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Coordinator for Gift Planning Administration

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Posting Details

Position Information

Position Title Coordinator for Gift Planning Administration
Department Office of Advancement
Location Huntington National Bank Building (Hancock, MI)
Position Type Staff
Full-time/ Part-time Full-time
Full-Time Equivalent (1.0=100%) 1.0
Appointment Term 12 Month
Pay Type Salary Basis
Salary or Hourly Rate Negotiable based on experience; No less than $40,000.
Position Duration Dependent on External Funding? No
Title of Position Supervisor Director of Gift Planning

Position Summary Information

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Description Summary

The Coordinator for Gift Planning Administration is an integral component of the overall operation of the Office of Gift Planning and is responsible for managing the Gift Planning Registry, life expectancy calculations, overseeing individual donor files, ensuring the accuracy of life income recipients’ quarterly payments, managing the realization of planned gifts, processing gifts of securities, preparing proposals and illustrations using gift planning software (Crescendo) for donor prospects, and creating meaningful knowledge folders documenting Gift Planning processes and procedures. This position is also responsible for responding to gift planning questions when the Director for Gift Planning is not available, and assisting in the stewardship of planned giving donors.

Essential Duties & Responsibilities (other duties may be assigned)

1. Lead the management of the Gift Planning Registry and related individual donor and prospect files.
2. Enter all planned gifts into the Banner system and maintain online records.
3. Prepare Actuarial Expectancy report and related charts.
4. Provide and track the necessary follow up on realized planned gifts.
5. Prepare monthly Gift Annuity Balance & Present Value Calculations reports for MTF Finance Dept, using Crescendo software.
6. Execute gift annuity administration using Crescendo Interactive software, and oversee quarterly payouts.
7. Prepare year-end 1099-R forms for charitable gift annuitants, using Crescendo software, prepare accompanying letter, and mail by Jan 31.
8. After end of fiscal year (June 30) provide the MTF Finance Dept with present value calculations for all gift annuities, trust and unitrusts, and pooled income fund, using Crescendo software.
9. Monitor and manage donor files.
10. Work collaboratively with Michigan Tech Fund Accounting staff.
11. Independently assist donors with their technical and procedural questions, along with stewarding and enhancing gift planning donor relationships via phone calls, correspondence and donor visit to the office.
12. Coordinate all incoming stock gifts. Work with banks and brokerage firms regarding the incoming stock gifts. Value the stock for data entry and banks.
13. Prepare Crescendo proposals and illustrations and letters for donors for review by supervisor. Prepare Crescendo illustrations on all incoming irrevocable gifts for the donor and finance department.
14. Follow existing and modify/create meaningful knowledge folders documenting Gift Planning processes and procedures.
15. Commit to learning about continuous improvement strategies and applying them to everyday work. Actively engage in University continuous improvement initiatives.
16. Apply safety-related knowledge, skills, and practices to everyday work.
17. Other duties as assigned.

Required Education (minimum requirements)

• Bachelor’s degree in business, finance, accounting, or business. An equivalent combination of education and experience may substitute for required education.

Required Experience (minimum requirements)

• 2 years of experience in accounting, bookkeeping, finance, or banking/trust department.

Desirable Education and/or Experience

• Experience in gift planning.

Required Knowledge, Skills, and/or Abilities (minimum requirements)

• Demonstrated ability to use judgment when dealing with highly confidential information.
• Excellent interpersonal, written and presentation communication abilities.
• Proven ability to independently organize and prioritize work assignments in a complex and fast paced work environment.
• Advanced features of MS Excel.
• Demonstrated ability to explain and convey complex information.
• Demonstrated ability to utilize a variety of resources to gather information.
• Strong analytical and critical thinking skills.
• Demonstrated ability to take the initiative to effectively solve problems.
• Demonstrated ability to handle multiple tasks and deadlines with attention to detail and a high degree of accuracy.
• Demonstrated ability to work in a team environment and contribute to the overall smooth operation of the department.
• Ability to prepare information in appropriate form for different audiences.
• Demonstrated skill in complex business correspondence.
• Demonstrated knowledge of proper grammar, spelling, and punctuation.
• Demonstrated ability to learn new computer software skills.
• Demonstrated ability to communicate effectively across cultural boundaries and work harmoniously with diverse groups of students, faculty, and staff.
• Demonstrated commitment to contribute to a safe work environment.

Desirable Knowledge, Skills, and/or Abilities
Language, Mathematical, and/or Reasoning Skills
Work Environment and/or Physical Demands

The work environment characteristics and physical demands described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must occasionally lift and/or move up to 50 pounds.

Specific vision abilities required by this job include close, distance and peripheral vision; depth perception and the ability to adjust focus.

The noise level in the work environment is usually moderate.

Required Training and Other Conditions of Employment

Every employee at Michigan Technological University will receive the following 3 required trainings; additional training may be required by the department.

Required University Training:
• Employee Safety Overview
• Anti-Harassment, Discrimination, Retaliation Training
• Annual Data Security Training

Background Check:
Offers of employment are contingent upon and not considered finalized until the required background check has been performed and the results received and assessed.

Posting Detail Information

Posting Number 18152
Posting Type Internal & External Posting
Internal Posting Date 04/12/2018
External Posting Date 04/12/2018
Open Until Filled Yes
Special Instructions to Applicants (if applicable)

Please upload a list of (3) professional references.

Additional Information



Accept References No
Cutoff Date
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Posting Specific Questions

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Applicant Documents

Required Documents
  1. Resume
  2. Cover Letter
  3. Reference List
Optional Documents