Job Title: Planned Giving Specialist -- Life Income Gifts
Internal Title: Specialist I
Department/Location: Charitable Giving - Planned Giving
Reports To: Planned Giving Operations Officer
Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United States. CRS works to save, protect, and transform lives in need in more than 100 countries, without regard to race, religion or nationality. CRS' relief and development work is accomplished through programs of emergency response, HIV, health, agriculture, education, microfinance and peacebuilding.
Working under the supervision of the Planned Giving Operations Officer, the Planned Giving Specialist is part of the Planned Giving Team. Responsibilities include the maintenance and enhancement of a comprehensive program for Life Income Gifts including Charitable Gift Annuities and Pooled Income Fund Gifts. This position also works with Bequest Estate Administration in a limited capacity with regards to Irrevocable Trusts and Beneficiary Designations and may process other basic bequests as assigned.
Oversight and management of CRS Life Income Gifts including responding to phone and letter inquiries concerning CRS Charitable Gift Annuities or Pooled Income Funds, prepare CGA illustrations, and prepare CGA agreements.
Work closely with M&T Bank, financial planners, and attorneys to bring gifts to closure.
Implement Stewardship acknowledgement opportunities for Life Income Gift Donors to include phone calls, written correspondence, and Donor visits as scheduled with supervisor.
Maintain all related records in ClearView and GiftWrap software (coordinated with M&T Investment Group).
Process Beneficiary Designation Bequests received by CRS including the completion of all necessary forms and communication.
As assigned, manage Irrevocable Trust assets including necessary communications with trusts, and updating status and value of irrevocable trusts on a quarterly basis.
As assigned, process estate bequests including monitoring the will through probate, proactively follow up with estate attorneys/executors to ensure timeliness and accuracy of distributions, and prepare acknowledgement letters.
Works collaboratively with other PG Specialist to ensure timeliness in processing of all distributions.
Complete approved accrual process as needed.
Ensure all PG policies and procedures are followed, and compliance is clearly documented.
Identify, recommend and implement business process improvements associated with Planned Giving.
Provide cross-training to other Charitable Giving staff on all aspects of Life Income gifts.
Cross-train with other Planned Giving staff in order to respond to donor inquiries and provide backup for the administration of such gifts.
Stay current regarding CRS programming, news, and world events.
Other tasks as assigned by supervisor.
Ensure accurate and complete tracking and reporting of insurance policies.
These are rooted in the mission, values, and guiding principles of CRS and used by each staff member to fulfill his or her responsibilities and achieve the desired results.
Continuous Improvement & Innovation
Accountability & Stewardship
Internal: All Charitable Giving Units including Major Gifts, Donor Services, Analytics Unit, Annual Giving; Office of Legal Counsel; Finance.
External: CRS donors and their personal representatives, attorneys and financial advisors, M&T Bank, other PG vendors and consultants.
1.BA or BS minimum requirement
2.3-5 years related experience as an account representative, fundraiser, accountant or similar field a plus.
3.Excellent written, verbal and interpersonal communication skills, including ability to communicate effectively and empathetically. Ability to explain sophisticated planned gifts in a clear and easily understood manner to PG donors.
4.Strong analytical and research skills.
5.Familiarity with processing legal documents and forms, particularly estate-related documents a plus.
6.Maturity, ability to handle multiple tasks simultaneously in a deadline-oriented environment.
7.Computer literacy (MS Office: Word, Outlook, Excel); knowledge of fundraising databases a plus.
1.Strong time management skills, a structured and detailed oriented individual who is able to work under tight deadlines.
2.Requires minimal supervision. Takes initiative and asks pertinent questions, yet knows when to involve others. Good problem-solving skills.
3.Ability to work well with others including co-workers, supervisors and various units within Charitable Giving.
4.Positive and energetic attitude, enjoys and works well in a collegial, team-oriented, sharing environment, yet self-motivated with personal initiative for expanding the planned giving portfolio.
5.Friendly and outgoing manner, flexible and attentive approach, and open to many options to reach agreed upon goals.
6.Understands of basic fundraising concepts and donor psychology.
7.Project a positive donor service attitude in all aspects of duties internally and externally.
8.Willing to acquire a working knowledge of various planned gift vehicles.
Physical Requirements/Environment: Based in Headquarters; normal conditions akin to an office environment
Foreign Language Required: N/A
Catholic Relief Services