Develop and maintain relationships with current and prospective Planned Giving donors through communication via mail, telephone, and email.
October 06, 2022
Create, maintain and update various department databases using numerous systems, including a specialized shared system with Harvard Management Company.
October 10, 2022
Consult with planned giving and other fundraisers University-wide on the technical aspects of complex planned and outright gifts.
November 23, 2022
Provide general office support, share receptionist duties, and answer basic inquiries from the public.
December 23, 2022
Trains staff on various computer applications as needed.
January 10, 2023
Maintains planned giving files and database and ensures security of donor confidential information.
January 15, 2023
Manages special projects for the Managing Director and Executive Director of University Planned Giving as needed.
March 15, 2023