Philanthropy Coordinator

Organization: DAV (Disabled American Veterans) Job Description This position is responsible for supporting the Personal Philanthropy Programs department in accomplishing its goals and objectives by performing various tasks that help to facilitate and foster the development and management of planned gifts. Assist donors and their advisors (attorneys, financial advisors, brokers, etc.) to finalize gifts and transfer gift assets to DAV. Personally respond to inquiries on a wide variety of topics and provide information and materials about planned gifts to new and repeat donors. Draft, edit, and format correspondence and proposals for the Managing Advisor and Personal Philanthropy Programs team including preparing gift annuity calculations, assembling packets, mail merges, labels, and personalizing letters. Help maintain planned giving files and database and ensure security of confidential donor information. Conduct extensive gift and donor analysis to help ensure the Gift Planning team achieves its goals and objectives. Manage special projects as necessary. Manage the process of developing and updating appropriate gift planning response materials by specified annual deadlines. Field donor calls, organize and maintain files, and schedule and coordinate meeting logistics. Assist in preparing legal documentation for gifts including charitable gift annuities, bequests, etc. Calculate charitable deductions for all planned gifts and prepare acknowledgement package for all planned gifts; including tax information for DAV and the donor’s tax filings. Understand the financial, legal and tax implications of planned gifts and drafts related proposals. Create, maintain and update donor database and other systems. Assume other responsibilities as assigned by management. #J-18808-Ljbffr Greater Cincinnati Planned Giving Council