Planned Giving and Donor Records Coordinator - University Advancement

APU seeks employees who desire to contribute to our thriving culture by cultivating community through professional interactions demonstrating a posture of lifelong learning and modeling Christlike character. Working together employees at APU commit to establishing a university atmosphere that is edifying to God and one another.

The Planned Giving Coordinator / Donor Records Coordinator is responsible for assisting in the coordination of details of the universitys planned giving program and maintaining accurate donor records and ensuring the integrity of donor data. The role requires strong attention to detail excellent communication skills and a passion for advancing Azusa Pacific Universitys mission.

Required Education

• Bachelors degree or equivalent experience.

Required Experience

• One to three years of experience in donor relations marketing or nonprofit fundraising.

Primary Duties/Essential Functions

Planned Giving Coordination

• • Work with the Executive Assistant and Executive Director of Major and Planned Gifts to help execute a comprehensive plan of Planned Giving Marketing touchpoints including newsletters mailings and email solicitations.
  • Respond to planned giving inquiries.
  • Track metric of responses to planned giving engagement
  • Work with legal and financial professionals to ensure proper documentation and compliance.
  • Track planned giving commitments and ensure proper documentation and followup.
  • Prepare reporting for senior leadership.
  • Provide welcome materials for new Cornerstone members.
  • Work with Annual giving on stewardship materials for Cornerstone members.
  • Assist with details for estate planning and donor events.

Donor Records Coordination

• • Contribute to the accuracy and maintenance of the universitys donor database.
  • Ensure that donor records are complete up to date and in compliance with applicable policies.
  • Collaborate with other departments to ensure that donor information is accurately captured and recorded.
  • Process gifts and pledges in the donor database ensuring proper recognition and acknowledgment.
  • Maintain confidentiality and security of donor information in accordance with university policies.

Skills

• Strong understanding of donor recordkeeping and database management.
• Experience with fundraising software (such as Raisers Edge Salesforce or similar).
• Knowledge of estate planning and planned giving vehicles (bequests trusts etc..
• Strong written and verbal communication skills.
• Exceptional organizational skills and attention to detail.
• Ability to work both independently and as part of a team.
• Strong ethical standards and respect for confidentiality.
• Strong customer service skills and the ability to have compassion and patience with an aging population.

Preferred Skills

• Experience with CRM and database management systems.
• Familiarity with nonprofit fundraising regulations and best practices.
• Experience working in higher education or with faithbased organizations.
• Knowledge of estate planning and planned giving vehicles (bequests trusts etc. is a plus.

Mental Demands

• Sound judgment priority setting and decisionmaking abilities.
• Serviceoriented ability to interface with many people.
• Highly motivated and able to work independently.
• In agreement with the purpose and goals of Azusa Pacific University in providing a Christianbased higher education for its students.

Physical Demands

• Intermittent sitting standing and walking.
• Repetitive wrist and finger motions relating to the use of the computer.
• Talking and hearing demands in person and on the telephone.
• Ability to conduct business at other offices on campus.
• Ability to lift pull grasp reach and bend.
• Ability to lift up to 20 lbs. occasionally.

Visual Demands

• Reading writing notes and computer monitor.

Environment

• Office setting with a focus on teamwork and crossdepartment collaboration.
• Some evening or weekend work may be required for events or deadlines.

Technologies

• Proficient in Google Apps Zoom Canva Mailchimp and social media.

Compensation

• Grade 8: $21.44 to $24.66 is the hourly compensation for this role and reflects what Azusa Pacific University reasonably expects to pay for this position. Actual compensation may vary based on the qualifications experience and internal equity. In addition to compensation APU offers a competitive benefits package.

Azusa Pacific University is a Christcentered multicultural community that values and seeks faculty and staff who are committed to diversity work effectively with diverse populations and engage others in ways that honor our rich cultural mosaic and biblical foundation. Please click the links to learn more aboutwhat we believe our mission statement and our statement of faith.

You can learn more about APU by watching the stories of faculty staff and alumni as they carry out our mission here: Pacific University will conduct a background check on all final candidates.

Review of applications will begin immediately and the position will remain open until filled unless otherwise stated. Azusa Pacific University does not discriminate on the basis of race color national origin sex age disability or status as a veteran in any of its policies practices or procedures. Women and minorities are encouraged to apply.