Essential Functions: JOB PURPOSE Assist the senior director and planned giving officer with marketing strategies, prospect cultivation, donor stewardship and recognition of planned gifts. Responsible for the internal documentation and tracking of planned gifts and the administration of estates. This position reports to the Senior Director, Planned Giving.ESSENTIAL FUNCTIONSAssist the planned giving staff in documenting planned gifts for the university; create and maintain planned giving files. Ensure that the respective school/college is informed of all planned gift activity. Responsible for timely processing of gifts received. Responsible for the oversight of the life insurance policy gift process; track premiums due to insurance carrier, send notifications to donors, notify accounting of gift of premiums received and prepare direct payment requests to send premiums to insurance companies.Create and maintain files on estates in process. Maintain existing files including determining and documenting next steps. Follow up with attorneys/trustees as necessary to keep process moving. Archive files once estates are closed. Work with outside marketing entities to obtain appropriate pictures for use in ads, coordinate testimonial interviews and keep the overall process moving.Request prospect lists for marketing needs and mailings. Review lists to verify appropriate data is included in proper format and send to vendor.Assist in the stewardship process by proactively suggesting and implementing timely contacts for legacy society members, Planned Giving Committee members, gift officers and donors.Coordinate activities for the Planned Giving Committee and prospect/donor meetings. Schedule and organize meeting logistics including: maintain RSVP lists, make follow-up calls to confirm attendance, book location, arrange for parking access, and other related meeting details.Perform other duties as assigned.
Qualifications: MINIMUM QUALIFICATIONSEducation: Bachelor's degreeGraduation from an accredited college or university with a degree in marketing, public relations, business administration, communications or related field, or equivalent combination of education and experience.Reasonable knowledge and understanding of University policies and procedures.Experience: ExperiencedExperienced (minimum 2 years of job-related experience)Marketing experience/knowledge preferred.Development experience is preferred.KNOWLEDGE, SKILLS & ABILITIES REQUIREDCOMMUNICATIONS SKILLS: Ability to communicate clearly, concisely and professionally both orally and in writing. Strong interpersonal skills with customer service orientation are a must. PLANNING AND ORGANIZATION: Ability to manage and multi-task several projects simultaneously, prioritize and plan work activities while meeting respective deadlines. Strong organizational and time-management skills.ANALYTICAL AND PRESENTATION SKILLS: Ability to evaluate, interpret, and present complex information effectively in professionally prepared documents or presentations. Must possess a demonstrated attention to detail in order to achieve a high degree of accuracy.TECHNICAL SKILLS: Proficient in the use of complex administrative systems software, preferrably in the higher education environment. Proficient with Microsoft Office suite, especially Word, Excel and PowerPoint. LEARNING AGILITY: Independent and innovative self-starter who displays an ability to learn quickly and easily adapts to changing situations. Experience researching topics to gain knowledge and understanding when information gaps exist.TEAMWORK: Ability to collaborate effectively with colleagues within the division and other units to gain full understanding of the project and desired outcome; ability to produce high quality and consistent results with assistance of team members; provide support to teammates when tackling complex projects.
Internal Number: 76_207347
About Wayne State University
Founded in 1868, Wayne State University is a nationally recognized metropolitan research institution offering more than 400 academic programs through 13 schools and colleges to nearly 32,000 students. Wayne State?s main campus in Midtown Detroit comprises 100 buildings over nearly 200 acres; its five extension centers offer higher education to people throughout Southeast Michigan. Wayne State is dedicated to preparing students to excel by combining the academic excellence of a major research university with the practical experience of an institution that by its history, location and diversity represents a microcosm of the world we live in. Reflecting its location and the excellent international reputation of its graduate schools, particularly in the sciences, Wayne State boasts the most diverse student body among Michigan?s public universities. Its students represent 49 U.S. states and more than 60 countries.