The Coordinator provides administrative support for the areas of Planned Giving, Major Giving and Institutional Giving within the division of Advancement. The position reports to the Director of Gift Planning and to the Associate Director of Corporate, Foundation and Government Relations (CFGR).
The Coordinator is an integral member of the Advancement Department staff, performing the following administrative tasks:
Planned Giving Administrator. Requiring approximately 50% of the incumbent’s time, providing administrative office support to the Director of Gift Planning, including but not limited to the following tasks:
- Executes the day-to-day operations of the Planned Giving Program
- Provides administrative support for the Planned Giving Advocates group
- Responds to requests for planned giving information and records appropriately in Raiser’s Edge and PG Calc Planned Giving Manager
- Processes and facilitates all planned gift documentation for donors and financial institutions in coordination with the Ursinus College Business Office and the policies of the Advancement Department
- Prepares PG Calc reports in preparation for the Director’s work with donors requesting planned gift illustrations and strategies
- Updates and maintains accurate electronic and paper donor files for all planned giving donors
- Schedules meetings with internal and external constituents
Support for Corporate and Foundation Giving. Requiring approximately 30% of work time, providing the following support to the Associate Director of CFGR:
- Research past, present and up-and-coming funding opportunities; communicate potential opportunities to appropriate parties.
- Assist with grants development, submission, and reporting where appropriate, including editing for grammar and readability, agreement with RFP guidelines submission requirements.
- Ensure internal college policies regarding proposals and reports involving college’s business office, Dean’s office and advancement are adopted and adhered to, by securing internal paperwork and assurances (i.e. conflict of interest).
- Maintain electronic records of grant activity and prepare reports on grant seeking and awards for college department and annual reports.
- Assist with aspects of publicizing grant activity (i.e. communications). Work with the Associate Director and college departments with hosting conferences, campus workshops, grant-related training sessions, webinars, and other related activities.
Major Gifts Support. Requiring approximately 20% of the incumbent’s time, providing the following administrative support to the major gifts staff:
- Assists Major Gift Officers with administrative tasks as requested by officers.
- Provides administrative support to the overall department as needed for full team projects.
- Reconciles credit cards for Major and Planned Gifts team.
Requirements and Qualifications
- Excellent interpersonal and organization skills with a focus on attention to details
- Familiarity with Microsoft Office products and Raiser’s Edge
- Ability to work independently as well as within a team
- Good judgment and creativity
- Planned giving administrative support experience helpful
- Ability to think critically, strategically, and creatively about assigned tasks and analyze information in order to streamline processes and facilitate a smoother flow of work within the Department.
- Communication and Contact: The employee communicates effectively both verbally and in writing with superiors, colleagues, and individuals inside and outside the College
- Interpersonal Skills: The employee maintains confidentiality, remains open to others’ ideas and exhibits willingness to try new things.
- Planning/Organizing: The employee prioritizes and plans work activities, uses time efficiently and develops realistic action plans.
- Quality control: The employee demonstrates accuracy and thoroughness, and monitors own work to ensure quality.
- Relationships with Others: The employee works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the College. The employee exhibits a professional manner in dealing with others and works, to maintain constructive working relationships.
- Ability to sit for long periods at personal computer performing related functions.
- Availability and flexibility to travel as needed.
- Ability to work evenings and/or weekends as necessary.
- Works collaboratively with colleagues and team members in the Advancement office and throughout the College. Participates in Advancement Office meetings and other key College staff meetings.
- Provides support to office leadership, as needed, for priority projects. Serves to help educate faculty and staff about the Advancement office and its mission and goals.
- Possesses knowledge and experience with computer programs that support the Advancement Department including Microsoft Office programs, Raiser’s Edge, PG Calc Planned Giving Manager and PG Calc Bequest Manager.
The above statements are intended to describe the general nature and level of work being performed by the individual(s) assigned to this position. They are not intended to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Job responsibilities and activities may be modified or changed at any time with or without notice. Job descriptions will be audited periodically by the Ursinus Human Resources department to ensure they are up-to-date and reflect the essential responsibilities and duties of the job.
Interested candidates should apply here. Once you create an applicant account, you will be prompted to upload your cover letter, resume, and a list with contact information for three references to the applicant database.
Ursinus is an AA/EO employer. Ursinus College does not discriminate on grounds of race, color, national origin, gender, sexual orientation, gender identity or expression, religion, age, creed, ancestry, veteran status, marital status, disability, or other classification protected by applicable law in the administration of any of its educational programs or activities or with respect to employment.