Planned Giving Coordinator

3 days left

Location
Illinois, United States
Salary
Salary Commensurate with experience
Posted
Jul 09, 2021
Closes
Aug 07, 2021
Employment Type
Full Time
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 structured gifts to the Endowment at The Rotary Foundation of Rotary International. You will have the opportunity to support generous philanthropists with your attention to detail and passion for excellence. Your contribution will serve to help individuals design gifts that meet their philanthropic and financial goals through Rotary.   You Will Have
  • A Bachelor’s Degree
  • 2 years’ experience handing administrative duties
  • Raiser’s Edge, Excel, PowerPoint, and Microsoft Teams experience
  • Experience in a customer service role
  • Comfort in speaking to strangers
  You Are Good At
  • Written and oral communication
  • Proofreading and editing written material
  • Handing multiple projects simultaneously
  • Working independently as well as part of a team
  • Showing attention to detail
  You Are Open To
  • Learning new software
  • Identifying efficiencies
  You Will Be Responsible For
  • Maintaining records and files in a consistent and organized manner suitable for auditing
  • Preparation of acknowledgement packets to Charitable Gift Annuity, Charitable Remainder Trust and Pooled Income Fund donors, and the entering gift data in accounting and fundraising databases
  • Monitoring financial transactions and transfers of funds, including supervising closed Life Income Agreements and related entries in accounting and fundraising databases
  • Coordinating the preparation of correspondence with executors and trustees of the estates of Life Income Agreement participants
  • Coordinating the annual Charitable Remainder Trust federal and state filings
  • Reviewing and submitting quarterly and annual Charitable Gift Annuity filings and fees with state regulators
  • Handling general inquiries from volunteers, donors, and staff
  • Drafting correspondence and office memoranda
  • Supporting the Planned Giving communications plan with Adestra campaigns
  • Creating specialized reports for various aspects of Planned Giving activities
  Leadership Attributes
  • Communication: Be open to receiving ideas from diverse viewpoints and able to communicate messages so that they are universally understood.
  • Collaboration: Builds partnerships and works jointly with others to meet shared objectives.
  • Productivity: Able to generate results that moves Rotary toward achieving its goals.
  • Accountability: Have a clear sense of ownership and take personal responsibility for actions.
  • Adaptability: Respond to changes willingly and recognize when to adjust based on the situation.
  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

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