Peddie School in Hightstown, N.J., is seeking an organized, detail-oriented, and fun Gift Planning Administrator who will join a collaborative and high-performing Alumni and Development Team. A successful Gift Planning Administrator will be self-motivated, patient, collaborative, and highly capable of gathering knowledge to manage tax and legal issues that can surface with gift planning. In addition, this team member will ideally be a person who enjoys engaging curious and often elderly donors while also being skilled at processing planned gifts, deferred gifts, and major gifts with a high degree of accuracy and efficiency.
Founded in 1864, Peddie School is an independent, coeducational, college preparatory school of 545 students, grades 9 through post-graduate. It is primarily a boarding school, with 63 percent of students and 90 percent of the faculty living on campus. In addition to its engaged and accomplished student body, Peddie’s extraordinary resources include the highly professional, collaborative and dedicated faculty, an innovative and rigorous curriculum and an attractive, modern 280-acre campus located midway between New York City and Philadelphia.
Thanks to the generosity of Ambassador Walter H. Annenberg ’27 and other donors, Peddie now ranks among the most highly endowed independent schools in the nation. Its $345 million endowment enables the school to offer more than $8+ million in financial aid to 40 percent of the student body.
This is an exciting time at Peddie under the leadership of Headmaster Peter Quinn who, alongside Assistant Head of School for Development Karyn Vella, has embarked upon an $80+ million comprehensive campaign, the largest in the school’s history. Currently in the leadership phase, the campaign is focused on creating a culture of philanthropy while raising endowed funds for scholarship, faculty and programs, as well as for facilities and annual giving.
Reporting to the Director of Major Gifts, the Gift Planning Administrator will play a central role in supporting the needs of the Director of Major Gifts and the Director of Gift Planning as we expand our major gifts and planned gifts efforts during this campaign.
Principal duties include:
Gift Planning Project Management:
Provides administrative & clerical support to the Director of Major Gifts and Director of Gift Planning, including maintaining and updating all gift planning proposals and template letters for Bell Society members and prospective members; liaison to donors on behalf of the Directors of Major Gifts and Gift Planning.
Prepare gift illustration proposals using Planned Giving calculation software and manage corresponding reporting;
Prepare quarterly reports; track bequests and organize all proper documentation; draft tax and other letters required for new CGAs; coordinate reports with financial institutions; maintain files for tax documentation for planned giving donors; manage Gift Planning files both for A&D team and Business Office; renew and manage required state registrations;
Manage all Gift Planning inquiries and gather information needed for follow up from a gift officer
Assist in managing deadlines, calendars, details for keeping all gift planning communication, events, and visits on track;
Coordinate updates and edits to Gift Planning website;
Assist in the planning and execution of Gift Planning marketing; organize and track segmented marketing materials, PURLS, mailing lists;
Assist in organizing and executing all details associated with Bell Society events, Gift Planning Committee meetings, and training sessions.
Bell Society Administrator:
Manage, track and verify completion of procedures for welcoming new Bell Society members;
Prepare monthly birthday cards for Bell Society members for volunteer to sign.
Mange timely and accurate updates for the Honor Roll and Bell Society recognition plaque
Gift Planning Volunteer Administrator:
Coordinates annual Gift Planning Chair mailing associated with 25+ Class Gift Planning Chairs, including monitoring roster, soliciting feedback from volunteers and incorporating into customized communications for each class, coordinating with printer and monitoring response rates and follow-up.
Bachelor’s degree required;
Minimum of five years of administrative experience in law, finance, accounting, financial planning or business;
Proven ability to work with a high level of independence as well as collaboratively within a team, maintain confidentiality, prioritize multiple projects simultaneously and manage time effectively;
Outstanding interpersonal and communications skills, characterized by a gentle manner and the ability to listen, speak, and write well; a strong commitment to provide the highest level of customer service is required
Proficiency with tax laws, banking regulations, the Microsoft Office suite, mail merge, and the Google platform is required; and
Proficiency with The Raiser's Edge and gift illustration software is
Interested candidates please send a cover letter and resume to:
Karyn B. Vella Assistant Head for Development Peddie School 201 S. Main Street Hightstown, NJ 08520 email@example.com
About The Peddie School
Peddie is an independent, coeducational, college-preparatory school for boarding and day students in grades 9 through post-graduate. Peddie provides a rigorous academic and extracurricular experience both inside and outside the classroom, focusing on preparing students for a lifetime of learning, citizenship, continual growth and opportunity. With a beautiful campus in Hightstown, NJ, and a distinguished history dating back to 1864, the school prides itself on a curriculum that balances tradition with innovation in a genuinely supportive community atmosphere.