Gift Planning Associate
Core
Administer active and matured bequest and life income gifts by managing documentation, receipts, disbursements, and donor relationships for the ACLU.
Role type
Associate, Gift Planning (Planned Giving)
Builds
Long-term donor relationships and organizational partnerships for the ACLU
Domain
Nonprofit / Planned Giving / Estate Administration
Deliverable
client delivery
Required skills
Estate and life income gift administration, donor relationship management, probate documentation, financial institution coordination, data accuracy and record maintenance, regulatory compliance, Microsoft Office proficiency
Preferred skills
Knowledge of gift planning field, familiarity with fundraising databases, experience in complex national or international nonprofits
Responsibilities
Manage documentation, receipt, and disbursements of estate and life income gifts; Represent the ACLU in managing donor expectations regarding bequest inquiries and agreements; Assist gift officers with day-to-day management of donor portfolios and stewardship activities; Ensure seamless administration of gift planning marketing and estate-related functions; Maintain planned giving records and develop solutions using hygiene and management reports; Produce activity reports and gift plans using software applications and databases