What are the responsibilities and job description for the Gift Planning Support Specialist position at The Navigators?
Overview:
This position will serve in a professional fundraising environment with emphasis on Gift Planning donor qualification and cultivation and other administrative tasks. The Gift Planning Support Specialist will strive to enhance Gift Planning donor relationships within a complex portfolio of highly valuable donors and constituents of Navigator ministry, thereby actively advancing growth for the Gift Planning program.
Responsibilities:
Administrative Responsibilities 30%
Budgeting and Marketing 20%
Additional Responsibilities
The Navigators is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity employer. The Navigators does not discriminate based on race, color, national origin, sex, age, disability, veteran status, or any other status protected by law or regulation.
The Gift Planning Support Specialist shall serve The Navigators and fulfill the responsibilities listed below in the spirit of The Navigators calling, values and purpose: To advance the Gospel of Jesus and His kingdom into the nations through spiritual generations of laborers living and discipling among the lost.
This position will serve in a professional fundraising environment with emphasis on Gift Planning donor qualification and cultivation and other administrative tasks. The Gift Planning Support Specialist will strive to enhance Gift Planning donor relationships within a complex portfolio of highly valuable donors and constituents of Navigator ministry, thereby actively advancing growth for the Gift Planning program.
Donor Relationships and Estate Settlement 50%
- Assists with the communication and stewardship plan for the Trotman Fellowship to enhance donor relationships (using personal cards, newsletters, and fulfillment materials).
- Initiates phone calls to all Gift Planning donors within the MarketSmart platform, seeking new planned gifts or Gift Planning prospects and return MarketSmart donor phone calls or e-mails and complete follow-up actions as necessary.
- Participates in focused campaign calls (cultivating relationships and praying with donors).
- Responds to all incoming calls on the Gift Planning phone number and organizational e-mail box and provides direction to Gift Planning donors utilizing the Nav Legacy website and basic planning information.
- Executes GP team’s processes upon notification of donor’s estates being settled; collaborates with estates’ personal reps, executors, attorneys, and trust officers, as applicable, to ensure timely closure; tracks and reports progress of estate settlements.
Administrative Responsibilities 30%
- Reviews Charitable Gift Annuity proposals for accuracy and correct information, and coordinates with Barnabas Foundation for distribution to donors.
- Manages the Planned Giving electronic databases and hard-copy file systems.
- Grows and achieves competency regarding Gift Planning strategies, ethics, organizational practices, industry tools and resources through coaching/mentoring, conferences/webinars, and other resources.
- Facilitates receipt of Gift Planning gifts and processes through Donor Care or Agilis for deposit into the proper cost center.
Budgeting and Marketing 20%
- Assists with team financial affairs and basic legacy gift settlement in cooperation with the Gift Planning Team, including filing expense reports and paying supplier invoices.
- Assists with the implementation of the Gift Planning marketing and communication program in coordination with current Development marketing channels: direct mail, digital (websites, social media, and e-mail), donor visits, and telephone.
- Other job-related duties as assigned.
Additional Responsibilities
- Participate in development events such as Navigator on-site events, Cultural Development and Diversity trainings or other non-Navigator developmental events as appropriate.
- Read spiritually and culturally developmental books and literature.
- Participate in the annual, organizational Plan and Progress Review (PPR) process.
- Submits hours worked on a weekly basis in The Navigators’ Time Tracking System, Workday
- Belief in and adherence to the Statement of Faith and Mission of The Navigators.
- Minimum education – four-year college degree.
- Superior written and verbal communication skills, as well as strong presentation and liaison skills (in-person and on the phone).
- Strong organizational skills.
- Ability to represent The Navigators in a positive and professional manner during both internal and external interactions.
- Proficient in Microsoft Office Suite as well as other database and web-based fundraising tools.
- Ability to analyze data and identify gift planning prospects.
- Ability to work well independently while maintaining strong communication with coworkers and team members.
- High level of integrity in dealing with confidential information.
- Capacity to deal comfortably and sensitively with high-level donors.
- Ability to forge strong working relationships with others and a capacity for engaging trust among colleagues and donors.
- Past personal experience with The Navigator ministry is a plus.
Compensation Range: $39,000 to $49,000/year
Benefits: High-Deductible Health Plan: Medical, Dental, Vision, HSA, FSA, Life Insurance, Disability, EAP, 401a and 403b retirement options. 10 paid holidays per year, accumulating PTO (vacation, sick, personal). For detailed information, visit navbenefits.org.
The Navigators is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity employer. The Navigators does not discriminate based on race, color, national origin, sex, age, disability, veteran status, or any other status protected by law or regulation.
Salary : $39,000 - $49,000
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