Children International · Kansas City, USA
Join Children International as a Gift Planning Specialist and help us break the cycle of generational poverty for children around the world.
About the Role
The Gift Planning Specialist will be a member of the Global Philanthropy team at Children International, supporting our overall gift planning strategy. This person will assist the Gift Planning team to work effectively and collaboratively across the organization to help with gift planning opportunities.
Responsibilities:
Support the gift planning team in donor requests and inquiries.
Build strong collaborative relationships with colleagues to coordinate efforts when responding to donor giving inquiries and needs.
Assist with the charitable gift annuity program.
Call supporters to determine gift allocations when necessary.
Support estate processing, including necessary documentation and following up with required tasks.
Manage the unsubscribe list after marketing communications and ensure assigned relationship managers are aware of the change.
Manage child letter previews for gift planning assigned gift planning team members
Manage pay statements for accounts with gift planning RGMs.
Assist with audit informational pulls.
Handle gift planning filing, including digitizing paper files. Flag additional opportunities for donor follow-up with any plans that are uncovered in the files.