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Contract Specialist, Planned Giving

Company: VirtualVocations
Location: Moreno Valley
Posted on: March 12, 2025

Job Description:

A company is looking for a Contract Specialist, Planned Giving (Temporary Role).
Key Responsibilities

Assist in the administration of estate gifts and manage estate accounts for timely receivables
Manage estate tracking and maintain accurate records in Salesforce
Conduct outreach for documentation and respond to inquiries regarding complex and legacy gifts

Required Qualifications

4+ years of experience in estate administration, planned giving, or related fields
Paralegal background preferred
Proficiency with Salesforce or other CRM systems
Experience in gift reconciliation and financial documentation
Ability to handle sensitive donor and financial information discreetly

Keywords: VirtualVocations, Moreno Valley , Contract Specialist, Planned Giving, Other , Moreno Valley, California

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