Gift Planning Support Specialist
Company Name:
Michigan State University
ift Planning Support Specialist
Opening Information
Posting #:9771
Description
Work closely with the Director and Associate Director of Gift Planning, the Office of General Counsel, as well as, various offices on and off campus, to establish and administer a bequest administration program to monitor the progress of bequest expectancies; and, effectively increase Gift Planning awareness and response from prospects through gift planning marketing materials and strategies.
Prepare initial correspondence to estate attorney or representative; track, monitor progress, and prepare reports on estate; review estate accountings, releases, correspondence, etc.; facilitate signing and transmitting of all estate-related documentation and address any discrepancies or concerns with Director and Associate Director of MSU Office of Gift Planning and /or the Office of General Counsel; communicate with estate representative and units or colleges on estate matters; prepare and compile forms and backup documentation for recording realized bequests; run estate lists as requested; review and update estate information in database; review and coordinate follow-up communication for deceased donors who have outstanding pledges.
Respond to inquiries from donors, attorneys or university staff regarding bequests; prepare and review forms to record bequests or transmit bequest information to unit/college for documentation and further stewardship.
Establish and maintain an estate administration initial response system to include letter to attorney or Personal Representative and family / friends.
Through on-the-job training, acquire proficiency with PC Calc, gift planning software.
Participation with Director and Associate Director of the Office of Gift Planning in the design and implementation of the annual MSU Office of Gift Planning marketing plan. In collaboration with, and supervision by, the Director and Associate Director of Gift Planning, research, review, report, and analyze current planned giving marketing strategies and recommend program changes to increase results.
Coordinate and manage the production of gift planning marketing materials and mail solicitations which complement the Gift Planning website and electronic resources available.
Track efficiency and response of Gift Planning marketing materials to suggest and determine useful audience segmentation and / or strategy changes for the future.
Qualifications
An Associate's degree, preferably in paralegal training and certification as a legal assistant, Bachelor's degree, or an equivalent combination of education and work experience with estate settlement and a knowledge of legal terminology and procedures, business, journalism, marketing, communications or a related field. Exhibits superior communication and customer service skills, to include grammar, writing, editing and presentation skills; strong computer software program skills in Microsoft Office products, and be self-motivated requiring minimal supervision.
DESIRABLE QUALIFICATIONS
Experience in a professional fundraising environment, able to communicate effectively with representatives of the legal community, college and unit development officers, donors and/or their heirs, and the MSU Advancement Marketing and Communication team, and have work experience with writing and preparing marketing mailings.
How to apply
If you have any questions regarding this position, please contact Patricia Karam at .
All candidates must submit an application and resume through the Michigan State University Human Resources web-based system (MAP). The URL for this website is www.jobs.MSU.edu. Please indicate the position number 9771 when submitting your application.
MSU is an affirmative action, equal opportunity employer.
MSU is committed to achieving excellence through cultural diversity. The university actively encourages applications and/or nominations of women, persons of color, veterans and persons with disabilities.
Estimated Salary: $20 to $28 per hour based on qualifications.
Michigan State University
ift Planning Support Specialist
Opening Information
Posting #:9771
Description
Work closely with the Director and Associate Director of Gift Planning, the Office of General Counsel, as well as, various offices on and off campus, to establish and administer a bequest administration program to monitor the progress of bequest expectancies; and, effectively increase Gift Planning awareness and response from prospects through gift planning marketing materials and strategies.
Prepare initial correspondence to estate attorney or representative; track, monitor progress, and prepare reports on estate; review estate accountings, releases, correspondence, etc.; facilitate signing and transmitting of all estate-related documentation and address any discrepancies or concerns with Director and Associate Director of MSU Office of Gift Planning and /or the Office of General Counsel; communicate with estate representative and units or colleges on estate matters; prepare and compile forms and backup documentation for recording realized bequests; run estate lists as requested; review and update estate information in database; review and coordinate follow-up communication for deceased donors who have outstanding pledges.
Respond to inquiries from donors, attorneys or university staff regarding bequests; prepare and review forms to record bequests or transmit bequest information to unit/college for documentation and further stewardship.
Establish and maintain an estate administration initial response system to include letter to attorney or Personal Representative and family / friends.
Through on-the-job training, acquire proficiency with PC Calc, gift planning software.
Participation with Director and Associate Director of the Office of Gift Planning in the design and implementation of the annual MSU Office of Gift Planning marketing plan. In collaboration with, and supervision by, the Director and Associate Director of Gift Planning, research, review, report, and analyze current planned giving marketing strategies and recommend program changes to increase results.
Coordinate and manage the production of gift planning marketing materials and mail solicitations which complement the Gift Planning website and electronic resources available.
Track efficiency and response of Gift Planning marketing materials to suggest and determine useful audience segmentation and / or strategy changes for the future.
Qualifications
An Associate's degree, preferably in paralegal training and certification as a legal assistant, Bachelor's degree, or an equivalent combination of education and work experience with estate settlement and a knowledge of legal terminology and procedures, business, journalism, marketing, communications or a related field. Exhibits superior communication and customer service skills, to include grammar, writing, editing and presentation skills; strong computer software program skills in Microsoft Office products, and be self-motivated requiring minimal supervision.
DESIRABLE QUALIFICATIONS
Experience in a professional fundraising environment, able to communicate effectively with representatives of the legal community, college and unit development officers, donors and/or their heirs, and the MSU Advancement Marketing and Communication team, and have work experience with writing and preparing marketing mailings.
How to apply
If you have any questions regarding this position, please contact Patricia Karam at .
All candidates must submit an application and resume through the Michigan State University Human Resources web-based system (MAP). The URL for this website is www.jobs.MSU.edu. Please indicate the position number 9771 when submitting your application.
MSU is an affirmative action, equal opportunity employer.
MSU is committed to achieving excellence through cultural diversity. The university actively encourages applications and/or nominations of women, persons of color, veterans and persons with disabilities.
Estimated Salary: $20 to $28 per hour based on qualifications.
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