Gift Planning Associate

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Gift Planning Associate
The candidate will be reporting to the Director of Gift Planning on gift and estate administration and the Senior Associate Director of Analytics, Marketing and Stewardship programs for duties under these programs. Will assume the following responsibilities. Process all planned gifts. Provide day-to-day administrative support of the planned giving program. Assist in estate administration to facilitate timely receipt of estate provisions. Coordinate stewardship efforts in conjunction with the Senior Associate Director of Analytics, Marketing and Stewardship programs. Planning, organizing, and implementing recognition events for planned giving donors and assisting with broader events. Support on-going development activities and alumni/ae relations’ projects, including supporting the analytics and marketing programs. Maintain open communication between internal constituents, the university, major donors and volunteers. This position works closely with the Director and Senior Associate Directors of Gift Planning, the directors of college based fundraising staff, and the Office of Finance and Accounting. Execute careful, discreet and prompt communication, both verbal and written, with University’s senior administration and academic staff, including close contact with major donors, prospects, friends and volunteers. Act as liaison and primary contact between the office of Gift Planning and external financial and legal partners. Perform various administrative duties for the Director, Senior Associate Directors, and Assistant Director, as assigned.

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