Gift Planning Administrator

Essential Responsibilities

• Program Administration:
  • Life Income Gift Administration
  • Estate Administration
  • Bequest Intention Documentation
• Legal Compliance
• Data Management and Reporting
• Budget and Accounting Support
• Office Support

Document Preparation

• Reviews gift applications and prepares gift agreements
• Determines if the gift is restricted or unrestricted and incorporates language as appropriate in the gift agreement
• Generates actuarial calculations for donors and the College Business and Gift Records offices

Correspondence and Constituent Interaction

• Composes correspondence and email to donors, alumni, and friends of the College
• Drafts correspondence to alumni who have notified the College that the College has been included in their estate plan, welcoming them into the College Legacy Circle
• Responds to phone and email inquiries from alumni seeking information about life income gift payments

Marketing Coordination

• Maintains the Gift Planning marketing calendar
• Implements aspects of the Gift Planning marketing program by coordinating with the Gift Planning Office, Communications, and outside vendors for fulfillment
• Makes sure that responses to marketing pieces are monitored and entered into data

Data Management and Reporting

• Maintains monthly reports of all gift and program activity for the Gift Planning office
• Compiles statistics for life income and estate gifts as requested by Gift Planning and Development staff
• Enters data in CRM for alumni who are members of the College Legacy Circle

Budget and Accounting Support

• Completes, distributes, and monitors accounting documents, such as invoices, internal requisitions, vouchers, receipts, memberships, and purchase orders to ensure appropriate billing and payment
• Creates, maintains, and retrieves detailed files of department purchases
• Processes expense reports for gift planning and major gift officer

Office Support

• Uses standard office equipment competently to support department functions
• Handles sorting of incoming and coordinates outgoing department mail to ensure timely distribution
• Affirms that adequate office supplies are available for the department