Gift Annuity & Administrative Coordinator

Location:

North Wilkesboro, NC, United States

At Samaritan's Purse, the Gospel is the center of all we do! We start each day with a time of devotions and prayer for each other, our staff, and volunteers who serve around the world. As a faith-driven organization, our Statement of Faith shapes every aspect of our global work.

Please take time to review the following link as you consider working with us: https://(Use the "Apply for this Job" box below)./

We are seeking a Gift Annuity & Administrative Coordinator to join our Donor Ministries team in North Wilkesboro, NC
. Through humanitarian work, the goal and purpose of Samaritan's Purse are to help people in Jesus' name and share the Gospel of Jesus Christ.

In the role of Gift Annuity & Administrative Coordinator
, you will have the opportunity to:

• Maintain a personal, active relationship with Jesus Christ and is a consistent witness for Jesus Christ
• Maintains a working knowledge of Samaritan's Purse projects, activities, ministry procedures and best practices. Directs this knowledge into the support of the Legacy Team and administration of legacy gifts.
• Ensure compliance of annual Gift Annuity State Registration by preparing state's report, obtaining signatures, and submitting information per each state's regulations and timeline.
• Manage the Flexible Deferred Gift Annuity (FDGA) process by recording and maintaining FDGA spreadsheet per partner's contract, sorting spreadsheet's data monthly to produce proper mail merge of FDGA letters, tracking / recording FDGA Election letter replies in Inn Keeper, and communicating the required action to Cornerstone for Gift Wrap database.
• Coordinate the Charitable Gift Annuity (CGA) process, including mails/emails CGA illustrations, creates or updates electronic and physical annuity files as needed, coordinates with Mail and Data Processing (MADP), Finance, Cornerstone, and Legacy Planners to track incoming gift annuity funds, applications, and payment information to meet the proper CGA timeline, obtains availability for Vice President's signature on annuity contracts, mails signed contract/packet to partner, ensures donor's Inn Keeper and Gift Wrap record is coded correctly, contains proper communication (email or phone notes) and has pertinent documents attached while monitoring for return documentation from partner while staying current on CGA rules and regulations through team training and webinars.
• Serves as the point person for all incoming Legacy mail and email, including distributing or responding to a staff member or partner, recording activity in tracking spreadsheets and update donor's database records.
• Other duties as assigned

As a qualified candidate, you will have the following skills and experience:

• Ability to have poised, alert, hospitable presence, and a servant-hearted demeanor
• Exceptional customer service skills
• Strong knowledge of computer skills, to include:
  Outlook, Word, Excel, SharePoint, Avaya CMS, Inn Keeper, and other related office support software or equipment
• Knowledgeable of Cornerstone's Gift Wrap database for annuitant information
• Ability to take initiative to ensure job duties are completed timely and accurately
• General knowledge of planned giving tools such as wills, trusts, gift annuities, etc.
• Ability to respond to a changing work environment with changing priorities
• Effective communication and interpersonal skills including written and verbal communication skills
• Strong team player with a high degree of flexibility
• Compassion and professionalism

Samaritan's Purse is proud to offer a competitive benefits package, including:

• On-site Medical Clinic (staff and dependents)
• Medical, prescription, dental & vision insurance
• Flexible Spending Account (FSA)
• Long-term and Short-term disability insurance
• Paid Family Medical Leave
• Term Life Insurance
• 401(k) retirement savings plan
• 10 paid holidays
• 12 vacation/personal days
• 10 sick days
• 12 vacation/personal days
• 10 sick days
• When at IHQ, on-site Medical Clinic (staff and dependents)

Type:
Full Time

Department:
Donor Ministries Representative

Location:

North Wilkesboro, NC

Shift: 8:00 am- 4:30 pm