Gift Planning Coordinator

* Manage and respond to donor inquiries directed to the Office of Gift Planning. Provide guidance and connect when needed with other Scripps staff or departments.
* Together with the Director of Gift Planning, plan and execute signature Gift Planning events, from concept through delivery, including programming content, guest experience, and post-event follow-up.
* Coordinate needed logistics for events, including reserving spaces on campus or at off-site locations, preparing Zoom calls for online events, sending invitations, logging RSVPs and communicating directly with donors.
* Oversee the design, production, and distribution of annual stewardship gifts, maintaining consistency with institutional voice and values.
* Lead virtual stewardship programming for giving society members, including the society’s book club.
* Oversee the implementation and continuous improvement of gift administration processes, ensuring accuracy and compliance in documentation, contracts, and donor records.
* Create and maintain standardized templates and procedures for gift-related correspondence, ensuring alignment with both College branding and legal requirements.
* Send new gift documents for electronic or paper signature and ensure that final drafts are shared with relevant Scripps staff as well as donors.
* Resolve issues related to annuity payments, direct deposit, or beneficiary distributions by liaising with donors and financial institutions.
* Manage estate and beneficiary-related outreach, including sensitive family interactions and required tax documentation.
* Serve as the primary liaison to Advancement Services, Business Affairs, and TCCS, coordinating cross-departmental processes to ensure smooth handling of new and existing gift plans.
* With support from the Director of Gift Planning, seek training opportunities for professional development within the field.
* Provide strategic oversight of planned giving data, ensuring accuracy, integrity, and timely updates in Blackbaud NXT and Box.
* Manage systems for tracking pending distributions and outstanding pledges, alerting relevant staff to actions required for timely gift completion.
* Prepare quarterly and ad hoc reports on Elm Tree Society membership, giving totals, and other key metrics for leadership review.
* Assist Director of Gift Planning in maintaining and reviewing prospect contact reports,
* Responsible for regular audits of Gift Planning data for accuracy and completeness.
* Manage the annual operating budget for the Office of Gift Planning in collaboration with the Director, ensuring resources align with strategic goals.
* Monitor budget performance, reconcile expenses, and prepare monthly and quarterly financial reports for leadership.
* Together with the Director of Gift Planning, develop an annual marketing calendar.
* Coordinate with Marketing and Communications for creation of new marketing materials for the Planned Giving website and newsletters.
* Responsible for keeping marketing projects on budget and delivered on schedule.
* Manage vendor relationships, timelines, and deliverables for marketing, publications, and web updates.
* Active support for the College’s Principles of Community and Institutional Values in the performance of job duties.
** REQUIRED KNOWLEDGE, SKILLS, and ABILITIES**:
* Project management skills and the ability to manage multiple projects simultaneously.
* Strong clerical and administrative skills with attention to detail.
* Excellent communications skills with customer service orientation.
* Strong professional writing and verbal skills.
* Ability to build productive relationships with all alumnae, specifically major donors with estate commitments to the College.
* Ability to build strong working relationships within the department, division, and across other units of the College.
* Proficiency in Microsoft Office suite (word, excel, PowerPoint) and proficiency in office CRMs and systems, specifically Blackbaud Raiser’s Edge and Workday. Preferred experience with PGCalc, Canva, and Word Press.#
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* Please note:

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