Gift Planning Coordinator

The Salvation Army•Cincinnati, OH

2d•Onsite

About The Position

The Gift Planning Coordinator is a full-time, non-exempt employee who works under the direction of the Director of Gift Planning. This role is responsible for the timely and accurate completion and proper coordination of all general, routine, and special administrative functions of the office in a professional and confidential manner.

Requirements

Minimum requirement of a Bachelor’s degree or equivalent combination of relevant education and experience.
Proficiency in Microsoft Office.
Facility with database applications.
Excellent organizational skills.
Excellent interpersonal skills with an ability to deal with sensitive situations and confidential information.
Self-motivation and initiative.
Well-developed oral and written communication skills.
Ability and willingness to acquire Gift Planning knowledge.
Must be able to work both autonomously and as part of a team.

Nice To Haves

Knowledge of gift planning or constituent management software a plus.

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, including production of gift illustrations, correspondence, and recording of responses and follow-up activity.
Process outright, deferred and life income planned gifts in an approved manner and forward to the territorial special gifts’ office.
Prepare necessary documentation and reports to accompany gifts as required by the territorial office or the Divisional Gift Planning Director.
In certain cases, process outright 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.
Prepare all written correspondence related to Gift Planning.
Prepare reports as requested by the Gift Planning Director or his/her direct reports for divisional and territorial leadership.
Maintain all Gift Planning filing and record keeping.
Assist/advise in the development and maintenance of Standard Operating Procedures for Gift Planning.
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 donors, suspects, prospects, and professional advisors in the database.
Run or request queries to produce reports involving specific constituencies.
Assist in special projects or assignments as required by the Gift Planning Director.
Organize and complete mailings to specific donor and prospect audiences.
Assist with the territorial legacy society, The Hope Brigade, for recognition and stewardship of Gift Planning donors.
Update monthly Crescendo e-newsletters.
Communicate with financial institutions/brokers etc., to facilitate gifts from IRAs and/or securities to The Salvation Army and their delivery.
Communicate with other Salvation Army staff outside the Gift Planning function to affect specific gift transfers and follow-up (i.e. receipt letters).
Expedite inquiries regarding proper will wording etc. from professional advisors or prospects to the appropriate Gift Planning staffer.
Coordinate matured, deferred gift processing and reporting with divisional and, if necessary, territorial legal offices.
Coordinate all facets of ECPGI in the Division under the guidance of the Gift Planning Director.
Coordinate with Territory for continuing education credits for attendees.
Attend continuing education seminars and training to further basic understanding of Gift Planning concepts and vehicles.
Maintain a small caseload of current GP donors for stewardship purposes, ensuring their information is up to date and providing additional information when needed.
Communicate with recently moved GP donors and coordinate changes of address and direct deposit with donors/powers of attorney, THQ and State Street Bank.