Job description
Equal Opportunity and Nondiscrimination Statement
In addition to its commitment to a harassment-free educational and working environment, the College is an equal employment opportunity employer. The College is committed to a policy of equal employment opportunities for all applicants and employees and complies with all applicable state and federal laws on the matter. The College does not unlawfully discriminate on the basis of race, color, religion, sex (including gender, pregnancy, childbirth, or related medical conditions), gender identity, gender expression, national origin, ancestry, age, physical disability, mental disability, medical condition or medical leave, marital status, sexual orientation, or any other category protected by law. The College also prohibits the harassment of any employee on any of these bases.
Location:
Claremont, CA
Job Posting Title:
Planned Giving Specialist
Job Details and Requirement:
APPROXIMATE PAY RANGE:
$25.00 - $31.00 PER HOUR
BASIC FUNCTION:
Working with the entire staff of the Office of Planned Giving, the Planned Giving Specialist will perform a variety of analytical, clerical, office management, and donor relation tasks to accomplish the securing, accounting, and administration of life income agreements and bequest gifts. Will be the primary point of contact for donor and prospect calls. Will assist in the management of donor and prospects relations and files pertinent to planned gifts. Duties and responsibilities are varied and often confidential in nature. Technical knowledge of planned giving, the organization, its policies, procedures, systems and personnel are preferred.
DESCRIPTION OF DUTIES AND RESPONSIBILITIES
ESSENTIAL FUNCTIONS:
- Assists in the management of donor relations and prospect relations pertaining to life income and trusts. Collect, compile, and review information relating to files. Maintain vigilance over gifts as they are received to ensure donated assets are sold and reinvested in a timely basis.
- Will prepare correspondence for the Senior Director of Planned Giving and Assistant Director of Planned Giving.
- Prepare non-routine correspondence, respond to inquiries, concerns and requests for information from donors and prospects.
- Review and prepare periodic special reports for the development office, trustee investment committee, donors, and beneficiaries, or their financial representative. Maintain follow up to the Business Office.
- Work closely with the real estate office at CUC to ensure deeds are transferred, title searches are completed, and gift transaction appropriate concluded.
- May be a point of contact with attorneys concerning life income and planned giving prospects and proposals.
- Will prepare proposals, including personal information (age, value of property, number of children, etc.), develop and prepare the calculations for cost analysis, and prepare final proposal for signature of Director of Planned Giving.
- Will work with public relations/advertising consultants concerning marketing and advertising.
- Determines procedures for own work, coordinates with employees and/or supervisors of other departments, and may assign work to part-time clerical employees or student interns in a non-supervisory capacity.
- Will assist in organizing and managing planned giving training workshops or public seminars including site locations and arrangements, mailings, registrations, and follow up. Ensure accurate collection of monies and payment of invoices.
- Perform other essential duties and tasks specific to the position.
QUALIFICATION STANDARDS
EDUCATION: High school diploma, plus any combination of education, training and/or work experience equivalent to college or business school is required. Bachelor’s degree is preferred.
EXPERIENCE: A minimum of 5 to 7 years of increasing responsibility in related work experience is required.
REPORTS TO: Senior Director of Planned Giving
REQUIRED KNOWLEDGE, SKILLS, and ABILITIES: Individual must possess knowledge, skills, and ability to be able to successfully perform the essential functions of the position, or be able to explain or demonstrate how the essential functions will be performed, with or without reasonable accommodation, using some other combination of knowledge skills and abilities.
Ability to interpret government statutes and regulations and legal documents to determine the proper accounting and administrative procedures for various annuity, life income and trust agreements. Ability to write, organize work, knowledge of mathematical functions, and ability to communicate effectively with donors and prospects.
Must be willing to acquire familiarity with various terminologies, i.e., legal, real estate, income tax, gift tax, and accounting terms.
CLASSIFICATION AND STATUS:
This is a non-exempt position.
This is a regular full-time position.
This is a benefits-eligible position.
ADA/OSHA: This job description defines the essential or fundamental job duties of this position. It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others. It may also include marginal functions, generally defined within Title 1 of the Americans with Disabilities Act (ADA) and the Occupational Safety and Health Administration (OSHA).
DISCLAIMER:
This job description has been designed to indicate the general nature and level of work performed by employees within this
classification.
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position.
When duties and responsibilities change and develop, the College will review this job description and make changes of business necessity.
Claremont McKenna College hires and promotes individuals on the basis of their qualifications, consistent with applicable state and federal laws, without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, breastfeeding or related medical condition, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, genetic characteristic or information, military and veteran status, or any other characteristic protected by state or federal law. Inquiries may be directed to the Director for Human Resources, 528 N. Mills Avenue, Claremont, California 91711-4015, (909) 621-8490. All applicants must complete and submit an online application to be considered for an open position.
Employment is contingent upon new employee providing documents verifying U.S. citizenship or, for aliens, documents verifying legal permission to work in the United States, applicant's acceptability for positions requiring use of a college vehicle is contingent upon a driving record acceptable to the College's automobile liability insurance. Promotion from within is encouraged whenever qualified employees of Claremont McKenna College are available. Interested employees of the College are urged to contact the Office of Human Resources if qualified for any open position. Please do not contact departments directly.
Employment is contingent upon new employee providing documents verifying U.S. citizenship or, for aliens, documents verifying legal permission to work in the United States, applicant's acceptability for positions requiring use of a college vehicle is contingent upon a driving record acceptable to the College's automobile liability insurance. Promotion from within is encouraged whenever qualified employees of Claremont McKenna College are available. Interested employees of the College are urged to contact the Office of Human Resources if qualified for any open position. Please do not contact departments directly.
Disability Accommodations
In compliance with applicable laws ensuring equal opportunities to qualified individuals with a disability, CMC will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual (applicant or employee) with a disability if the disability affects the performance of essential job functions, unless the accommodation results in an undue hardship for the College. Employment decisions are based on the merit and not an individual’s disability.
An applicant or employee who requires an accommodation should contact the immediate supervisor and the Human Resources Office. If multiple accommodations are identified that do not pose an undue hardship for the College, the selection of an accommodation will be at CMC’s discretion. To request disability accommodation for any part of the application or hiring process, please contact Human Resources at (909) 621-8490 or
hr@cmc.edu
for assistance.
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