UNIV - Planned Giving Stewardship Coordinator (Development)

Apply now Job no: 511562
Entity: MUSC University
Department: DEVELOPMENT - Development
Sub Department: UNIV-1097000-Development
Work type: Full-Time
Employee Type: UNIV - Classified
Location: Charleston, SC
Categories: Development
Pay scale: UNIV-Band 4: $26,988.00 - $38,460.00 - $49,932.00 (min - mid - max)

Job Duties:
10Oversee the Retired Faculty Program: This includes assisting with planning of the annual retired faculty event (invitations, registration, set-up, attending, etc.), handling the business card and email program, and working with external departments to grow our retired faculty database.Essential
10Provide front line support and customer service for the Planned Giving Office: Answer incoming calls, manage expenses (mileage, entertainment justification, check requests, and credit card statements), handle frontline support on website inquiries, etc.Essential
20Oversee the Stewardship of Current Planned Gifts along with the Planned Giving staff: Manage acknowledgement process for incoming planned gifts. This includes coordinating a letter from the President’s Office and a letter from the Executive Director of Planned Giving. Track and file acknowledgement in print, digital and Raiser’s Edge records. Additionally, oversee birthday card and call program. This includes pulling monthly birthday lists from Raiser’s Edge, addressing cards, and circulating for signature in the planned giving office, as well as alerting planned giving team of weekly birthday calls. Stewardship may also include but is not limited to holiday cards, sympathy outreach, donor stories, and coordination of promotional items.Essential
25Coordinate the Marketing Plan for the Planned Giving Office: Assist in content creation and design for internal and external print and digital marketing pieces. Oversee calendar to ensure materials are produced and executed in a timely manner. Create and send monthly e-newsletter (write content, work with communications on design, and manage content calendar).Essential
35Manage the Open Estates, Life Income, IRA, Life Insurance and other Planned Gifts: Manage the Life Insurance Gift Program by reviewing all statements, interpreting and recording the new information, evaluating the health of each life insurance policy and its effect on the entire program and recommending actions or strategies for the health and growth of the program. Manage the Life Income and Trust Gift Program to include: management of current and deferred gift annuities and various types of charitable trusts, recognizing and communication issues, responding to donor requests, working with the charitable funds manager to service accounts, maintaining accurate files for back up documentation, and entering all activities of program into the Raiser''s Edge Database. Manage the Open Estates Program (Pending/Probate Gifts) to include coordinating the establishment, administration, collection and closing of all pending estate distributions and gift pledges. Processing of all planned gifts, including IRA gifts and acknowledgements.Essential

Job summary: The Office of Development seeks an individual to oversee the Stewardship of current Planned Gifts along with the Planned Giving Staff.

Payscale Salary Range: UNIV-Band 4: $26,988.00 - $38,460.00 - $49,932.00 (min - mid - max)

FLSA: Hourly

Minimum Experience and Training Requirements: A bachelor's degree.

Physical Requirements: Ability to perform job functions in an upright position. (Frequent) Ability to perform job functions in a seated position. (Frequent) Ability to perform job functions while walking/mobile. (Frequent) Ability to work indoors. (Continuous) Ability to work outdoors in all weather and temperature extremes. (Infrequent) Ability to work in confined/cramped spaces. (Infrequent) Ability to fully use both hands/arms. (Frequent) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Frequent) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Frequent) Ability to maintain tactile sensory functions. (Continuous) Ability to maintain 20/40 vision, corrected. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to see and recognize objects at a distance. (Frequent) Ability to match or discriminate between colors. (Frequent) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Frequent) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in dusty areas. (Infrequent)

Opening date: Eastern Standard Time
Applications close: Eastern Standard Time

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Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.