Scholarships and Gift Planning Coordinator

Function of Position:
Responsible for all facets to manage and award annually-funded and endowed scholarships, process and maintain Heritage Society records and expectancies including charitable gift annuities and other deferred-gift commitments, and provide support for Development staff. Works closely with Financial Aid and Senior Gift Planner regarding scholarship awarding and planned giving administration. Reports to the Associate Director-Institutional Advancement, Prospect Management & Research. Incumbent works with students, team members, college employees, donors, and/or guests of the college, treating all with respect.
 
Principal Duties and Responsibilities:
Scholarships (40%)

• Coordinate and execute an efficient, effective, and timely scholarship awarding process for annually-funded and endowed scholarships.   
• Administer and manage awarded scholarships, coordinating the process between Development, Business Office, and Financial Aid.
• Maintain records and reports related to awarding of annually-funded and endowed scholarships.
• Manage scholarship donor/contact database, scholarship donor agreements, and other information related to stewardship of scholarship donors.
• Coordinate arrangements for annual scholarship luncheon, in collaboration with Advancement Associate-Donor Relations; prepare invitations, programs, speakers, meal planning, RSVPs, name tags, table tents, donor-recipient photographs, etc.

• Maintain Heritage Society membership records, prepare and process associated spreadsheets, files, lists, correspondence, forms, and birthday cards.
• Process charitable gift annuities, trusts, and other planned gifts; use Crescendo software to create proposals; prepare agreements, information sheets, correspondence, and files.
• Manage annuity checks from donors; maintain annuity spreadsheet information; prepare and monitor annuity payment schedules; process information for annuitants; assist with mailing 1099R forms.
• Process records and track activity related to bequests, expectancies, and other deferred-gift instruments; administer estate-settlement and maintain correspondence and records.
• Coordinate stewardship activities with Senior Gift Planner and Director of Stewardship & Special Gifts, including planning and execution of Heritage Society luncheon and other events related to planned giving donors; prepare invitations, programs, RSVPs, name tags, table tents, etc.
• Provide support for other Heritage Society and planned-giving mailings or marketing activities.

• Process expense vouchers and credit card receipts for Senior Gift Planner, Major Gift Officers, and Vice President of Institutional Advancement.
• Administer general office support including letter generation, mailings, filing, scheduling meetings, ordering supplies, and answering phones.
• Perform other related duties as assigned.