Planned Giving Specialist

Planned Giving Specialist

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.

Reporting to the Director of Planned Giving, the Planned Giving Specialist performs the following essential duties and 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.

The successful candidate will also be able to perform the following essential functions:

• 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.

Qualification Standards & Skills:

Education: A high school diploma, GED, or any combination of education and experience that provides the required knowledge, skills, and abilities is required. A bachelor's degree is preferred.

Experience: Two to three years of increasing responsibility in administrative support work or related experience is required. Experience in planned giving or educational development is preferred.

Required Knowledge, Skills, and Abilities: Individual must possess knowledge, skills, and ability to be able to successfully perform the essential functions of the position, or be able to explain or demonstrate how the essential functions will be performed, with or without reasonable accommodation, using some other combination of knowledge skills and abilities.

• 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, with 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.
• Must be able to meet deadlines and multi-task.
• Knowledge of budget development and management preferred.
• 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.

Other:

Required Hours: The regular hours for this position are 8:00 a.m. to 5:00 p.m., Monday through Friday. Weekend and evening work may at times be expected. Regular hours may vary due to needs of the College or department.

Classification and Status: This is a regular, full-time, 12-month, non-exempt, benefits-eligible position.

Supervisor AB1825: No

Mandatory Reporter CA Penal Code: No

Responsible Employee Title IX: No

Campus Security Authority The Clery Act: No

IPEDS Category Job Code: 13-0000 - Business and Financials Operations Occupations

Physical Requirements: Sedentary (up to 10 lbs.)

Anticipated Pay Range: $26.00 - $28.00 per hour

Claremont McKenna College offers employee benefits that include health, dental, and vision plans; flexible spending accounts; health savings accounts; paid vacation, sick, and holiday time; retirement benefits; basic and voluntary life insurance; dependent tuition remission; ride-share incentives; and more.

Supervisory Responsibility: None

Reports To: This position reports to the Director of Planned Giving.

Grooming and Appearance: Employees are expected to wear attire that is appropriate to the office or department in which they work.

Background Check: The successful candidate will be required to undergo a full consumer background check. Employment is contingent on the satisfactory results of the aforementioned, in addition to compliance with the requirements cited in this job description.

ADA/OSHA: This job description defines the essential or fundamental job duties of this position. It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others. It may also include marginal functions, generally defined within Title 1 of the Americans with Disabilities Act (ADA) and the Occupational Safety and Health Administration (OSHA). Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose.

Disclaimer: This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position. Duties and responsibilities can change and develop over time; accordingly the College reviews job descriptions on a periodic basis and may make changes of business necessity.

At-Will Employment: Employment with the College is "at-will" meaning that the terms of employment may be changed with or without notice, with or without cause, including, but not limited to termination, demotion, promotion, transfer, compensation, benefits, duties, and location of work. There is no agreement express or implied between the College and you for continuing or long-term employment. While the College has every hope that employment relationships will be mutually beneficial and rewarding, employees and the College retain the right to terminate the employment relationship at will, at any time, with or without cause. The President is the only person who can modify or alter the at-will employment relationship.

Claremont McKenna College hires and promotes individuals on the basis of their qualifications, consistent with applicable state and federal laws, without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, breastfeeding or related medical condition, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, genetic characteristic or information, military and veteran status, or any other characteristic protected by state or federal law. Inquiries may be directed to the Director for Human Resources, 528 N. Mills Avenue, Claremont, California 91711-4015, View phone number on click.appcast.io.

All applicants must complete and submit an online application to be considered for an open position. Employment is contingent upon new employee providing documents verifying U.S. citizenship or, for aliens, documents verifying legal permission to work in the United States, applicant's acceptability for positions requiring use of a college vehicle is contingent upon a driving record acceptable to the College's automobile liability insurance. Promotion from within is encouraged whenever qualified employees of Claremont McKenna College are available. Interested employees of the College are urged to contact the Office of Human Resources if qualified for any open position. Please do not contact departments directly.

Disability Accommodations

In compliance with applicable laws ensuring equal opportunities to qualified individuals with a disability, CMC will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified