Gift Planning Coordinator

Specific Responsibilities

• Provide administrative support to the Gift Planning staff (i.e. answer phones, typing, filing, general office management, etc.).
• Process inquiries/responses from regional, divisional, territorial and national marketing efforts/campaigns.
• Process outright, deferred and life income planned gifts in approved manner and forward to the territorial special gifts’ office.
• Prepare the necessary documentation and reports to accompany the gifts as required either by the territorial office or the Divisional Gift Planning Director.
• In certain cases, usually involving outright gifts, process gifts with the Divisional Finance Dept. corresponding to the geographic origin or stated purpose/intent of the donor.
• Maintain and coordinate accurate gift production records as gifts are recorded, as directed by the Divisional Gift Planning Director.
• Prepare all written correspondence related to Gift Planning, as needed.
• Prepare reports as requested by Gift Planning Director or his/her direct reports for divisional, as well as territorial leadership.
• Maintain all Gift Planning filing and record keeping.
• Simultaneously assist/advise in the development and maintenance of Standard Operating Procedures for the same.
• Utilize and update SalesForce data for Gift Planning donors, suspects, prospects, and professional advisors.
• Perform data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Run or request queries to produce reports involving specific constituencies.
• Aids in special projects or assignments as required by the Gift Planning Director.

Marketing

• Organize and complete mailings to specific donor and prospect audiences as required.
• Aid in the territorial legacy society, The Hope Brigade, and for recognition and stewardship of Gift Planning donors.
• Update monthly Crescendo e-newsletters.

Internal/External Communications

• Communicate with financial institutions/brokers etc., to facilitate gifts from IRAs and/or securities to The Salvation Army and their delivery.
• May, at times, be called upon to communicate with other Salvation Army staff outside the Gift Planning function to affect these specific gift transfers and follow-up (i.e. receipt letters).
• Expedites inquiries regarding proper will wording etc. from professional advisors or prospects themselves in a timely manner to the appropriate Gift Planning staffer.
• Coordinate matured, deferred gift processing and reporting with divisional and, if necessary territorial legal offices.
• Coordinate, under the guidance of the Gift Planning Director, all facets of ECPGI in the Division.
• Coordinate with Territory for continuing education credits for attendees.
• Attend continuing education seminars and training to further his/her basic understanding of Gift Planning concepts and vehicles.
• This will include, but not be limited to opportunities through the Greater Cincinnati Planned Giving Council and Crescendo Software Gift Planning Software Training to further his/her skills in advanced analyses production.
• Maintain a small caseload of current GP donors for stewardship purposes.
• Assure their information is up to date and provide additional information when needed.
• Often will be required to communicate with recently moved GP donors and if necessary, coordinate changes of address and direct deposit with donors/powers of attorneys, THQ and State Street Bank.