Planned Giving Specialist - Donor Advised Fund

Organization Overview Rotary unites people from all continents and cultures who take action to deliver real, long-term solutions to pressing issues facing our communities. Each year, Rotary members invest more than $200 million and 16 million volunteer hours to improve lives and create positive change in the world. In exchange for hard work and dedication in support of Rotary’s clubs and humanitarian initiatives, our employees receive competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. To learn more, visit http://www.rotary.org.   Rotary’s Commitment to Diversity As a global network that strives to build a world where people unite and take action to create lasting change, Rotary values diversity and celebrates the contributions of people of all backgrounds, regardless of their age, ethnicity, race, color, abilities, religion, socioeconomic status, culture, sex, sexual orientation, and gender identity.   General Overview This position supports the Planned Giving team, responsible for structuring charitable gifts for The Rotary Foundation at Rotary International. You will have the opportunity to interact with generous, philanthropically motivated individuals who are improving the world with their financial resources. Your contribution will serve to make it easy for them to plan their giving and impact multiple charitable activities, including the programs of The Rotary Foundation.   You Will Have

• A college degree
• 4 years-experience in customer service, banking, paralegal or executive administrative support
• An understanding of fiduciary responsibility
• Experience with Microsoft products (Word, Excel, PowerPoint, Teams, Etc.)
• Mathematical aptitude
• A demonstrated ability to work independently

You Are Good At

• Showing attention to detail
• Written and oral communication
• Interacting with high-level donors and volunteers
• Self-motivating and managing multiple projects and tasks simultaneously
• Taking pride, ownership and initiative over your work

You Will Be Responsible For The Rotary Foundation Donor Advised Fund

• Primary customer service contact for:
  • advisors who already have Donor Advised Funds with The Rotary Foundation
  • individuals and groups interested in opening new funds
  • gift officers and volunteers who wish to promote the Donor Advised Fund
• Communications
  • Draft articles for newsletters
  • Keep web materials up to date
  • Draft quarterly communications for account advisors
  • Support the Donor Advised Fund communications plan
• Administrative
  • Keep program guides and materials up to date in response to policy and legal changes
  • Maintain records and files in a consistent and organized manner suitable for auditing
  • Coordinate the preparation of Trustee items and committee materials related to the Donor Advised Fund, as needed
  • Review and update monthly transaction records for The Rotary Foundation’s financials
  • Monitor financial transactions and transfers of funds, including the supervision of grant processing and due diligence requirements

  Leadership Attributes

• Accountability: Have a clear sense of ownership and take personal responsibility for actions.
• Collaboration: Builds partnerships and works jointly with others to meet shared objectives.
• Communication: Be open to receiving ideas from diverse viewpoints and able to communicate messages so that they are universally understood.
• Presence: Demonstrate composure and confidence.
• Productivity: Able to generate results that moves Rotary toward achieving its goals.

  Why work for Rotary?

• Generous medical, dental, and vision benefits package
• Progressive 401k matching contributions
• Above market and generous paid time off package
• Tuition reimbursement
• Professional development opportunities
• On-site cafeteria and coffee bar with special pricing for Rotary employees
• Flextime-several different work schedules to choose from
• Close to CTA, Metra, a variety of stores, and many food options