Administrative Coordinator, Planned Giving

1 week ago

Annapolis, United States USNA Alumni Association & Foundation Full time

The United States Naval Academy Alumni Association & Foundation is searching for a **Administrative Coordinator, Planned Giving.**

**This position is based in historic Annapolis **at our current offices located next to the beautiful grounds of the U.S. Naval Academy. In 2023, the staff of the Alumni Association & Foundation moved into the new **_Fluegel Alumni Center_**, which was built on the banks of College Creek overlooking the Naval Academy and downtown Annapolis.

**ABOUT THE UNITED STATES NAVAL ACADEMY (USNA) ALUMNI ASSOCIATION & FOUNDATION**

The United States Naval Academy Alumni Association and the United States Naval Academy Foundation are two independent, not-for-profit corporations sharing a single president and CEO and operating as a fully integrated organization in support of the Naval Academy and its mission. The organization's focus and core competencies are engagement and philanthropy in pursuit of complementary and closely aligned missions. We connect and support our alumni community and the U.S. Naval Academy so the Brigade and alumni community can lead and serve at their full potential for the good of the nation.

**Our important mission requires that we hire and retain the best of the best**. In order to do that, we offer competitive pay, generous benefits, opportunities for career development, and a positive work experience.

The position is part of a passionate and energetic team, all of whom are driven to advance our mission as well as their own professional _and_ personal growth. The team works closely together to think strategically, address opportunities and challenges, as well as search for ways to improve both team and individual performance. This position reports to the _Director, Planned Giving_ and works closely with the Assistant Director, Planned Giving; the Vice President, Development; the Regional Development Team; and with colleagues across the Enterprise. This position supports the Director, Planned Giving and Assistant Director, Planned Giving.

**Major Duties and Responsibilities**
- ** General Office Support**: Assist with administrative responsibilities for the Office of Planned Giving including, but not limited to, expense reports, travel logistics, scheduling, budget, invoices, ordering supplies, and other administrative functions to maintain planned giving office efficiency. Maintain database and hard files for planned giving prospects and donors.
- **Estate Administration**: Document, track, and expedite settlement of estate gifts. Act as intermediary with executors, trustees and government offices, banks, brokers, insurance companies and others as needed to secure realized estate gifts.
- ** Gift Administration**: Accurately prepare all documentation of life income gifts using PGM Anywhere software for distribution to the Gift Administration and Treasury teams, and the Foundation's bank.
- **Professional Development**: Commit to continuous education about planned giving and general development through industry publications, webinars, and planned giving trainings as mutually determined with the planned giving team.

**Qualifications**
- General knowledge of planned giving or related fields, including but not limited to estate planning, tax planning, financial advising, and other vehicles used for philanthropic giving
- Approaches each day with **grit** and **optimism**, works with **enthusiasm**, thinks with **intellect** and acts with **honesty** and **humility**:

- ** Exceptional **organization and written communications skills
- ** Dedication to providing outstanding customer service to both internal colleagues and external partners**:

- Dedication to growth and professional development with an openness to coaching and mentoring
- ** 3 to 5 years administrative experience**, preferably with experience in a legal or non-profit environment
- Highly capable in Microsoft Office products, such as Word and Excel
- Aptitude for complex fundraising or sales database systems, preferably experience in Blackbaud CRM or similar systems.

The USNA Alumni Association is an Equal Opportunity Employer.

Veterans encouraged to apply.

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