Planned Giving and Foundations Operations Spe

Full Time

Other

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Quick Summary

Overview

The Senior Associate, Planned Giving and Foundations Operations will work closely with the National Director of Planned Giving and Foundations on the day-to-day operations, financial reporting,

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The Senior Associate, Planned Giving and Foundations Operations will work closely with the National Director of Planned Giving and Foundations on the day-to-day operations, financial reporting, donor relations, and continued development of FIDF's planned giving, endowment, and foundation programs.

Responsibilities will include endowment fund oversight, donor agreements, planned giving outreach, foundation and grant coordination, prospect management, and departmental reporting to the FIDF Finance Committee or other relevant committees or the FIDF Board.

The position will also help oversee the implementation of departmental strategic plans and priorities, monitor budgets, and work with regional development staff, Finance, and other FIDF departments.

Responsibilities

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Support the establishment, oversight, and growth of FIDF endowment funds and planned giving programs.
Prepare, review, and coordinate endowment agreements, amendments, and other planned giving arrangements.
Review donor agreements, fund provisions, restrictions, and distribution requirements.
Assist with the cultivation and stewardship of documented bequest donors, Legacy Society members, CGA donors, and other planned giving prospects.
Coordinate donor outreach, correspondence, financial updates, and stewardship activities with regional development staff.
Communicate with donors, family representatives, professional advisors, and internal staff regarding endowments, planned gifts, and charitable giving opportunities.
Help identify and develop new endowment and planned giving opportunities, including follow-up with donors who have expressed interest in making a legacy gift.

Maintain and oversee the planned giving and foundation prospect pipeline, including documented bequest intentions, hand-raisers, and foundation prospects.
Review prospect activity, giving histories, and donor relationships to identify and prioritize donors for cultivation, solicitation, stewardship, and follow-up.
Coordinate prospect assignments, outreach priorities, and follow-up activities with the National Director and regional development staff.
Track prospect activity and ensure timely follow-up with donors who have expressed interest in planned giving opportunities.
Prepare and maintain departmental dashboards, prospect pipeline reports, and management reports.
Maintain data integrity for planned giving, endowment, and foundation records, ensuring donor documentation, prospect stages, assignments, coding, and reporting are accurate and up to date within Raiser’s Edge NXT.

Coordinate endowment fund valuations, investment reporting, distribution calculations, and financial reconciliations with Finance.
Review financial statements, fund balances, investment activity, and available distributions.
Assist with stock transfers, charitable asset transactions, and other financial matters involving planned gifts, endowments, and foundation contributions.
Work with regional development staff to review endowment fund balances, available distributions, financial reporting, and donor restrictions.
Assist with departmental financial reporting, budgets, and projections.

Work with Finance and program staff to obtain budgets, financial information, and supporting documentation for foundation grant applications and reporting.
Track foundation proposal deadlines, grant commitments, reporting requirements, and follow-up.
Assist with foundation donor communications, grant reporting, and stewardship.

Oversee the departmental strategic planning process with the National Director, including the development and implementation of annual priorities and operating plans.
Track implementation of departmental priorities, budgets, and deadlines.
Assist in preparing and monitoring departmental budgets, financial projections, and fundraising goals.
Monitor departmental performance and progress toward planned giving, endowment, and foundation revenue goals.
Develop and maintain departmental procedures and processes.

Requirements

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Bachelor's degree or equivalent combination of education and relevant professional experience.
Experience in nonprofit development, planned giving, endowment administration, foundation relations, or related fundraising and financial operations.
Knowledge of charitable gift planning vehicles including bequests, beneficiary designations, charitable gift annuities, donor advised funds, IRA charitable gifts, retained life estate arrangements, endowments, and other planned giving strategies.
Strong financial and analytical skills, and the ability to explain endowment performance information clearly to colleagues and donors.
Experience with Raiser’s Edge NXT or similar CRM platforms, including data management, queries, reporting, dashboards, prospect tracking, imports/exports, data integrity, and user support
Strong database management and analytical skills with the ability to maintain complex prospect pipelines, endowment records, and planned gift documentation.