Boston University
SENIOR PLANNED GIVING COORDINATOR, Development & Alumni Relations
Boston University, Boston, Massachusetts, us, 02298
SENIOR PLANNED GIVING COORDINATOR, Development & Alumni Relations
Tracking Code:
24500023521114
Job Description SENIOR PLANNED GIVING COORDINATOR, Development & Alumni Relations Category:
Charles River Campus --> Administrative/Support/Clerical Job Location:
BOSTON, MA, United States Posted Date:
11/15/2024 Salary Grade:
Grade 26 Position Type:
Full-Time/Regular
Our Mission We in Boston University Development & Alumni Relations (DAR) harness the power of philanthropy to make an excellent education accessible and welcoming to all, and to advance BU's global leadership in research, scholarship, artistic creation, and professional practice. To support our work, we have built-and are continuing to build-an outstanding team of dynamic, mission-driven advancement professionals who constantly strive to create an environment where everyone belongs.
Senior Planned Giving Coordinator The Senior Planned Giving Coordinator performs a wide variety of professional, administrative and staff support tasks for the members of the Planned Giving team. The Senior Coordinator will manage higher level life income gift program tasks including overseeing the payment process with General Accounting and overseeing the termination process when a donor passes. Additionally, the incumbent will serve as primary liaison with PG Calc, which is a third party vendor. Provides general office support for the Planned Giving team, coordinates travel and tracks expenses, acts as office liaison and work-study supervisor.
Responsibilities: Assist with Planned Gift Administration, including processing life income gifts, processing planned gift income, administering planned gift payments, maintaining GiftWrap database. Generate monthly performance reports for VP review and work with Business Intelligence to revise current reporting procedures. Collaborate with the frontline fundraisers to prepare prospect research reports in advance of planned giving consultation meetings. Perform general office support duties, including scheduling meetings, maintaining appointments and calendars, arranging travel, ordering supplies, tracking expenses, screening and directing phone calls and processing university paperwork. Attend office meetings with and/or in place of Planned Giving officers. Manage quarterly cross collaboration meetings between Planned Giving, SDR, General Counsel, Financial Affairs, General Accounting, and Treasury. Provide preliminary prospect and giving research, including general work with Internet browsing tools. Establish and maintain office, filing and computer systems for prospect files and donor giving figures, contact reports, and BBEC tracking updates. Assist with the development, execution and follow up of events. This includes direct prospect and donor contact. Also assist with Planned Giving marketing and stewardship projects. Assist in the training and supervision of work-study students, and provide ad-hoc coverage of the front desk.
Required Skills: Bachelor's degree One to three years of related work experience Strong organizational and interpersonal skills are required Ability to multitask and prioritize the workload Must be able to handle confidential material responsibly and interact professionally with a wide spectrum of individuals
Values: Teamwork, transparency, and mutual respect. Diversity, equity, inclusion, and a commitment to ensuring that each of us knows we belong here. Integrity in how we work and how we treat one another. Strategic thinking and curiosity in the relentless pursuit of fresh approaches and measurable results. Continuous growth and improvement, both as individuals and as a team. Joy and shared appreciation for working hard toward goals that matter.
If this resonates with you and you want to help us in our ambitious next campaign-and maybe do some of your best work as an advancement professional- we encourage you to apply.
To learn more about Development & Alumni Relations at Boston University, and other job opportunities, please stop by the DAR Talent website:
https://www.bu.edu/dar-talent/ .
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, natural or protective hairstyle, religion, sex, age, national origin, physical or mental disability, sexual orientation, gender identity, genetic information, military service, pregnancy or pregnancy-related condition, or because of marital, parental, or veteran status. We are a VEVRAA Federal Contractor.
CURRENT BOSTON UNIVERSITY EMPLOYEES Represented by L2324 click
here
to apply for this position. All other applicants (both internal and external), please use the {Apply} section on this page.
If you require a reasonable accommodation in order to complete the employment application process, please contact the Equal Opportunity Office at 617-353-6474 or
druckman@bu.edu .
Job Location:
BOSTON, MA Position Type:
Full-Time/Regular Salary Grade:
Grade 26
To apply, visit
https://jobs.silkroad.com/BU/External/jobs/314956 #J-18808-Ljbffr
24500023521114
Job Description SENIOR PLANNED GIVING COORDINATOR, Development & Alumni Relations Category:
Charles River Campus --> Administrative/Support/Clerical Job Location:
BOSTON, MA, United States Posted Date:
11/15/2024 Salary Grade:
Grade 26 Position Type:
Full-Time/Regular
Our Mission We in Boston University Development & Alumni Relations (DAR) harness the power of philanthropy to make an excellent education accessible and welcoming to all, and to advance BU's global leadership in research, scholarship, artistic creation, and professional practice. To support our work, we have built-and are continuing to build-an outstanding team of dynamic, mission-driven advancement professionals who constantly strive to create an environment where everyone belongs.
Senior Planned Giving Coordinator The Senior Planned Giving Coordinator performs a wide variety of professional, administrative and staff support tasks for the members of the Planned Giving team. The Senior Coordinator will manage higher level life income gift program tasks including overseeing the payment process with General Accounting and overseeing the termination process when a donor passes. Additionally, the incumbent will serve as primary liaison with PG Calc, which is a third party vendor. Provides general office support for the Planned Giving team, coordinates travel and tracks expenses, acts as office liaison and work-study supervisor.
Responsibilities: Assist with Planned Gift Administration, including processing life income gifts, processing planned gift income, administering planned gift payments, maintaining GiftWrap database. Generate monthly performance reports for VP review and work with Business Intelligence to revise current reporting procedures. Collaborate with the frontline fundraisers to prepare prospect research reports in advance of planned giving consultation meetings. Perform general office support duties, including scheduling meetings, maintaining appointments and calendars, arranging travel, ordering supplies, tracking expenses, screening and directing phone calls and processing university paperwork. Attend office meetings with and/or in place of Planned Giving officers. Manage quarterly cross collaboration meetings between Planned Giving, SDR, General Counsel, Financial Affairs, General Accounting, and Treasury. Provide preliminary prospect and giving research, including general work with Internet browsing tools. Establish and maintain office, filing and computer systems for prospect files and donor giving figures, contact reports, and BBEC tracking updates. Assist with the development, execution and follow up of events. This includes direct prospect and donor contact. Also assist with Planned Giving marketing and stewardship projects. Assist in the training and supervision of work-study students, and provide ad-hoc coverage of the front desk.
Required Skills: Bachelor's degree One to three years of related work experience Strong organizational and interpersonal skills are required Ability to multitask and prioritize the workload Must be able to handle confidential material responsibly and interact professionally with a wide spectrum of individuals
Values: Teamwork, transparency, and mutual respect. Diversity, equity, inclusion, and a commitment to ensuring that each of us knows we belong here. Integrity in how we work and how we treat one another. Strategic thinking and curiosity in the relentless pursuit of fresh approaches and measurable results. Continuous growth and improvement, both as individuals and as a team. Joy and shared appreciation for working hard toward goals that matter.
If this resonates with you and you want to help us in our ambitious next campaign-and maybe do some of your best work as an advancement professional- we encourage you to apply.
To learn more about Development & Alumni Relations at Boston University, and other job opportunities, please stop by the DAR Talent website:
https://www.bu.edu/dar-talent/ .
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, natural or protective hairstyle, religion, sex, age, national origin, physical or mental disability, sexual orientation, gender identity, genetic information, military service, pregnancy or pregnancy-related condition, or because of marital, parental, or veteran status. We are a VEVRAA Federal Contractor.
CURRENT BOSTON UNIVERSITY EMPLOYEES Represented by L2324 click
here
to apply for this position. All other applicants (both internal and external), please use the {Apply} section on this page.
If you require a reasonable accommodation in order to complete the employment application process, please contact the Equal Opportunity Office at 617-353-6474 or
druckman@bu.edu .
Job Location:
BOSTON, MA Position Type:
Full-Time/Regular Salary Grade:
Grade 26
To apply, visit
https://jobs.silkroad.com/BU/External/jobs/314956 #J-18808-Ljbffr