Planned Giving Associate
- Pay rate: $25 per hour
- Collaborate with donors, prospects, and the major gift officers to prepare tailored proposals and illustrations
- Prepare gift annuity calculations, tax documentation, and contracts in accordance with state charitable gift annuity regulations, ensuring accuracy and compliance
- Establish gift annuities by coordinating with the administering bank, processing funds, and maintaining accurate records in the donor and planned giving databases
- (e.g., PG Calc Giftwrap)
- Ensure donors receive accurate tax information in their gift acknowledgement letters and collaborate with the bank to confirm that 1099Rs and K1s are properly distributed
- Verify that annuitants receive correct payments by providing necessary documentation to the bank, communicating changes in donor information, and keeping PG&E's records up to date
- Manage BatchCalc mailings and participate in other marketing initiatives to secure new charitable gift annuities and promote the planned giving program
- Attend relevant industry conferences, workshops, or webinars to stay current on planned giving trends and best practices, and share acquired knowledge with the team to drive innovation and improvement
- Other duties as assigned
- A minimum of a bachelor’s degree (BA or BS) is required, plus 3-5 years of related experience.
- Experience in Planned Giving is strongly preferred
- Proficiency in Microsoft Suite and prior experience with PG Calc's Planned Giving Manager or similar software is preferred
- Familiarity with Salesforce or other CRM platforms
- Excellent oral and written communication skills, with an emphasis on business writing and interpersonal communication
- Strong attention to detail and precision in managing data and documentation
- Demonstrated ability to exercise good judgment, sensitivity, and discretion when interacting with prospective donors and their representatives
- Proven ability to work collaboratively with a diverse team of professionals and adapt to changing priorities and requirements
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