Gift & Estate Planning Coordinator
: Job Details :


Gift & Estate Planning Coordinator

Clemson University

Location: Clemson,SC, USA

Date: 2024-11-18T09:01:56Z

Job Description:

WELCOME TO CLEMSON!

Clemson is calling...are you ready to answer the call?

One of the most productive public research universities in the nation, Clemson University attracts and powerfully unites students, faculty and staff whose greatest desire is to make a difference in the lives of others.

Clemson has recently been named a top 25 public college in the country by the Wall Street Journal, a top South Carolina employer by Forbes and a Military Friendly Employer for five years running. Through our research, outreach and entrepreneurial projects, Clemson University and its employees are driving economic development and improving quality of life in South Carolina and beyond.

So,... are you ready?

JOB SUMMARY:

Clemson University's Central Development Team within the Advancement Division is looking for a Gift and Estate Planning Coordinator to fulfill the following duties:

* Advancement's Central Development Team (CDT) is actively recruiting a dynamic, enthusiastic, self-starter for the Gift & Estate Planning Coordinator position to promote planned giving initiatives.

* This individual will create and execute cohesive & personalized stewardship plans for all current and prospective estate planning donors

* Performs other duties as assigned.

JOB DUTIES:

30% - Essential - Clemson Legacy Society Coordinator:

Develops and executes a comprehensive stewardship plan for all Clemson Legacy Society members to ensure each member experiences general and personalized engagement and deeper connections with Clemson University; promotes strategic, donor focused stewardship by in-person/virtual meetings, creating compelling correspondence, and strategic touchpoints for Legacy Society members and and their families.

30% - Essential - Office G&EP Support:

Collaborates with all DOs to process planned gifts and ensures that all MOUs and fund agreements are completed in a timely manner; develops/maintains a working knowledge of planned giving processes and vehicles; provides exceptional customer service while maintaining a high level of poise, confidentiality, and professionalism in all interactions with donors; assists with maintenance and accuracy of the University's Deferred Gift Inventory.

25% - Essential - Donor Stewardship,

Marketing Initiatives and Customer Service: prepares gift/pledge financial summaries & endowment balances for donors; organizes campus visits and events for Gift & Estate Planning program constituents; distributes marketing materials for G&EP and maintains supply for all Development Officers; works closely with team members to prepare Impact Reports for current/future donors; assists with creation of profiles for e-newsletter, PG Magazine & other publications and videos that demonstrate impact of philanthropic gifts.

15% - Essential - Sr. AVP Support and PG Team Support:

Maintains working knowledge of University and Foundation policies, procedures, rules, and regulations; collaborates with colleagues to establish new procedures, as well as suggesting solutions to streamline processes, to ensure effective and efficient operations; maintains an innovative and informative Gift & Estate Planning Manual; assists with confidential donor correspondence; serves as backup for Sr. AVP admin coordinator; supports special projects as assigned.

MINIMUM REQUIREMENTS:

Education - Bachelor's Degree

Work Experience - 1+ Years experience in an area such as alumni development, fundraising, prospect research, or business development.

PREFERRED REQUIREMENTS:

Work Experience - 2+ Years in business or public administration setting and/or legal background in estate planning; client/customer relations and stewardship or project management experience.

RESPONSIBILITIES

JOB KNOWLEDGE

Fundamental Job Knowledge - Fundamental working knowledge of concepts, practices and procedures and ability to apply in varied situations

SUPERVISORY RESPONSIBILITIES

Supervises Student Workers only - Supervises Student workers only

BUDGETARY RESPONSIBILITIES

Monitors Budget - Does not provide input but is responsible for monitoring the departmental budget and may oversee fund allocation.

PHYSICAL REQUIREMENTS:

Sit (stationary position) for prolonged period

Use hands or feet to operate or handle machinery, equipment, etc

Ascend or descend (i.e. stairs, ladder)

Communicate, converse, give direction, express oneself

WORKING CONDITIONS:

Overnight Travel - occasional travel may include day trips as well as overnight travel

WORK SCHEDULE:

Standard Hours: 37.5/week

COMPENSATION INFORMATION

Expected Salary Range: $ 46,655.00 - $ 55,000.00

Salary is dependent upon several factors including, but not limited to, a candidate's previous experience, knowledge, skills and performance in accordance with Clemson's compensation guidelines.

ESSENTIAL PERSONNEL LEVEL

Normal Operations

Required to follow emergency facility closure directives, and not normally expected work on-site during emergency situations.

JOB LOCATION:

Clemson, SC

APPLICATION DEADLINE:

December 12, 2024 @ 11:59 PM

MILITARY AND VETERAN:

MILITARY EQUIVALENCY:

Clemson University is proud to allow educational equivalency for military technical certifications and trainings that directly relate to the job duties.

VETERAN PREFERENCE:

South Carolina is making our Veterans a priority for employment in state agencies and institutions.

State policy for veteran preference states that for qualifying, full-time permanent positions, a veteran applicant may receive preference if they meet the job's minimum qualifications, were discharged under honorable conditions from the military, and submit their DD-214 for confidential review by the Office of Human Resources.

To claim Veteran Preference for qualifying positions, email ...@clemson.edu upon submission of your application.

CLOSING STATEMENT:

Clemson University is an AA/EEO employer and does not discriminate against any person or group on the basis of age, color, disability, gender, pregnancy, national origin, race, religion, sexual orientation, veteran status or genetic information.

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