Planned Giving Specialist

Claremont McKenna College•Claremont, MN

1d•$26 - $28•Onsite

About The Position

Claremont McKenna College (CMC) is seeking an experienced administrative professional with the ability to support the Office of Planned Giving in its mission to provide alumni, parent, and friends of the College excellent customer service while helping them meet their philanthropic and financial objectives. The Planned Giving Specialist serves as the primary point of contact for the Office of Planned Giving, while also managing administrative duties and responsibilities that support the office. This position requires significant attention to detail, and the ability to prioritize work, manage large projects, and maintain confidentiality.

Requirements

A high school diploma, GED, or any combination of education and experience that provides the required knowledge, skills, and abilities is required.
Two to three years of increasing responsibility in administrative support work or related experience is required.
Must display organizational skills, strong attention to detail, and the ability to work independently.
Must have the ability to learn and master life income contract preparation, with a focus on accuracy.
Excellent oral and written communication skills required.
Must be able to meet deadlines and multi-task.
Ability to learn and master fundraising and budget management software required.
A high level of proficiency in Word, Excel, Outlook and other Microsoft Office software required.
Strong interpersonal skills and an ability to interface professionally with alumni, parents, administration, faculty, and students from diverse backgrounds and experiences.
Must have the ability to work effectively with volunteers, the donor community, the academic community, and colleagues.

Nice To Haves

A bachelor’s degree is preferred.
Experience in planned giving or educational development is preferred.
Experience in developing meeting materials and reports for public distribution preferred.
Experience in reviewing and contributing to updating office policies and procedures for efficiency and compliance preferred.
Knowledge of budget development and management preferred.

Responsibilities

Maintain prospect and donor records in accordance with legal, College, and department standards.
Oversee the preparation, circulation, delivery, and tracking of life income gifts, bequest gifts, income releases, and tax forms between departments, ensuring all information pertaining to the gift is accurately reflected in internal systems.
Process donation receipts and acknowledgement letters, ensuring both align with donor intent.
Review daily, weekly, monthly, quarterly, and annual reports ensuring accuracy in all data for delivery to internal departments, donors, beneficiaries, and financial representatives.
Prepare correspondence, including large mailings and stewardship projects.
Organize travel arrangements and itinerary circulation for Planned Giving staff.
Assist in scheduling, preparing, and disseminating materials for meetings, both internally and externally, with an emphasis on reunion committee support.
Assist in the preparation of training workshops, Planned Giving events, and the upkeep of training manuals.
Work with a high level of accuracy, prioritizing attention to detail and ensuring all deadlines are met.
Perform other essential duties and tasks specific to the position.
Regular attendance is considered an essential job function; the inability to meet attendance requirements may preclude the employee from retaining employment.
Follow directions and seek clarification when necessary.
Work cooperatively with others.
Ability to communicate professionally, both orally and in writing.
Receive and respond appropriately to constructive criticism.
Display a positive attitude.
Balance multiple tasks and priorities.
Operate independently and take initiative.