Human Resources

Title: Office Coordinator/Planned Giving
Classification: C3
Department: University Development

Job Summary:
Coordinates a variety of duties for the Planned Giving area which discretion and/or judgment concerning the procedures to use or policies to follow is required.

Primary Duties and Global Responsibilities:

  • Responsible for the coordination/completion and the quality of clerical work for the Planned Giving area which includes word processing, tape transcription, photocopying, expense report accounting, correspondence, processing mail, and maintaining office filing system.
  • Coordination of the calendar for the Director of Planned Giving which may include travel reservations/accommodations, meetings and conference room arrangements as requested.
  • Responsible for creating, maintaining and updating files and record keeping systems; paper and/or computerized Planned Giving director.
  • Coordinates Planned Giving mailings to alumni, parents and friends that contains sensitive information and requires timely handling.
  • Disseminates information that may require explanation and interpretation of departmental policies and procedures i.e. donors, faculty, staff, community members, alumni.
  • Coordinates and provides production of Planned Giving newsletter as well as the distribution and tracking of the response pieces for the newsletter.
  • Compiles and logically formats statistical data and reports.
  • Generates reports, memorandums, correspondence, presentation materials, spreadsheets and graphics, and other similar materials using computer systems.
  • Acts as a liaison between department supervisor and department staff and/or campus and donor community.
  • Coordinates Planned Giving seminars and secures volunteers needed to assist with preparation and delivery of Development seminars, events and programs.
  • Assists in the management and reconciliation of the budget for the Planned Giving area.
  • Assists in the establishment of policies and procedures for the Planned Giving department.
  • Share in clerical/administrative support for the Development Department including answering telephones and taking accurate messages for members of the department as needed.
  • Maintains confidentiality of donor information.
  • Other related duties as assigned.

Minimum Required Qualifications:

  • High school graduate.
  • Minimum of three years of related experience and/or relevant training (preferably in a financial services or funding raising environment).
  • Demonstrated experience to successfully work under pressure and meet deadlines.
  • Demonstrated experience to successfully maintain positive interpersonal relationships.
  • Demonstrated experience to successfully operate office equipment.
  • Demonstrated experience to successfully provide quality service.
  • Demonstrated experience to successfully maintain satisfactory work performance and attendance records.
  • Possess strong verbal and written communication skills.
  • Type 50 wpm accurately; spelling competency (minimum 80% accuracy).
  • Demonstrated experience to successfully use a variety of computer software applications and an ability to learn Crescendo (specialized planned giving software).
  • Demonstrated experience to successfully work independently, organize own work and coordinate work activities of others.
  • Excellent grammar and proofreading skills.
  • Possess strong mathematical aptitude and accuracy in working with numbers.

Desired Qualifications:

  • Some college course work.
  • Higher education experience.
  • Supervisory experience.

Supervision Received:
Receives supervision and work assignment from the Director of Planned Giving, but is generally expected to work independently. Other staff members in the unit may provide work direction as needed.

Supervision Exercised:
Hire, train, supervise, schedule and coordinate the work of student employees in the Planned Giving area. May act as a lead worker to other COT staff members, temps and volunteers within the Planned Giving area of the department

Revised Date: September 1997 For questions regarding employment, email Human Resources Employment Information. TDD Callers: Call Michigan Relay Center 1-800-649-3777.