Gift Annuity & Administrative Coordinator

Samaritan's Purse; North Wilkesboro (NC); Presencial; USD 43.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

On-site Medical Clinic (staff and dep)

Medical, prescription, dental & vision

Flex Spending Account (FSA)

Disability insurance

Paid Family Medical Leave

Term Life Insurance

401(k) retirement savings plan

Paid holidays

Vacation/personal days

Sick days

Descripción de la vacante

Samaritan's Purse in North Wilkesboro, NC seeks a Gift Annuity & Administrative Coordinator to join the Donor Ministries team. The role supports legacy gifts, Gift Annuity registrations, and CGA processes, ensuring donor records are accurate and compliant.

You will coordinate FDGA and CGA activities, maintain files, assist with affidavits, and serve as the main contact for legacy mail and email while collaborating with Finance, MADP, Cornerstone, and Legacy Planners.

Formación

• Poised, alert, hospitable presence
• Excellent customer service
• Strong computer skills with common office software
• Knowledgeable of Cornerstone's GiftWrap for annuitants
• Ability to take initiative to complete duties timely and accurately
• General knowledge of planned giving tools (wills, trusts, gift annuities)
• Adaptable to changing priorities and strong communication skills
• Team player with flexibility and professionalism

Responsabilidades

• Maintain active relationship with Jesus Christ and be a witness
• Support Legacy Team and administration of legacy gifts
• Ensure compliance of Gift Annuity State registrations by preparing reports and obtaining signatures
• Manage FDGA process by recording data, producing mail merges, and coordinating with Cornerstone and InnKeeper
• Coordinate CGA process, track funds and contracts, and ensure timely signatures
• Serve as point person for all legacy mail and email, updating donor records
• Other duties as assigned

Conocimientos

Customer service

Communication

Team player

Flexibility

Compassion

Herramientas

Outlook

Word

Excel

SharePoint

InnKeeper

GiftWrap

Cornerstone

Descripción del empleo

Location: North Wilkesboro, NC, United States

What do we believe?

Demonstrate Biblical Integrity

At Samaritan's Purse, the Gospel is the center of all we do! We start each day with a time of devotions and prayer for each other, our staff, and volunteers who serve around the world. As a faith-driven organization, our Statement of Faith shapes every aspect of our global work.

Please take time to review the following link as you consider working with us: https://www.samaritanspurse.org/our-ministry/statement-of-faith/

What is the opportunity?

Respond with Compassionate Action

We are seeking a Gift Annuity & Administrative Coordinator to join our Donor Ministries team in North Wilkesboro, NC. Through humanitarian work, the goal and purpose of Samaritan's Purse are to help people in Jesus' name and share the Gospel of Jesus Christ.

In the role of Gift Annuity & Administrative Coordinator, you will have the opportunity to:

• Maintain a personal, active relationship with Jesus Christ and is a consistent witness for Jesus Christ
• Maintains a working knowledge of Samaritan's Purse projects, activities, ministry procedures and best practices. Directs this knowledge into the support of the Legacy Team and administration of legacy gifts.
• Ensure compliance of annual Gift Annuity State Registration by preparing state's report, obtaining signatures, and submitting information per each state's regulations and timeline.
• Manage the Flexible Deferred Gift Annuity (FDGA) process by recording and maintaining FDGA spreadsheet per partner's contract, sorting spreadsheet's data monthly to produce proper mail merge of FDGA letters, tracking / recording FDGA Election letter replies in InnKeeper, and communicating the required action to Cornerstone for GiftWrap database.
• Coordinate the Charitable Gift Annuity (CGA) process, including mails/emails CGA illustrations, creates or updates electronic and physical annuity files as needed, coordinates with Mail and Data Processing (MADP), Finance, Cornerstone, and Legacy Planners to track incoming gift annuity funds, applications, and payment information to meet the proper CGA timeline, obtains availability for Vice President's signature on annuity contracts, mails signed contract/packet to partner, ensures donor's InnKeeper and GiftWrap record is coded correctly, contains proper communication (email or phone notes) and has pertinent documents attached while monitoring for return documentation from partner while staying current on CGA rules and regulations through team training and webinars.
• Serves as the point person for all incoming Legacy mail and email, including distributing or responding to a staff member or partner, recording activity in tracking spreadsheets and update donor's database records.
• Other duties as assigned

What are the qualifications?

Serve with Excellence

As a qualified candidate, you will have the following skills and experience:

• Ability to have poised, alert, hospitable presence, and a servant-hearted demeanor
• Exceptional customer service skills
• Strong knowledge of computer skills, to include: Outlook, Word, Excel, SharePoint, Avaya CMS, InnKeeper, and other related office support software or equipment
• Knowledgeable of Cornerstone's GiftWrap database for annuitant information
• Ability to take initiative to ensure job duties are completed timely and accurately
• General knowledge of planned giving tools such as wills, trusts, gift annuities, etc.
• Ability to respond to a changing work environment with changing priorities
• Effective communication and interpersonal skills including written and verbal communication skills
• Strong team player with a high degree of flexibility
• Compassion and professionalism

What are the benefits?

Walk in Bold Faith

Samaritan's Purse is proud to offer a competitive benefits package, including:

Domestic Full Time

• On-site Medical Clinic (staff and dependents)
• Medical, prescription, dental & vision insurance
• Flexible Spending Account (FSA)
• Long-term and Short-term disability insurance
• Paid Family Medical Leave
• Term Life Insurance
• 401(k) retirement savings plan
• 10 paid holidays
• 12 vacation/personal days
• 10 sick days
• 12 vacation/personal days
• 10 sick days
• When at IHQ, on-site Medical Clinic (staff and dependents)

Type: Full Time

Department: Donor Ministries Representative

Location: North Wilkesboro, NC

Shift: 8:00 am- 4:30 pm