Senior Specialist Planned Gifts/Life Income Gifts
New York, NY
Development – Gift Planning
Full Time - Non-Union
Planned Parenthood Federation of America (PPFA) is the national umbrella organization for the nation’s leading network of women’s health care providers, educators, and advocates, serving women, men, teens and families. Planned Parenthood Action Fund is the advocacy and political arm of PPFA. For over 100 years, Planned Parenthood has done more than any other organization in the United States to improve women’s health and safety, prevent unintended pregnancies, and advance the right and ability of individuals and families to make informed and responsible health care decisions.
PPFA seeks a Senior Specialist-Planned Gifts, reporting to the Director of Gift Planning in the Development division. The Gift Planning team expands philanthropic revenue for Planned Parenthood by working with donors on estate planning, life income gifts, and special ways of giving—including IRAs, and endowments. Planned Gifts include giving instruments that provide payments for life to donors and produce gift remainders that benefit Planned Parenthood. Working with the Director and Associate Director, the Senior Specialist administers PPFA’s charitable gift annuities, charitable remainder trusts, and a pooled income fund programs. The Senior Specialist-Planned Gifts will work independently toward shared department goals on all aspects of life income gifts.
DUTIES AND RESPONSIBILITIES
- Create contracts and enter donor information and gift data precisely to produce a gift calculation sheet, a cover letter, and additional enclosures. Uploading information to the life income gift database. Using PG Calc software, Planned Giving Manager and GiftWrap, and our donor database, Salesforce.
- Coordinate externally with our financial partner, State Street Global Advisors, to allocate funds within accounts correctly and internally processing the gifts.
- Maintain accurate records of participant and payment information, especially when annuitants and beneficiaries change contact information or bank accounts, payment issues arise, or participants become difficult to reach. Research, track, and update appropriate groups and systems. Collaborate with our gift planning officers, participating affiliates, and our financial partner. Exhibit professionalism and patience with all internal and external parties.
- Write condolences, obtaining death certificates, and providing tax information to the estate contacts. Apply communication skills thoughtfully especially when interacting with the family members and estate representatives for these activities.
- Reconcile and align data on life income gifts internally between gift and donor databases, as well as financial gift reports, using GiftWrap, Salesforce, and other internal reports and tracking.
- Issue financial reports to affiliates timed to their fiscal years for accounting purposes. Maintain the contacts for the team site, running and uploading reports; and providing access to affiliate staff to ensure the privacy controls of data.
- Track and close “matured” gifts when the annuitants or beneficiaries have died. Distributing remaining funds whether for PPFA, restricted, or affiliates. Correspond with affiliates and ensure that they receive the remaining funds as quickly as possible.
- Serve as liaison with the external vendor, PG Calc, to manage a small program for CGAs issued by affiliates. Manage gift data and ensuring timely payments and tax forms to annuitants.
- Produce the Pooled Income Fund (PIF) Annual Report on the fund’s financial performance for the year and mailing to PIF participants.
- This factor is about the interaction both internally and externally needed to deliver a service, seek collaboration and build effective partnerships.
- Required to attend weekly supervisory meetings and monthly departmental meetings. Expected to build knowledge via educational programs related to Gift Planning, including webinars, external programs, and self-study.
- Other duties as assigned.
REQUIREMENTS / TECHNICAL EXPERTISE
- B.A./B.S. degree and planned giving experience required
- Database, spreadsheet, and word processing experience and capacity to master software applications required. Experience with Salesforce, Google, and MS products helpful.
- Ability to learn the legal and tax aspects of charitable giving. Extreme attention to detail, a facility with numbers and data, excellent verbal and writing skills.
- This position is based in the NY office of PPFA. It is not eligible for telecommuting. Occasional extra hours may be requested at calendar year end based on gift volume.
PPFA participates in the E-Verify program. We are an equal employment opportunity employer and are committed to maintaining a non-discriminatory work environment, does not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other characteristic protected by applicable law. We're committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation.