Planned Gifts Administrator

Summary

Position Summary
Manages all administrative, organizational, and monitoring aspects of life income gifts, expected bequest, estate gifts and state solicitations.

Essential Duties

1. Manages all administrative aspects of life income gifts (CGA’s and Charitable Trusts), expected bequest gifts (Revocable and Irrevocable) and Estate gifts (matured bequests).  
2. Receives and processes stock gifts transferred electronically, by certificate, or otherwise including using IRS approved methods to determine the value of gifts received and communicates value to all appropriate individuals and databases. 
3. Assists fundraisers with planned gift proposals using planned giving software and/or preparing and/or sending accurate proposals digitally and/or via mail.
4. Manages all planned gift information placing it in the appropriate database and hard files.  
5. Oversees all planned gifts and works with donors, fundraisers, attorneys, advisors, NJH Finance Department and NJH Legal Department to bring gifts (especially estate gifts) to a timely close.
6. Works with the Finance Department to prepare and send all life income payouts, tax receipts, and insurance premium invoices to donors in a timely fashion. 
7. Assists AVP of Development, Planned Giving with all planned gift marketing. This includes creating and developing marketing concepts, implementing them internally and with subcontractors and tracking results which includes fundraiser communication and tracking. 
8. Supervises work with outside firm to maintain state certification for general solicitations. Works closely with the Finance Department to monitor and maintain gift annuity registration in all appropriate states.
9. Prepares and sends receipts, acknowledgements and thank you letters to donors when appropriate, including processing and maintaining all aspects of plaquing for donor recognition.
10. Assists with preparation and monitoring of the Planned Gift budget.

Other Duties

1. Acts as a team member providing back up for administrative staff absences and vacancies, as needed or directed.

Competencies

1. Accountability: Follows through and meets personal commitment to others on time.
2. Adaptability: Balances competing demands of multiple projects by setting priorities, communicating change, and meeting deadlines.
3. Attention to Detail: Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time. Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.
4. Collaboration/Teamwork: Cooperates with others to accomplish common goals; works with employees within and across his/her department to achieve shared goals; treats others with dignity and respect and maintains a friendly demeanor; values the contributions of others.
5. Customer Focus: Provides assistance to customers; frequently goes “the extra mile” to provide service; often demonstrates considerable knowledge of services provided; demonstrates expertise in correcting problems; listens to customer needs, confirms issues and delivers appropriate results.
6. Initiative: Takes prompt action to accomplish objectives; taking action to achieve goals beyond what is required; being proactive.
7. Managing Work and Time: Consistently focuses on the critical few priorities and manages those to achieve expected results.
8. Perseverance/Resourcefulness: Accesses and utilizes available resources inside and outside the company.
9. Professional Development: Uses feedback from co-workers and customers to find ways to enhance his/her performance.

Supervisory or Managerial Responsibility
None

Travel
None

Core Values

1. Be available to work as scheduled and report to work on time.
2. Be willing to accept supervision and work well with others.
3. Be well groomed, appropriately for your role and wear ID Badge visibly.
4. Be in compliance with all departmental and institutional policies, the Employee Handbook, Code of Conduct and completes NetLearning by due date annually.
5. Fosters an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the institution.
6. Adheres to safe working practices and at all times follows all institutional and departmental safety policies and procedures. 
7. Wears appropriate PPE as outlined by the infection control policies and procedures.
8. Demonstrates compliance with all state, federal and all other regulatory agency requirements.

Minimum Qualifications

1. Education: High School diploma or equivalent required. Bachelor’s degree preferred.  
2. Work Experience: A minimum of three (3) years of recent and related experience required. Paralegal experience preferred. 
3. Special Training, Certification or Licensure: Notary preferred. Paralegal certificate preferred. 

Salary Range: $60,000 - $70,000

Benefits

At National Jewish Health, we recognize that our outstanding faculty and staff are the essence of our organization. For every aspect of health care, our employees are our greatest asset.

With that in mind, we have designed a valuable, comprehensive benefits package to meet the needs of our employees and their families.

• Medical Plans, Dental Plans and Vision Insurance
• Retirement Plan
• FSA and HSA
• Short and Long Term Disability
• Life Insurance and AD&D
• Voluntary Benefits, like Accident Insurance, Critical Care and Hospital Indemnity
• Sick and Vacation Paid Time Off
• Wellness Program
• Legal Plan