Event Management (45%) Includes partnering with our planned giving officers, coordinate with schools, colleges, campuses, and units (SCCU) gift officers and colleagues across OUD teams to foster collaboration and facilitate successful completion of our Planned Giving (PG) team projects and events, Some examples include: Coordination of the John Monteith Legacy Society (JMLS) recognition event and Estate Planning Workshop events.
Stewardship Liaison (10%) Includes serving as the PG liaison to the OUD Stewardship Office, being their main contact, and coordinating stewardship efforts to ensure best practices, consistent donor communications, and recognition plans.
Planned Giving Marketing Management (30%) Be the primary contact for the Office of Planned Giving with the University's marketing vendor and the OUD Marketing and Communications team; manage our Planned Giving marketing program through collaboration with all partners to see end-to-end completion of a variety of tasks that support marketing and donor engagement efforts.
Collaboration and Administration (15%) Includes collaborating with our Planned Gift Services team on life income gift processing, annual and semi-annual donor report distribution, and other special projects during peak volume times.
**For the full and detailed job description, please click here.