Planned Giving Officer (Part-time)

Description

The Planned Giving Officer (part-time) will report directly to the Senior Director of Institutional Advancement. They will manage matters related to planned gifts, including fundraising, marketing and administration.

Essential Functions:       

• Identify, qualify, cultivate and solicit planned giving prospects.
• Develop, implement and administer operational protocols for all new and existing types of planned gifts.
• Create and implement planned giving marketing plan:
  • Create and host planned giving seminar(s).
  • Manage relationship with planned giving marketing vendor, which will include oversight of vendor contract.
  • Track effectiveness of planned giving marketing and communication channels and make (or recommend) changes accordingly.
  • Oversee 1871 (planned giving) Society including membership lists and marketing and stewardship events.
• Establish and administer all necessary and effective planned gift counting methods for efficient gift processing and tracking on donor giving records.
• Track and administer planned giving reporting to identify realized and unrealized planned gift dollars (pipeline).
• Ensure planned gifts are compliant with applicable federal and state law, as well as with Elmhurst University policies, mission and values.
• Audit necessary documentation for counting and crediting planned gifts, and ensure donor intent is met with all resources and on behalf of all parties.
• Settle all estates, communicating with all necessary advisors for the donor and the University.
• Manage relationship with applicable vendors, including oversight of vendor contract, including any and all third-party investment advisor(s), trustees and/or custodians related to planned gift administration.
• Ensure gift administration vendor processes and mails payments and tax documentation to annuity and trust donors in timely fashion.
• Collaborate with charitable gift annuity and trust pool investment advisor to create report on health of the pool and the individual accounts within the pool.
• Create standard operating procedure for ensuring planned gift dollars, upon maturing of donor, are transitioned to the correct account at the University; to include creation of any necessary documentation to meet donor intent and University policies.
• Assist the Office of Business and Finance with annual audit.
• Manage digitization of dated planned giving files.

Minimum Qualifications:

• Bachelor’s degree.
• Experience with systems within the Microsoft Office suite.
• 1-2 years’ experience working in Raiser’s Edge or similar CRM.
• High level of planned giving experience.
• Ability to apply and leverage technology to build the capacity of an Institutional Advancement department.
• Ability to work collaboratively.
• Strong critical thinking skills.
• Excellent analytical, inquisitive and communication skills, including strong written and verbal skills.
• Ability to handle confidential and sensitive information with the highest professional and ethical standards.
• Strong affinity with and commitment to the mission of Elmhurst University.
• Strong customer service orientation.
• Ability to coordinate multiple tasks.