Clemson University Hiring for Gifts & Estate Planning Coordinator at Open Until Filled Full Time

JOB SUMMARY:

Clemson University’s Advancement Division is looking for a Gifts & Estate Planning Coordinator to fulfill the following duties:

• Promote and advance fundraising initiatives through communication and donor stewardship for the Central Development Team (CDT) which is comprised of Principal Gifts, Planned Gifts, Corporate and Foundation Relations, and the Inclusion & Equity fundraising team.
• Provide support for the Senior Associate Vice President (AVP) for Advancement in the areas of donor cultivation, solicitation, stewardship, and marketing assistance.
• Serve as the Clemson Legacy Society Coordinator.
• Other duties as assigned.

JOB DUTIES:

30% – Essential – Office of Trusts, Gift & Estate Planning Support:
Provide support and coordination to Senior AVP in planned giving life-cycle including trusts, charitable gift annuities, Wills, and other areas; Communicate with planned giving and principal gift prospects and their legal representatives, financial advisors, and colleagues regarding estate giving while maintaining a high level of confidentiality; Maintain Deferred Gift Inventory &records and manages estate files; Prepare communication for donors and representatives; Collaborate with Development Officers to process planned gifts, manage all Memorandums of Understanding (MOUs) and fund agreements. Maintain a working knowledge of estate planning and planned giving.

25% – Essential – Clemson Legacy Society Coordinator:
Serve as main point of contact for annual Clemson Legacy Society events; Collaborate with Events and Marketing & Communications teams to coordinate event, attend planning meetings and event; Coordinate communications and promotion efforts, maintain membership database and files, prepare reports, recognition to donor records, and manage the registry appointments and signings.

20% – Essential – AVP Support:
Coordinate team meetings, agenda, materials needed, and serve as backup to Administrative Coordinator in recording minutes; Maintain accurate recording of plans, opportunities, and interactions in CRM Database; Knowledge of University and Foundation policies, procedures, rules, and regulations. Collaborate with colleagues to establish and/or solve procedural issues and suggests solutions to CDT.

15% – Essential – Donor Stewardship and Customer Service:
Prepare gift/pledge financial summaries and endowment balances for donors; Coordinate donor visits and events; Assist with high-volume preparation of confidential and personalized correspondence on behalf of the Senior AVP.

10% – Essential – Marketing Initiatives/Special Projects:
Coordinate marketing materials and maintain supply for development officers¿ use; Assist with writing donor profiles and constituent mailings; Coordinate prospect interview scheduling; Write and submit student/intern job descriptions for posting, manage student workers, student hiring/work requirements, time approval; Support special projects as assigned.

MINIMUM REQUIREMENTS:

Education – Bachelor’s Degree
Work Experience – 2+ Years

PREFERRED REQUIREMENTS:

Work Experience – 6+ Years

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
No Budget Responsibilities – No fiscal responsibility for the department’s budget.

PHYSICAL REQUIREMENTS:

0% – Stand for prolonged period
0% – Sit (stationary position) for prolonged period
0% – Communicate, converse, give direction, express oneself

WORK SCHEDULE:

Standard Hrs: 37.5; Salary Commensurate with Experience

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:

Open Until Filled

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 [email protected] 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 race, color, religion, sex, sexual orientation, gender, gender identity, pregnancy (including childbirth, or related medical condition), national origin, age, disability, veteran’s status, genetic information, or any other personal characteristic protected under applicable federal or state law. Clemson University is building a culturally diverse faculty and staff committed to working in a multicultural environment and encourages applications from minorities and women.