Position Summary:The Planned Giving Coordinator (PGC) will be a key member of the organization's Planned Giving Program. This person will support the Planned Giving Department (includingthe CharitableGift Annuity andLifetime Care Programs) by being one of the first people to respond to prospect and donor calls, emails, and correspondence. The PGC will document interactions and maintaining processes across the program, implementing new strategies,maintainingand expanding existing programs and ensuring that planned giving initiatives are integrated into other areas within the Development Division and throughout the organization as appropriate.The PGC will also provide support, as needed, for the Estate Administration functions of the Planned Giving Department.
Essential Duties / Responsibilities:
- Answer phone calls and emails regarding requests for planned giving information, responses to PG marketing efforts, and calls from attorneys and executors.
- Create follow up cover letters and process requests for information about PlannedGivingand Lifetime Care and update donor records accordingly.
- Update and manage the database records of prospects and donors as well as Lifetime Care members. Ensure all data on Planned Giving donors is up to date and that "offline" files of all donors and prospects are kept current and confidential.
- Assist in processing planned gifts received by Best Friends, including issuing timely gift acknowledgments.
- Maintain and update processes and procedures for all team functions and ensure team members across the country are consistently following agreed upon processes.
- Process gift annuities, including handling paperwork and adding revenue, oversee the relationship with administrators and initiate marketing letter campaigns.
- Identify and coordinate legal documents necessary for estate administration.
- Schedule and participate in on-site meetings with prospective and existingdonors in the absence of a Planned Giving Officer.
- Back up other members of the Planned Giving team when they are on leave or travel.
- Create check requests and reimbursement requests and secure proper approval.
- Participate in Development Department activities as required.
- Other duties as assigned.
Skills / Experience:
- Work autonomously and be self-directed and self-motivated.
- At least five (5) years relevant experience. Direct experience in a Development environment working with the cultivation,solicitationand stewardship of planned gifts a plus.
- Outstanding verbal and written communication, analytical and administrative skills.
- Must have a high level of interpersonal skills to handle sensitive and confidential situations. The ideal person for this position would be a team player, professional, upbeat, energetic,empathetic,a good listener,takes initiative, uses tact and diplomacy.
- Outstanding organizational skills and attention to detail.
- Demonstrated skills with spreadsheets and budgeting and forecasting.
- Proficiency with Microsoft Office software (word processing and spreadsheets), donor software and Internet research.
- Ability to professionally advocate Best Friends' position on issues.
- Flexibility to work weekends as needed.
- Work at a computer for extended periods of time with repetitive typing,armand hand motion.
Thank you for your interest in pursuing a career at Best Friends Animal Society. Best Friends Animal Society is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to their race,color, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.