Gift Planning Specialist

Children International; Kansas City (MO); On-site; USD 45,000 - 60,000; Full time

Job summary

Children International is looking for a Gift Planning Specialist to join the Global Philanthropy team in Kansas City, MO. This role involves supporting the gift planning team with donor requests, managing documentation related to charitable gift annuities, and handling various mailing projects. Ideal candidates have a BS/BA degree, at least one year of relevant experience, and are proficient in MS Office and CRM databases like MS Dynamics. A strong commitment to organizational values is essential.

Qualifications

• Minimum of 1 year of related experience in introductory gift planning preferred.
• Proven track record of achieving assigned metrics.
• Commitment to the culture and values of Children International.

Responsibilities

• Support the gift planning team in donor requests and inquiries.
• Build strong collaborative relationships with colleagues.
• Assist with the charitable gift annuity program and ensure documentation is current.
• Manage gift planning filing and coordinate annual mailing projects.

Skills

Self-driven performance

Organizational skills

Problem-solving skills

Empathy and compassion

Curiosity

Education

BS/BA degree or equivalent experience

Tools

MS Office suite

MS Dynamics

Job description

Reports to: Senior Gift Planning Program Manager

POSITION SUMMARY

The Gift Planning Specialist will be a member of the Global Philanthropy team at Children International. Reporting to the Senior Gift Planning Program Manager, the Gift Planning Specialist will support Children International’s overall gift planning strategy. This person will assist the Gift Planning team to work effectively and collaboratively across the organization to help with gift planning opportunities.

RESPONSIBILITIES

• Support the gift planning team in donor requests and inquiries.
• Build strong collaborative relationships with colleagues to coordinate efforts when responding to donor giving inquiries and needs.
• Assist with the charitable gift annuity program. Ensure necessary documentation is in the required designated systems, constituent records are current in MS Dynamics and annuity mailings are complete and sent on time.
• Call supporters to determine gift allocations when necessary.
• Support estate processing, including necessary documentation and following up with required tasks.
• Manage the unsubscribe list after marketing communications and ensure assigned relationship managers are aware of the change.
• Manage child letter previews for gift planning assigned gift planning team members.
• Manage pay statements for accounts with gift planning RGMs.
• Assist with audit informational pulls.
• Handle gift planning filing, including digitizing paper files. Flag additional opportunities for donor follow-up with any plans that are uncovered in the files.
• Organize and coordinate annual holiday card mailing for the gift planning donor file.
• Manage the annual Legacy Society certificate mailing.
• Support other mailing projects as needed.
• Support the Global Director of Philanthropy and the Senior Gift Planning Program Manager with various activities as assigned.

PERSONAL CHARACTERISTICS & QUALIFICATIONS

• BS/BA degree or equivalent years of experience required
• A minimum of 1 year of related experience in introductory gift planning is preferred
• Proven track record of self-driven performance in pursuit of assigned metrics
• Results-oriented with intrinsic motivation and excellent organizational skills
• Proficient knowledge of MS Office suite
• Experience with CRM databases such as MS Dynamics preferred
• Possesses problem-solving skills
• Genuinely curious and intuitive personality with a desire to know donors and their wishes
• Emotionally intelligent with a clear ability to demonstrate empathy and compassion to others
• Commitment to the culture, mission, and values of CI.

ORGANIZATIONAL POLICIES

• Strictly observe confidentiality and strong ethics with respect to all beneficiary information/financial and other organizational data.
• Comply with and ensure adherence to the organization’s policies, safety and security protocols and child safeguarding norms and guidelines by self as well as all stakeholders both internal and external.
• Value other cultures and demonstrate respect while relating with all organizational constituents irrespective of their race, color, faiths, gender, sexual orientation, age, caste, disabilities, experiences, beliefs, and ethnicity.

OVERALL DECISION MAKING & SUPERVISION

• This position requires decisions based on detailed instructions requiring occasional deviation from accepted practice.
• This position is generally supervised.

JOB INFORMATION

• Department: Revenue and Growth, Global Philanthropy
• Reports to: Senior Gift Planning Program Manager