Gift Planning Coordinator

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.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of key conversations and notes related to the same in said database.
• Runs or requests queries to produce reports involving specific constituencies.
• Affords assistance/advise in the development and maintenance of Standard Operating Procedures for the same.
• Performs data entry or verification of accuracy of