Gift Planning Support Coordinator - Estate & Gift Planning; Development

Gift Planning Support Coordinator - Estate & Gift Planning (Development)

Work Location:

Madison, WI - National Office

Schedule:

Part time

This position advances Inter Varsity’s mission through project management, administrative, and targeted marketing support for the Estate & Gift Planned Team. This role is involved with key operations, including new and matured bequest gift administration, planned gift donor stewardship, lead generation marketing strategies and Legacy Fund processes. Responsibilities include supporting programs to cultivate and steward prospective and existing donors with a focus on securing deferred gifts and asset-based contributions aligned with Inter Varsity’s national and regional priorities.
** MAJOR RESPONSIBILITIES
**** Personal
* ** Be a maturing disciple of Jesus Christ: growing in love for God, God's Word, God's people of every ethnicity and culture, and God's purposes in the world
* Cultivate an abundance mentality based in the love of God
* Commit to lifelong learning by valuing the discipleship of the mind and staying updated on fundraising principles and best practices
* Develop familiarity with current topics and concerns within church denominations that may influence Inter Varsity’s ministry partners
* Stay informed about Inter Varsity’s work on college campuses, including updates from Collegiate Ministries and Graduate and Faculty Ministries
** Contribute to the Effectiveness of Inter Varsity’s Estate and Gift Planning (EGP) Team**
* ** Ministry Partner Relationships**  + Manage incoming calls and emails for the EGP Team.  + Cultivate ministry partner relationships through calls, emails, and handwritten notes to encourage giving and recognition.  + Assist with the development and execution of communication and stewardship plans for Inter Varsity’s Legacy Fellowship, enhancing ministry partner relationships through personal cards, newsletters, fulfillment materials, welcome packets, Thanksgiving cards, and donor gifts.
* ** Donor and Data Management**  + Maintain accurate donor records by updating Inter Varsity’s CRM system (currently Salesforce) as needed.  + Oversee scanning, uploading, and filing of gift planning paperwork.  + Ensure donor engagement strategies align with organizational goals and standards.  + Track and log EGP newsletter campaigns and responses.  + Track and log donor survey campaigns and responses.
* ** Estate Gift Administration**  + Oversee the estate gift process, including tracking progress, coordinating follow-ups, and collaborating with accounting, finance, and gift processing teams.  + Coordinate and track information on potential and maturing estate gifts by liaising with representatives, executors, attorneys, IRA custodians, and trust officers to ensure timely closure.
* ** Marketing Strategies**  + Collaborate with the EGP Team on mass planned giving activities (e.g., newsletters, e-newsletters, website) to generate leads and bequest notifications, ensuring deadlines are met.  + Manage and update Inter Varsity’s Gift Planning website, ensuring content aligns with marketing strategies in partnership with the EGP marketing vendor.  + Track and analyze EGP marketing efforts, i.e., EGP newsletter and survey results.  

+ Create, edit, and format documents, including letters, brochures, and other materials as needed.
* ** Manage Legacy Fund Processes and Communication**  + Oversee the lifecycle of Inter Varsity Legacy Funds—from inception and growth to distribution and stewardship—ensuring donor intent alignment and legal compliance.  + Support the creation and administration of legacy (endowed and quasi-endowed) funds by coordinating with internal stakeholders.  + Notify staff owners of available annual distributions and track distribution timelines to ensure timely use.  

+ Request stewardship stories to support donor engagement and reporting.  + Assist in crafting and distributing donor acknowledgments, fund impact updates, and planned giving reports. Ensure accurate and timely communication that aligns with ministry values and donor expectations.  + Maintain accurate records related to planned and legacy gifts in the donor database. Generate…