Summary of Position: The Planned Giving Coordinator is responsible for providing both administrative support and marketing for the office of Planned Giving. The Planned Giving Coordinator must possess a high level of administrative, written, and oral communication skills with emphasis on accuracy and attention to detail, in addition to an understanding of the basic technical aspects of the planned giving field.
Primary Duties and Responsibilities:
• With approval of the (AVP) Associate Vice President of Major and Planned Gifts, develop long-range, integrated planned giving marketing initiatives including, but not limited to, direct mail appeals and web-based marketing. • Track performance of marketing campaigns including trends, successes, outcomes and key performance indicators. This includes ensuring all methods of solicitation are appropriately tracked and documented. • Assist with the tracking and assessment of stewardship, and other Planned Giving-related initiatives, including requesting or running—and analyzing—appropriate management reports and queries. • Attend professional staff development classes as needed. • Draft Planned Giving correspondence including acknowledgement letters, Great Commitments Society welcome letters, and sympathy letters, and produce the final drafts for distribution. Prepare responses to more complicated planned giving requests for approval by the AVP. Record and code all correspondence in Banner; ensure all correspondence are imaged in Banner Document Management. • Assist the AVP in preparing and submitting to the Office of Finance the annual registration renewal information for the states in which Berea is registered to issue charitable gift annuities. • Draft the annual Planned Giving departmental budget for review and approval of the AVP. Maintain the departmental budget; manage expenditures; assist in monitoring contracts with consultants and outside service providers; monitor/review/renew yearly subscriptions, licenses, etc. • In response to requests for information from donors, financial advisors and gift officers create planned giving exhibits using gift calculation software. • Maintain and annually update the list of donors for the Legacy Wall in accordance with the specified guidelines; collaborate on annual donor acquisition mailing to Legacy Wall relatives. • Strategize and coordinate engagement and stewardship initiatives for Great Commitments Society members. Oversee the preparation and distribution of Great Commitments Society welcome kits and monthly birthday cards. • Represent Planned Giving in meetings and committees, as needed or designated. • Manage all aspects of the Great Commitments Society and Legacy Wall events. • Strategize, plan, and coordinate campus visits for prospective and existing planned giving donors. • Use development-related imaging and data systems to research and interpret information and to enter Planned Giving-related data. Assign planned giving codes and related comments, Great Commitments Society codes and related comments, and enter bequest intentions. Monitor codes and comments entered by student workers for accuracy. • Monitor planned giving email and website. Review and respond to requests for information. • Back up to the Administrative Assistant-Major and Planned Gifts for the Development 800-line.
Education required to ensure success in this position: • High School Diploma or equivalent, required; • Bachelor’s Degree, preferred; • Equivalent combination of education and experience is acceptable.
Experience required to ensure success in this position: • Minimum of 5 years’ experience in professional office setting with clerical background; • 2 years’ experience in fundraising (preferably in higher education and a non-profit setting).
Special skills, knowledge and abilities: • A high level of attention to detail with strong initiative and strong interpersonal, organizational, and written and oral communication skills; • Ability to explain planned giving vehicles to donors, prospects, colleagues and staff; • Ability to work well with a wide variety of people, including prospects and their professional advisers and to work independently while keeping supervisors informed of issues, problems, opportunities, and progress; • Knowledge of marketing and marketing strategies.
Physical requirements: • Ability to maneuver around campus and campus buildings • Ability to lift 25 lbs.
Internal Number: E00221
About Berea College
About Berea College
Berea College achieved national distinction as the first coeducational and interracial college in the South. With an emphasis on service to the people of Appalachia and beyond, Berea enrolls 1,600 students from 40 states and 60 countries. The College has a longstanding commitment to interracial education; here, people of different races seek to learn from and about each other, while also living together. Berea is among the most racially diverse private liberal arts colleges in the United States. The college admits only students whose families are unable to afford the high cost of tuition and awards each of them a four-year tuition scholarship. Berea’s students excel in the College’s supportive but demanding academic environment, and many are the first in their families to graduate from college.
Berea College is always looking for talented, self-motivated individuals to join our team. If you think you are ready to be a part of an exciting team, then we encourage you to continue with this applicant friendly, online job application!
Berea College is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, reli...gion, sex, sexual orientation, age, national origin, ancestry, citizenship, disability, or veteran status.