Gift Planning Associate

WHAT YOU'LL DO
Reporting to the Deputy Director of Gift Planning, the Gift Planning Associate will support the overall operations of the gift planning program and represents the ACLU when working directly with donors and/or their families, attorneys, and advisors to administer both active and matured bequest and life income gifts.

YOUR DAY TO DAY
Support the overall operations of the gift planning program and represent the ACLU when working directly with donors and/or their families, attorneys, and advisors to administer both active and matured bequest and life income gifts.  
Manage the documentation, receipt, and disbursements of estate and life income gifts by coordinating with internal departments and external financial institutions; use your knowledge of planned gifts to problem-solve complex transactions. 
Represent the ACLU in managing donors’ and their representatives’ expectations regarding bequest inquiries, gift proposals and agreements, disbursements, and probate documentation. 
Demonstrate a high degree of independent decision-making to ensure matured gifts are administered in accordance with organizational revenue sharing policies. 
Responsible for assisting gift officers with day-to-day management of donor portfolios and stewardship activities by entering and maintaining the flow of tasks, producing correspondence, or other materials, necessary to maintain and deepen donor relationships.   
Ensure the seamless administration of gift planning marketing and estate-related functions, including being the first point of contact for donors and their representatives, prioritizing a high volume of email and mail, independently assessing circumstances and determining the best course of follow-up. 
Responsible for the data accuracy and maintenance of planned giving records, evaluating needs and developing solutions using hygiene and management reports.    
Use knowledge of a variety of software applications and databases to create proposals and gift plans, track regulatory compliance, and produce activity reports. 
At the discretion of planned giving management, other projects and duties will be assigned as necessary to maintain the highest level of gift planning standards. 
FUTURE ACLU'ERS WILL
Be committed to advancing the mission of the ACLU
Center and embed the principles of equity, inclusion and belonging in their work by demonstrating commitment to diversity with an approach that respects and values multiple perspectives
Be committed to work collaboratively and respectfully toward resolving obstacles and conflicts

WHAT YOU'LL BRING
Self-starter adept at planning, prioritizing, organizing, and follow-through, including the ability to manage multiple priorities and meet deadlines effectively
Work collaboratively, share assigned resources and information and serve as a point of reference for other staff to meet goals/deadlines within the expected time frame 
Demonstrate the enthusiasm, skills, and proactive attitude required for this position
Proactively approach assigned as well as unassigned tasks and projects 
Consistently see work through to completion 
Identify potential roadblocks early and implement strategic alternatives to keep complex projects on track
Ability to speak and write effectively to convey clarity, specificity, and exactness, being mindful of the intended audience 
Strong proofreading and editing skills 
Exercises strong judgment in information sharing, ensuring strategic and impactful communication to the appropriate stakeholders
Excellent interpersonal skills and the ability to represent the organization to donors as well as interface with all levels of staff at the national office, the affiliates and volunteers while maintaining tact, diplomacy and confidentiality 
Proficient in Microsoft Office, i.e. Word, Excel, Power Point, Outlook and Internet usage

PREFERRED QUALIFICATIONS
Knowledge of, or desire to learn about, the gift planning field
Familiarity with fundraising databases
Experience working at complex, fast-paced national or international nonprofits.