Specialist, Planned Giving
Job Title: Specialist, Planned Giving
Location: Chicago, IL
Work Hours: Full-time (based on a 37.5 hour work week)
Reports To: Director, Planned Giving
Who We Are:
The Alzheimer’s Association is the leading voluntary health organization in Alzheimer’s care, support and research. Our mission is to lead the way to end Alzheimer's and all other dementia - by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.
At the Alzheimer’s Association, our employees are at the core of all we do. Our network of more than 1,700 employees across the United States makes a difference each and every day for those impacted by Alzheimer’s and those at risk for the disease.
We warmly invite qualified applicants to consider this opportunity to make a life changing impact on the millions living with Alzheimer’s, their caregivers and those that may be diagnosed with the disease in the future. Read on to learn more about the role, then visit our website www.alz.org to find out more about who we are and why we've been recognized as a Best Place to Work the last eleven years in a row.
The Alzheimer’s Association is looking for a dynamic, experienced professional to provide administrative support to the national planned giving program. The ideal candidate will have exceptional computer skills and an ability to manage multiple priorities while meeting deadlines. The ideal candidate will also have strong customer service and analytic skills. This position carries out integral components of the program.
This position will be based at the Alzheimer's Association's Home Office in downtown Chicago, IL.
Essential functions and responsibilities include, but are not limited to:
- Supports administration of the Charitable Gift Annuity (CGA) program preparing all CGA deposits, contracts, and record keeping.
- Delivers the Founders Society recognition program benefits and coordinates Planned Giving (PG) stewardship program.
- Assists with program reporting, prospect research, and program data.
- Tracks leads from PG DM campaigns, assigns leads by established criteria, monitors and captures lead status, disseminates information as assigned.
- Assists in managing the PG toll-free line and PG email address to include handling calls, correspondence, elevating leads to PG fundraisers, tracking leads and results.
- Collects, handles or distributes PG PO Box contents and ensures annual renewal, ensuring BRE postage funds.
- Prepares and disseminates PG correspondence, donor proposals and impact reports as assigned.
- Coordinates PG key activities calendar and donor reporting calendar.
- Provides support to other areas of relationship development as assigned.
- Associate’s Degree required.
- 5 years of administrative/professional experience required.
- Bachelor’s Degree preferred.
- Prefer experience in a nonprofit/fundraising, financial or legal setting. Prefer experience in planned giving program.
Knowledge, Skills and Abilities:
- Exceptional computer skills including advanced skills in Microsoft Excel, Word and PowerPoint as well as CRM systems. Experience with Google Drive and Docs preferred.
- Excellent and diplomatic communicator in person, over the phone and in writing.
- Experience working with financial, legal and/or tax documents preferred
- Exceptional organizational skills with the ability to analyze data and prioritize multiple tasks.
- High integrity and professionalism, respectful of the confidential nature of work materials and information.
Employees working 24 hours/week or more are eligible for a comprehensive benefits package, including medical, dental, vision, flex accounts, short and long-term disability, life insurance, tuition reimbursement, generous PTO as well as an annual Cultural & Heritage Day and Volunteer Day of their choosing. They are also eligible for our gold standard 401(k) retirement plan.
Full time employees (37.5 hours/week), will enjoy all of the above plus an annual School Visitation Day an Elder Care Facility Day of their choosing, plus Caregiver Leave.
The Alzheimer’s Association is committed to diversity, equity and inclusion in the workplace and provides consideration for an employment relationship without regard to race, color, religion, sex, sexual orientation, gender expression, gender identity, genetic predisposition, national origin, ethnicity, disability, veteran status, or any other characteristic protected by federal, state or local law.