from Slate (tracking donor reports).
Complete and process donor paperwork, planned gift forms, record gift confirmations, and Doremus Society activity, as well as stewardship and solicitation mailings and interactions all in support of this forward-looking program mindful of donor legacy.
Communicate with external parties (Lawyers, Accountants, Financial entities, etc.) to receive planned gift information for the University as directed by Gift Planning teammates.
Support Development related fundraising and stewardship events, both local and remote (including, logistical and administrative support, expenses for event production support and day-of-event support).
Maintain nametag and donor packet materials.
Assist with the maintenance of records and data projects; supports the team with database conversion efforts, Slate data entry and queries, PaperSave entries and organization, Contact Reports, and continuous donor database utilization and research. Stay informed of best practices and suggest process improvements.
Process Workday expense reports and invoices for Gift Planning team members and events. Assists with team travel arrangements, developing itineraries, donor profiles, and securing and confirming appointments as needed. Generate and maintain correspondence and office filings.
Support creation of gift planning materials, including the newsletter. Manage Gift Planning mailings
Collaborate with Administrative colleagues and provide broad support to the Development Office, especially the Leadership Giving team as needed.
Other related duties as assigned.

Work Schedule: 8:30 - 4:30 pm. This position works 35 hours per week.

Minimum Qualifications:

High school diploma required and Bachelor's degree preferred with a minimum of two years of administrative or event coordination experience or a combination of experience and education for which similar skills would be acquired.
Experience working in development, other advancement function, or financial/legal services is desirable. Experience with fundraising CRMs is also advantageous.
Must be proficient in Microsoft Office software.
Excellent written and verbal communication skills and strong organizational capabilities.
The ability to work effectively under pressure to meet deadlines while cultivating relationships is crucial to success.
Must exhibit a high level of professionalism, persistence, and attention to detail. Must maintain confidentiality and handle sensitive and confidential data appropriately.
Must be a self-starter and have the ability to work independently, and to work collaboratively on a team to engage all segments of the alumni and parent community and friends of the University.
Must be available to occasionally perform some evening and weekend work in support of gift planning or development events.

Application Instructions:

Review of applications will begin at the start of the new year and continue until the position is filled. A resume and cover letter are required. Upload all required documents to the Resume/CV upload section of the application. You will be asked to provide names and contact information for three professional references.

Position Type:
Non-Exempt, Full Time, Benefit Eligible

Minimum Pay:
$26.69 - Pay Commensurate with Experience

Washington and Lee is an Equal Opportunity Employer seeking candidates committed to high standards of scholarship, performance, professionalism, and to a welcoming campus community. Job description requirements are representative, but not all-inclusive of the knowledge, skill, and abilities needed to successfully perform this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.

To apply, visit: https://wlu.wd5.myworkdayjobs.com/en-US/WLUCareers/job/Lexington-VA/Gift-Planning-Coordinator_R1366

Internal Number: 6802763

About Washington and Lee University

About W&L Washington and Lee University is a nationally ranked, private liberal arts institution located in Lexington, Virginia. W&L integrates the rigorous inquiry and critical thinking of a liberal arts curriculum with nationally accredited undergraduate programs in business and journalism, and a graduate School of Law. Our academic units are strengthened by meaningful collaborations, all in the service of the university’s mission. With an undergraduate enrollment of approximately 1,860, our small size enables students to find mentors and develop personal relationships across campus. W&L is committed to institutional citizenship. We regard liberal arts education as an important public good, of value not only to our students and alumni, but also to the larger communities in which we live. Our Mission W&L provides a liberal arts education that develops students’ capacity to think freely, critically, and humanely and to conduct themselves with honor, integrity, and civility. Graduates will be prepared for lifelong learning, personal achievement, responsible leadership, service to others, and engaged citizenship in a global society. Our Community W&L is the ninth-old...est institution of higher education in the U.S. and is located in the scenic Shenandoah Valley. We are a modern university located on a beautiful and historically significant campus. Our most valuable asset is the quality of our vibrant and welcoming community. Our faculty are devoted teachers and scholars who uphold the highest academic standards and take a personal interest in the lives of their students. Our staff takes pride in knowing that each individual makes important contributions to the success of the university. Our alumni are extraordinarily loyal and generous to their alma mater. Washington and Lee is a welcoming, friendly, and mutually supportive community. Our students, faculty, and staff prize the trusting, respectful, and civil environment on our campus. We are united by our mission, diverse in our thinking, perspectives, and interests, and devoted to each other and to W&L. The university is committed to the recruitment, enrichment, and retention of faculty and staff who embody many experiences, backgrounds, points of view, and interests.

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Gift Planning Coordinator

Washington and Lee University

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