Best Friends Animal Society
The Planned Giving Coordinator (PGC) will be a key member of the organization's Planned Giving Program. This person will support the Planned Giving Department (including Lifetime Care Program) by being one of the first people to respond to prospect and donor calls, emails, and correspondence. The PGC will document interactions and maintaining processes across the program, implementing new strategies, maintaining and expanding existing programs and ensuring that planned giving initiatives are integrated into other areas within the Development Division and throughout the organization as appropriate.
Answer phone calls and emails regarding requests for planned giving information, responses to PG marketing efforts, and calls from attorneys and executors.
Create follow up cover letters and process requests for information about Planned Giving and Lifetime Care and update donor records accordingly.
Update and manage the database records of prospects and donors as well as Lifetime Care members. Ensure all data on Planned Giving donors is up to date and that offline files of all donors and prospects are kept current and confidential.
Assist in processing planned gifts received by Best Friends, including issuing timely gift acknowledgments.
Maintain and update processes and procedures for all team functions and ensure team members across the country are consistently following agreed upon processes.
Identify and coordinate legal documents necessary for estate administration.
Schedule and participate in on-site meetings with prospective and existing donors in the absence of a Planned Giving Officer.
Back up other members of the Planned Giving team when they are on leave or travel.
Create check requests and reimbursement requests and secure proper approval.
Participate in Development Department activities as required.
Other duties as assigned.
Experience / Requirements:
Work autonomously and be self-directed and self-motivated.
At least five (5) years relevant experience. Direct experience in a Development environment working with the cultivation, solicitation and stewardship of planned gifts a plus.
Outstanding verbal and written communication, analytical and administrative skills.
Must have a high level of interpersonal skills to handle sensitive and confidential situations. The ideal person for this position would be a team player, professional, upbeat, energetic, takes initiative, uses tact and diplomacy.
Demonstrated skills with spreadsheets and budgeting and forecasting.
Proficiency with Microsoft Office software (word processing and spreadsheets), donor software and Internet research.
Ability to professionally advocate Best Friends' position on issues.
Flexibility to work weekends as needed.
Work at a computer for extended periods of time with repetitive typing, arm and hand motion.
Thank you for your interest in pursuing a career at Best Friends Animal Society. Best Friends Animal Society is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to their race, color, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.
Best Friends Animal Society
Website : http://bestfriends.org
More than 5,500 dogs and cats are killed each day in America’s shelters simply because they don't have a safe place to call home. At Best Friends Animal Society, we believe that no animals should have to die in shelters when solutions exist to save them—solutions like adopting, fostering, spaying/neutering and Trap/Neuter/Return (TNR). Best Friends is the only national nonprofit animal welfare organization focused exclusively on ending the killing of dogs and cats in America's shelters. An authority and leader in the no-kill movement for more than 30 years, we run the nation's largest no-kill sanctuary for companion animals, regional centers in Los Angeles, Salt Lake City, and New York, as well as life-saving programs in partnership with rescue groups and shelters across the country. Since our founding in 1984, we have helped reduce the number of animals killed in shelters from 17 million per year to 2 million. No other animal welfare organization has the knowledge, technical expertise and on-the-ground network to end the killing and Save Them All.