This listing was posted on ApplicantPro.
Administrative Coordinator, Planned Giving
Location:
Annapolis, MD
Description:
The United States Naval Academy Alumni Association and Foundation in Annapolis, Maryland is looking to hire a full-time Administrative Coordinator, Planned Giving to join our development program to support the Office of Planned Giving. Office of Planned Giving The position is part of a passionate and energetic team, all of whom are driven to advance our mission as well as their own professional and personal growth. The team works closely together to think strategically, address opportunities and challenges, as well as search for ways to improve both team and individual performance. This position reports to the Director, Planned Giving and works closely with the Assistant Director, Planned Giving; the Vice President, Development; the Regional Development Team; and with colleagues across the Enterprise. This position is supports the Director, Planned Giving and Assistant Director, Planned Giving. EXPECTATIONS OF THE POSITION General Office Administration : Maintain database and hard files for planned giving prospects and donors. Assist with budget, invoices, ordering supplies, and other administrative functions to maintain planned giving office efficiency. Create database queries to target best planned giving prospects. General Office Support : Assist with administrative responsibilities for the Office of Planned Giving including, but not limited to, expense reports, travel logistics, scheduling, and other similar duties as assigned. Estate Administration : Document, track, and expedite settlement of estate gifts. Act as intermediary with executors, trustees and government offices, banks, brokers, insurance companies and others as needed to secure realized estate gifts. Gift Administration : Accurately prepare all documentation of life income gifts using PGM Anywhere software for distribution to the Gift Administration and Treasury teams, and the Foundation's bank. Professional Development : Commit to continuous education about planned giving and general development through industry publications, webinars, and planned giving trainings as mutually determined with the planned giving team. REQUIRED QUALIFICATIONS FOR THE POSITION General knowledge of planned giving or related fields, including but not limited to estate planning, tax planning, financial advising, and other vehicles used for philanthropic giving Approaches each day with grit and optimism , works with enthusiasm , thinks with intellect and acts with honesty and Exceptional organization and written communications skills Dedication to growth and professional development with an openness to coaching and mentoring An Associate's degree from an accredited college or university. 3 to 5 years administrative experience , preferably with experience in a legal or non-profit environment Highly capable in Microsoft Office products and telecommunications software, such as videoconferencing platforms. Aptitude for complex fundraising or sales database systems, preferably experience in Blackbaud CRM or similar systems. This position is based in Annapolis and is not eligible for telecommuting; flexible work arrangements are subject to discretion of individual supervisors
Company:
Usna Alumni Association & Foundation
Posted:
December 26 2023 on ApplicantPro
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ApplicantPro
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Administrative Coordinator, Planned Giving
Administrative Coordinator, Planned Giving is a Clerical Administrative Coordinator, Administrative Specialist Job at Usna Alumni Association & Foundation located in Annapolis MD. Find other listings like Administrative Coordinator, Planned Giving by searching Oodle for Clerical Administrative Coordinator, Administrative Specialist Jobs.
Administrative Coordinator, Planned Giving is a Clerical Administrative Coordinator, Administrative Specialist Job at Usna Alumni Association & Foundation located in Annapolis MD. Find other listings like Administrative Coordinator, Planned Giving by searching Oodle for Clerical Administrative Coordinator, Administrative Specialist Jobs.