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Administrative Assistant for Planned & Major Gifts

Advancement | Salem, VA | Full Time | Opened about 2 months ago

Job Description

Provides crucial support to the gift planning team by managing administrative tasks and ensuring smooth operations within the department by maintaining accurate donor records, coordinating communications, and assisting with various aspects of the planned giving process.

Key Responsibilities:

  • Assist with coordination of Planned Gifts program functions and implementation of appropriate events, including the annual Society of 1842 luncheon and bi-annual Planned Giving Advisory Board meetings.
  • Perform general office function for the AVP of Advancement and Director of Planned Giving such as scheduling appointments, preparation of correspondence and completing expense reports.
  • Process new planned gifts and completed planning gifts after securing all necessary documentation. This process involves knowledge of PG CALC, Colleague Planned Giving module entry, and working closely with the gift recorder, the Business Office and third-party vendors.
  • Coordinate with the Director of Gift Planning the maintenance of insurance premiums and also work with third party vendors to insure timely donor life income gift payments.
  • Preparation of life income gift (Charitable Gift Annuities & Trust) calculations and fund agreements as requested by the Director of Gift Planning and other fundraisers.
  • Production of monthly planned gift reports and targeted reports.
  • Work with the Business Office annually to provide actuarial calculations on annuities and trusts, insurance policies and other documentation requested by the college auditors.
  • Oversee the management of Advancement Central Files and OnBase scanning process.
  • Train and supervise student assistant to provide support for the Central Files scanning, importing and filing procedures.
  • Develops a working knowledge of key data marts necessary to provide usable lists for research, fundraising initiatives, and communications.
  • Assists others with departmental/divisional events and attends functions.
  • Perform other duties as assigned.

Education, Experience, Skills, and Abilities:

  • Bachelor’s degree or equivalent work experience required
  • Strong written and oral communication skills
  • Proficiency in using donor databases and CRM systems.
  • Strong attention to detail and ability to handle sensitive and confidential information.
  • Knowledge of fundraising principles and planned giving concepts is a plus.
  • Excellent organizational and time management skills.
  • Ability to attend and support department functions which may be in the evening or on weekends.
  • Ability to effectively use Microsoft Office and a computer
  • Ability to drive a vehicle

About Roanoke College

Roanoke College is a place where every student who works hard has the opportunity to succeed. We champion potential, providing essential learning and leadership through innovative academic programs and transformative educational experiences, giving students the mettle, mindset, and empathy to pursue lives of purpose, build meaningful careers, and meet society’s most pressing needs. Located in scenic Salem, Virginia, Roanoke College is an intimate, welcoming community that has served the local region and beyond for nearly 200 years. Now, we’re building on momentum and offering a Roanoke experience for today’s students and a legacy that belongs to every Maroon.

Roanoke College is a nationally ranked residential liberal arts college affiliated with the Lutheran Church (ELCA), located in the beautiful Roanoke Valley of Virginia. A Phi Beta Kappa institution, Roanoke College is an equal opportunity employer and actively seeks diversity among its faculty, staff, and students; women and members of under-represented groups are especially encouraged to apply.