Job Details

Coordinator - Planned Giving
Go to our website »

Position Number: 5932607
Location: Orem, UT
Position Type: Business and Financial Management

Coordinator - Planned Giving

Salary: $41,122.00 - $51,402.00 Annually
Job Type: FT Nonexempt Salaried Staff
Job Number: FY2503719
Closing: 1/31/2025 11:59 PM Mountain
Location: 800 W University Parkway, Orem
Division: VP Institutional Advancement

Position Announcement

The Planned Giving team works with prospects, donors, and professional advisors to acquire and secure deferred gifts, trusts, bequests, annuities, and other types of planned gifts to fundraise for Utah Valley University's growing population of diverse students. This position plays a vital role in supporting the institution's planned giving fundraising efforts.

Under the supervision of the Director of Planned Giving, the Planned Giving Coordinator will manage key projects and collaborate with both key external and internal constituencies to ensure optimal and impactful engagement experiences for planned giving donors. This includes collaborating on donor appeals, organizing events and meetings, data management and processes, and supporting donor stewardship and connection efforts. Additionally, the coordinator will provide support to other Institutional Advancement staff working with Planned Giving donors and prospects.

This role offers the chance to grow professionally in a fast-paced, supportive environment while contributing to meaningful philanthropic success. If you have experience overseeing large projects using project management software, are organized, detail-oriented, skilled in spreadsheet and data manipulation, and thrive in a collaborative, mission-driven team, we encourage you to apply!

Summary of Responsibilities

Assist the Planned Giving team as the project manager and support and coordinate the development, execution, tracking and assessment of extensive fundraising initiatives, outreach efforts, and events focused on boosting donor participation and philanthropic revenue.
Responsible for coordinating a comprehensive calendar using project management software to manage project strategies, assignments and deadlines. Ensure the department website and marketing plan are up to date.
Maintain and update all Planned Giving files, gift relationships, and constituent records by coordinating with donors and financial professionals. Assist Director in opening and closing planned gifts, according to IRS regulations.
Perform other job-related duties as assigned.

Qualifications / Licenses / Certifications

Graduation from an accredited institution with a Bachelor's degree in Accounting, Finance, Financial Planning, Business, Communication, Public Relations, Marketing, or a related field, or Associate degree plus 2 years' experience in a related field.

Preferred Qualifications
Graduation from an accredited institution with a Bachelor's degree in Accounting, Finance, Financial Planning, Business, Communication, Public Relations, Marketing, or a related field plus two years of experience in fundraising, financial planning, banking, accounting, data research, paralegal, or legal secretary.

Knowledge / Skills / Abilities

Knowledge

Knowledge and expertise in use of English grammar, punctuation, and syntax for both written and oral communications and ability to learn subject-specific terminology for use in crafting development communications.
Knowledge of business practices, correspondence, and report generation.
Knowledge of best practices for organizing, managing, and tracking tasks.
Evidence of experience with institutional advancement, nonprofit, or higher education focus, or professional level business with administrative, customer service, client management, and retention practices.
Knowledge of fundraising procedures, techniques, and best practices, as well as legal, compliance, and ethical constraints.
Knowledge of and ability to conduct sophisticated research, analyze information, problem-solve, plan strategically, and make recommendations.

Skills

Innovative, strategic thinker with the ability to successfully manage multiple projects, meet deadlines, and produce high-level results in a fast-paced environment with a strong work ethic, robust attention to detail, superb organizational skills and analytical abilities.
Extensive experience with Microsoft Excel, or equivalent, including data manipulation, mid-range formulas, and pivot tables, Word, Outlook, and Teams.
Proficient in project management software, such as ClickUp, Asana, Monday, etc.
Experience with project mapping tools, such as lucid chart.
Demonstrated competency with a comprehensive and contemporary donor database system such as Blackbaud Raisers Edge preferred.

Abilities

Ability to deal with sensitive information in a discrete and confidential manner.
Ability to work independently, problem solve, take initiative, set priorities and handle multiple projects efficiently and effectively. Takes responsibility and initiative to set and meet goals, objectives and obligations while representing the mission, visions and values of the organization.
Strong interpersonal and customer service skills. Poised, professional manner with the ability to express oneself clearly and empathetically in interactions with others in all forms of communication, verbal and written, one-on-one and group, etc. Ability to communicate in a direct and professional manner that engages dialogue in a manner that enhances collaboration.

EEO Statement:

UVU employment decisions are made on the basis of an applicant's qualifications and ability to perform the job without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age (40 and over), disability, veteran status, pregnancy, childbirth, or pregnancy-related conditions, genetic information, or other bases protected by applicable federal, state, or local law.

To apply, please visit https://www.schooljobs.com/careers/uvu/jobs/4792446/coordinator-planned-giving

jeid-505581e479115e4bbfc9e67dfcbf8eec