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Job no:
R-[contact details available in the full listing]
Position Title:
Estate and Gift Planning Administrator
Faculty or Staff:
Staff
Full Time or Part Time:
Full time
In-Person, Hybrid, or Remote:
Hybrid
Minimum Starting Rate of Pay:
$28.48
Rate of pay commensurate with experience
Start Date:
10/26/2026
Job Description:
Position Summary
The Gift Planning Administrator manages the end-to-end operational
and administrative workflow for the College's gift planning
program. Acting as the primary liaison between donors, legal
representatives, and internal teams, this role ensures the precise
administration, recording, and stewardship of estates, trusts, and
life income gifts.
Key Responsibilities
Estate & Trust Administration: Serve as the main
point of contact for attorneys, executors, and the Alum
Association. Review legal estate documents, monitor probate status,
secure authorized signatures, and maintain precise records in the
CRM database throughout the settlement process.
Gift Processing & Compliance: Prepare life income
gift contracts, financial illustrations, and tax disclosures.
Process gifts-in-kind, relay confidential data to external
custodians (e.g., TIAA Kaspick), and partner with the Finance
Office to ensure accurate accounting and ledger coding.
Donor Relations & Office Support: Act as the first
point of contact for donor inquiries via phone and email. Manage
office budget tracking, expense reporting, cross-departmental
scheduling, file management, and event support (such as Reunion and
Commencement).
Core Qualifications
Associate’s degree with a minimum of one year of job-related
office experience, or an equivalent combination of education and
experience.
Experience with estate/trust administration, paralegal
workflows, or gift planning operations.
Proficiency in database management (CRM) and office budget
tracking.
Exceptional communication skills with a proven track record of
handling sensitive financial data with empathy, discretion, and
strict confidentiality.
Mount Holyoke College is committed to providing a safe and secure
environment, supported by qualified employees that will allow all
of its students, faculty, staff and those associated with them to
successfully carry out the mission of the college. As a condition
of employment, the College will conduct appropriate background
checks for all new hires. Mount Holyoke has designated the Office
of Human Resources as the office responsible for ensuring that
background checks (CORI, SORI, Credit History, & Driver
Credential) are completed and utilized in the hiring process and
Five College Office of Compliance and Risk Management as the office
responsible for facilitating background checks as articulated in
this policy.
Special Instructions for Applicants:
Apply online; application materials must include:
A cover letter summarizing interests and
qualifications
A complete resume or curriculum vitae
For faculty positions, statements on mentoring, teaching,
and research will also be required.
It is unlawful in Massachusetts to require or administer a lie
detector test as a condition of employment or continued
employment.
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