Coordinator - Gift Planning

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Coordinator - Gift Planning
The candidate under the leadership of the Director of Gift Planning, the Coordinator – Gift Planning will actively coordinate a dynamic portfolio of multidisciplinary and interdepartmental initiatives spanning the Division’s programs, Gift Planning, Major Gifts, Gift Society, Board relations, and other items as assigned. While some administrative work will be performed, this position requires knowledge as a financial professional, especially in regard to charitable giving. As a subject expert, the Coordinator is expected to interact with a wide range of very important donors and donor prospects, as well as VIPs from within the community and on campus partners, and to do so with an extremely high degree of autonomy and confidentiality. Will receive training in the field of Gift Planning and assume responsibilities commensurate with the position’s educational and professional background and aspirations. We expect the Coordinator to seek opportunities for training in the field of planned giving and to progress toward becoming a certified planned giving professional. Maintain and continually update all Gift Planning files and constituent records. Coordinate with professionals and donors on a regular basis. Assist Director in opening and closing deferred gifts and properly logging gifts according to IRS regulations. Gift Planning Visit and Travel coordination. Set up travel plans for donor, prospect and professional visits. Manage travel requests, reports and associated paperwork. Track visits and actions in Raisers Edge and department files. Prepare, track and create documents associated with visits and gift management. Under the guidance of the Director, manage the Wilson Sorensen Society, including direct marketing, correspondence, and other mailings. Manage stewardship processes, including tracking, events, and correspondence with members. Project manager for the Wilson Sorensen Society Appreciation luncheon and other appropriate special events. Manage the Wilson Sorensen Society donor wall and website. Coordinate all aspects of the planning and implementation of Gift Planning Board meetings, including agenda, catering, room scheduling and minutes and continuing education submission. Attend meetings, swiftly distribute minutes and assignments, ensure assignments are tracked and reported upon, and submit continuing education credits.

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