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Job ID: 122434

Coordinator - Gift Planning
Utah Valley University


Date Posted Apr. 23, 2019
Title Coordinator - Gift Planning
University Utah Valley University
Orem, UT, United States
Department N/A
Application Deadline Open until filled
Position Start Date Available immediately
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  • Coordinator
  • Institutional Advancement
    Communications/Public Relations
 
 


Coordinator - Gift Planning


Position Category: Staff - Full-Time

Summary:

Under the leadership of the Director of Gift Planning, the Coordinator - Gift Planning will actively coordinate a dynamic portfolio of multidisciplinary and interdepartmental initiatives spanning the Division's programs, Gift Planning, Major Gifts, Gift Society, Board relations, and other items as assigned.

While some administrative work will be performed, this position requires knowledge as a financial professional, especially in regard to charitable giving. As a subject expert, the Coordinator is expected to interact with a wide range of very important donors and donor prospects, as well as VIPs from within the community and on campus partners, and to do so with an extremely high degree of autonomy and confidentiality. The Coordinator will receive training in the field of Gift Planning and assume responsibilities commensurate with the position's educational and professional background and aspirations. We expect the Coordinator to seek opportunities for training in the field of planned giving and to progress toward becoming a certified planned giving professional.

Essential Duties Include the following:
1. Coordinate Gift Planning Program (60%)
- Maintain and continually update all Gift Planning files and constituent records
- Coordinate with professionals and donors on a regular basis
- Assist Director in opening and closing deferred gifts and properly logging gifts according to IRS regulations.
2. Gift Planning Visit and Travel coordination (15%)
- Set up travel plans for donor, prospect and professional visits.
- Manage travel requests, reports and associated paperwork.
- Track visits and actions in Raisers Edge and department files.
- Prepare, track and create documents associated with visits and gift management.
3. Wilson Sorensen Society (15%)
- Under the guidance of the Director, manage the Wilson Sorensen Society, including direct marketing, correspondence, and other mailings.
- Manage stewardship processes, including tracking, events, and correspondence with members.
- Project manager for the UVU Wilson Sorensen Society Appreciation luncheon and other appropriate special events.
- Manage the Wilson Sorensen Society donor wall and website.
4. Gift Planning Board and UVEPC (10%)
- Coordinate all aspects of the planning and implementation of Gift Planning Board meetings, including agenda, catering, room scheduling and minutes and continuing education submission.
- Attend meetings, swiftly distribute minutes and assignments, ensure assignments are tracked and reported upon, and submit continuing education credits.

Required Qualifications:

Graduation from an accredited institution with a Bachelors degree in Accounting, Finance, Financial Planning or Business Management and 2 years of experience in fundraising, financial planning, banking, accounting, data research, paralegal or legal secretary.

Knowledge, Skills and Abilities:

  • Knowledge and expertise in use of English grammar, punctuation, and syntax for both written and oral communications; and ability to learn subject-specific terminology for use in crafting development communications.
  • Knowledge of business practices, business plan development, correspondence, and report generation.
  • Knowledge of fundraising procedures, techniques, and best practices, as well as legal, compliance, and ethical constraints.
  • Knowledge of and ability to conduct sophisticated research, analyze information, problem-solve, plan strategically, and make reliable projections.
  • Knowledge of standard office productivity software, which must include MS Office programs, online resources, web, social networking, and web 2.0 applications.
  • Skill in office methods, techniques, practices and procedures.
  • Strong multi-task management skills with the ability to meet deadlines with high quality results.
  • Ability to work as a team within a large organization with diverse constituencies and rapidly shifting priorities and deadlines.
  • Commitment to the highest standards of customer service, professionalism, and ethics and ability to deal with sensitive information in a discrete and confidential manner.


Preferred Qualifications:

Physical Requirements:

Some early morning, late evening, and weekend work will be required.
Consistently sitting as with an office environment. Consistent need to speak, hear, and see. Consistent use of fine-hand manipulation associated with the use of a computer. Frequently walking, and moving about to accomplish tasks. Occasionally lifting up to 10 pounds.

Benefits Summary:

UVU offers an excellent benefits package which includes a generous leave policy, 12 paid holidays, affordable medical and dental insurance options, life and AD&D insurance, tuition waiver (undergraduate resident) for employee and dependents and substantial employer contribution to a retirement plan.

FLSA: Non-Exempt

Pay Range: $33,385 - $41,731

Advertisement Number: STA155018 Institutional Advancement Staff

Open Date: 04/19/2019

Review Start Date: 05/03/2019

Close Date:

Open Until Filled: Yes

Special Instructions to Applicant: Priority consideration will be given to those applicants who apply on or before the Review Start Date." This job advertisement may close at any time after the review date.

Please list a minimum of three business references. References may be contacted at some point during the screening and selection process for a letter of recommendation.

To apply, visit: https://www.uvu.jobs/postings/12232

Employment decisions are made on the basis of an applicants qualifications and ability to perform the job without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age (40 and over), disability, veteran status, pregnancy, childbirth, or pregnancy-related conditions, genetic information, or other bases protected by applicable federal, state, or local law.

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