Gift Planning Specialist

Reports to: Senior Gift Planning Program Manager

POSITION SUMMARY

The Gift Planning Specialist will be a member of the Global Philanthropy team at Children International. Reporting to the Senior Gift Planning Program Manager, the Gift Planning Specialist will support Children International’s overall gift planning strategy. This person will assist the Gift Planning team to work effectively and collaboratively across the organization to help with gift planning opportunities.

RESPONSIBILITIES

Support the gift planning team in donor requests and inquiries. Build strong collaborative relationships with colleagues to coordinate efforts when responding to donor giving inquiries and needs. Assist with the charitable gift annuity program. Ensure necessary documentation is in the required designated systems, constituent records are current in MS Dynamics and annuity mailings are complete and sent on time. Call supporters to determine gift allocations when necessary. Support estate processing, including necessary documentation and following up with required tasks. Manage the unsubscribe list after marketing communications and ensure assigned relationship managers are aware of the change. Manage child letter previews for gift planning assigned gift planning team members. Manage pay statements for accounts with gift planning RGMs. Assist with audit informational pulls. Handle gift planning filing, including digitizing paper files. Flag additional opportunities for donor follow-up with any plans that are uncovered in the files. Organize and coordinate annual holiday card mailing for the gift planning donor file. Manage the annual Legacy Society certificate mailing. Support other mailing projects as needed. Support the Global Director of Philanthropy and the Senior Gift Planning Program Manager with various activities as assigned.

PERSONAL CHARACTERISTICS & QUALIFICATIONS

BS/BA degree or equivalent years of experience required A minimum of 1 year of related experience in introductory gift planning is preferred Proven track record of self-driven performance in pursuit of assigned metrics Results-oriented with intrinsic motivation and excellent organizational skills Proficient knowledge of MS Office suite Experience with CRM databases such as MS Dynamics preferred Possesses problem-solving skills Genuinely curious and intuitive personality with a desire to know donors and their wishes Emotionally intelligent with a clear ability to demonstrate empathy and compassion to others Commitment to the culture, mission, and values of CI.

ORGANIZATIONAL POLICIES

Strictly observe confidentiality and strong ethics with respect to all beneficiary information/financial and other organizational data. Comply with and ensure adherence to the organization’s policies, safety and security protocols and child safeguarding norms and guidelines by self as well as all stakeholders both internal and external. Value other cultures and demonstrate respect while relating with all organizational constituents irrespective of their race, color, faiths, gender, sexual orientation, age, caste, disabilities, experiences, beliefs, and ethnicity.

OVERALL DECISION MAKING & SUPERVISION

This position requires decisions based on detailed instructions requiring occasional deviation from accepted practice. This position is generally supervised.

JOB INFORMATION

Department: Revenue and Growth, Global Philanthropy Reports to: Senior Gift Planning Program Manager #J-18808-Ljbffr Children International