Planned Gift Coordinator
How to Apply
A cover letter is required for consideration for this position and should be attached as the first page of your resume. The cover letter should address your specific interest in the position and outline skills and experience that directly relate to this position. In your cover letter, please indicate how you discovered this opportunity.
Reports to: Associate Director of Planned Gift Services
Supervised by: Associate Director of Planned Gift Services
Supervises directly: N/A
As the Planned Gift Coordinator, you will coordinate administration of bequest intentions, assist with prospect identification and coordination, and facilitates stewardship with internal and external constituents.
This position works in an environment dedicated to advancing the mission of OUD and of the university, and in building positive and meaningful relationships with co-workers and customers.
- Bequest Administration (45%)Interpret, analyze, and understand legal documentation, University documentation, and donor correspondence used to document bequest intentions. Enter and update bequest records in DART. Maintain bequest filing systems. Communicate information on new bequest expectancies and maintenance of allocations. Prepare and maintain procedures documentation. Research and coordinate bequest discrepancies with schools, colleges, and units. Serve as point of contact regarding John Monteith Legacy Society questions or inquiries. Manage bequest intention update process. Partner with Development Legal Services to follow-up on and recover estate distributions related to documented bequest.
- Prospect Qualification, Plan Development and Plan Implementation (25%)Assist Planned Giving Officers (PGO) regarding prospect qualification, plan development and implementation, and liaison visits. Run, maintain, and coordinate business objects reports. Run and maintain prospect reports. Provide direction for student caller program responses and follow-up requests. As requested, secure visits for Planned Giving Officers. Coordinate and Track Planned Giving Officer responses to donor request (website, email, response cards).
- Planned Giving event coordination and execution (15%)Plan and organize gift planning educational series and donor events in coordination with Director of Planned Giving and Planned Giving Officers.
- Performance Support Program (10%)Serve as an enthusiastic and engaged member of the Performance Support Program (PSP). Proactively identify and address technology needs and provide ongoing support and learning opportunities to improve the technology skills of his/her team.
- Other duties as assigned (5%)
- A Bachelor’s degree and a minimum of 2-5 years’ experience working in a dynamic fundraising (or similar) environment, and/or providing special project support to a senior director or similar position. This should include prior experience managing multiple projects and completing assigned tasks in a timely manner.
- Excellent verbal and written communication skills, including; demonstrated ability to communicate effectively with donors, faculty, staff and student constituencies, and strong writing, editing, and proofreading skills.
- A high level of competence working within databases and Excel for retrieving, organizing and researching appropriate donor/prospect information, as well as data gathering and manipulation.
- Ability to exercise initiative, independent decision-making, confidentiality and a high level of discretion when dealing with highly sensitive information.
- Ability to work collaboratively with colleagues in a team environment.
- Ability to think creatively to solve problems and find solutions; ability to effectively organize and track a project from start to finish.
- Prior experience working within the University of Michigan or similar institution of higher education.
- Proficiency in U-M DART, Business Objects, and Tableau, or similar enterprise and/or fundraising applications.
For additional information about this position and to review other current openings in Development, please visit our website at: www.giving.umich.edu/careers.
The Office of University Development maximizes private support for the University of Michigan through high-quality collaboration with the development programs of schools, colleges and units. We also provide fundraising leadership through the stimulation and facilitation of healthy, productive and life-long relationship with our colleagues, alumni, friends, foundations and corporations.
As part of the Office of University Development, the Office of Planned Giving helps maximize private support by providing expertise, in collaboration with development professionals across the institution, for the cultivation, design, administration, and stewardship of planned gifts.
Although the Posting End Date may indicate otherwise, this job may be filled and closed anytime after a posting duration of seven calendar days.
U-M EEO/AA Statement
The University of Michigan is an equal opportunity/affirmative action employer.