Job Details

Administrative Assistant, Planned Giving

Company name

Organization Type

In-House

Job Type

Legal Staff

Years of Experience

Min 3 yrs required

Location

New York City, NY

Date Last Verified

Jul 21,2017

Posted on

Oct 24,2016
Practice Area
Trusts and Estates >> Trusts and Estates
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Administrative Assistant, Planned Giving Duties: will coordinate the logistical details for company's National Planned Giving and Bequest program of company's Development Department. Planned Giving is an important source of fundraising income for the long-term support of company's mission. Does all this while adhering to company's core values: Respect, Teamwork, Integrity, Excellence, and Accountability. Providing excellent administrative support to the Director of Planned Giving. General office duties include answering the phone, processing documents, organizing and maintaining electronic and hard paper files, inputting data into donor database, and formatting letters, gift proposals and agreements for donors and estate planners. On behalf of the Director of Planned Giving, coordinating committee meetings, internal staff meetings, seminars/events, outside meetings and telephone briefings. Coordinating a calendar of marketing initiatives and production schedules for distribution of Planned Giving promotional materials. Supporting Director in tracking company's Regional Office’s planned giving prospects and donors, including maintaining planned giving prospect pipeline and updating listings of members of company's visionaries, the planned giving donor recognition society. Supporting Director in maintaining schedule of estates/trusts for bequest expectancies. Training for proficiency with Raiser’s Edge donor database. Attending Planned Giving Committee meetings and related Investment Subcommittee meetings, and taking minutes for these meetings. Attending and staffing select Development evening events as requested. Assisting Development staff with administrative functions as needed. Attending Development Department staff meetings.

Qualification and Experience

Qualification Requirements: A Bachelor’s degree and/or paralegal certificate preferred. The candidate should have 3+ years of experience as an Administrative Assistant or Legal Secretary. Prior experience working for a not for profit organization, a plus. Experience with Raiser’s Edge is a plus. Interest in the mission of company is a plus. The ideal candidate should have well-developed organizational and time management skills. Proficiency in Word, Outlook, Excel and PowerPoint. Very detailed-oriented with ability to follow through on projects. Ability to work effectively in a fast paced and challenging work environment.

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