Gift Planning Associate at Aclu · LumiJobs

Responsibilities

Reporting to the Deputy Director of Gift Planning, the Gift Planning Associate will support the overall operations of the gift planning program and represents the ACLU when working directly with donors and/or their families, attorneys, and advisors to administer both active and matured bequest and life income gifts.
Support the overall operations of the gift planning program and represent the ACLU when working directly with donors and/or their families, attorneys, and advisors to administer both active and matured bequest and life income gifts.
Manage the documentation, receipt, and disbursements of estate and life income gifts by coordinating with internal departments and external financial institutions; use your knowledge of planned gifts to problem-solve complex transactions.
Represent the ACLU in managing donors’ and their representatives’ expectations regarding bequest inquiries, gift proposals and agreements, disbursements, and probate documentation.
Demonstrate a high degree of independent decision-making to ensure matured gifts are administered in accordance with organizational revenue sharing policies.
Responsible for assisting gift officers with day-to-day management of donor portfolios and stewardship activities by entering and maintaining the flow of tasks, producing correspondence, or other materials, necessary to maintain and deepen donor relationships.
Ensure the seamless administration of gift planning marketing and estate-related functions, including being the first point of contact for donors and their representatives, prioritizing a high volume of email and mail, independently assessing circumstances and determining the best course of follow-up.
Responsible for the data accuracy and maintenance of planned giving records, evaluating needs and developing solutions using hygiene and management reports.
Use knowledge of a variety of software applications and databases to create proposals and gift plans, track regulatory compliance, and produce activity reports.
At the discretion of planned giving management, other projects and duties will be assigned as necessary to maintain the highest level of gift planning standards.
FUTURE ACLU'ERS WILL
Be committed to advancing the mission of the ACLU

Gift Planning Associate

Responsibilities

Qualification

Preferred

Benefits

Company

Aclu

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