Gift & Estate Planning Coordinator - Philanthropy & Alumni Engagement
Job ID: 283253
Location: Augusta University
Full/Part Time: Full Time
Regular/Temporary:
*

About Us
Augusta University is Georgia's innovation center for education and health care, training the next generation of innovators, leaders, and healthcare providers in classrooms and clinics on four campuses in Augusta and locations across the state. More than 10,500 students choose Augusta for educational opportunities at the center of Georgia's cybersecurity hub and experiential learning that blends arts and application, humanities, and the health sciences. Augusta is home to Georgia's only public academic health center, where groundbreaking research is creating a healthier, more prosperous Georgia, and world-class clinicians are bringing the medicine of tomorrow to patient care today. Our mission and values https://www.augusta.edu/about/mission.php make Augusta University an institution like no other.
Augusta University's distinct characteristics in education and research include real-world experiences and community engagement, as well as a culture of building community, corporate and government partnerships that address health, security, economic and societal concerns locally and across the state.
The University System of Georgia https://www.usg.edu/hr/orientation/welcome_to_the_board_of_regents_university_system_office is comprised of our 26 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found online at https://www.usg.edu/policymanual/section8/C224/#p8.2.18_personnel_conduct.
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found online at https://www.usg.edu/policymanual/section6/C2653.
Location
Augusta University
Our Health Sciences Campus: 1120 15th Street, Augusta, GA 30912
Our Summerville Campus: 2500 Walton Way, Augusta, GA 30904
Job Summary
The Gift & Estate Planning Coordinator Position reports directly to the AVP for Gift & Estate Planning and is responsible for creating, maintaining and executing a robust communications plan in support of Gift & Estate Planning. This includes collaborating with internal and external partners on our communications pieces and working closely with the AVP for Gift & Estate Planning to build and grow a Legacy Advisor Network. This position will also be responsible for developing, maintaining and executing a strategic stewardship plan for our Harrison Society members, those individuals who have documented a planned gift to benefit Augusta University. In addition to these essential duties this position will play a key role in the development of training materials for our fundraising colleagues and act as a trusted partner to provide key information on gift & estate planning to both internal and external constituents. Excellent communications skills and exceptional experience in developing communications on multiple platforms is essential to this role.
Responsibilities
The duties include, but are not limited to:
GIFT & ESTATE PLANNING COMMUNICATIONS SUPPORT: Develop and maintain a roster of professional advisors ( CPAs, Estate Planning Attorneys, Financial Advisors, Insurance Brokers & Bankers) and prepare regular and consistent communications across multiple platforms with these individuals about Augusta University to build & grow a Legacy Advisor Network. This position will also work closely with our external communications partner, the Stelter Company, to ensure that our donor stories and deliverables are accurate, approved and ready for publication. These communications will be developed in collaboration with our Director of Communications to follow all processes and guidelines and include existing stories sourced from across campus. Works closely with the AVP for Gift & Estate Planning in cultivating and stewarding the professional advisor network, an essential referral group for planned gifts, and provides excellent customer service on behalf of our university to these individuals. Expectation is to be a member of the Augusta Area Estate Planning Council and participate in the Georgia Planned Giving Council in Atlanta.
HARRISON SOCIETY COORDINATOR: Develop and execute a comprehensive stewardship plan for all Harrison Society members to ensure each member experiences general and personalized engagement and deeper connections with Augusta University; promotes strategic, donor focused stewardship by ensuring compelling correspondence, and strategic touchpoints for Harrison Society members and their families are executed in collaboration with other Alumni Relations, Annual & Major Giving and Donor Engagement & Stewardship areas. Examples include ensuring that Harrison Society members are included on strategic invitations to university-wide and donor specific events, and Harrison Society specific recognitions are created and executed (Valentines Day recognition for on-campus Harrison Society members, etc)
TRAINING, WEBINAR AND PRESENTATION SUPPORT: Develop power point presentations, training materials and scheduling support for the AVP of Gift & Estate Planning. Must have strong skills in creating engaging presentation materials and communications. Supports gift officers in need of gift planning brochures - both print & electronic, and gift planning documentation materials as well as providing confirmation of planned gift processing.
AVP SUPPORT AND GENERAL PLANNED GIVING SUPPORT: Maintain accurate lists and reporting documents for planned giving in collaboration with IDS and Prospect Management & Research. Ensure effective and efficient operations for planned giving and suggest solutions to streamline processes and effective communications internally. Assists with confidential donor correspondence and serves as a back-up for the administrative assistant II.
OTHER: Perform special projects and other related duties as assigned.
Required Qualifications
Bachelor's degree from an accredited college or university in business, communication, professional writing, journalism, political science or a related field is required with a minimum of three years of demonstrated experience in professional writing, database management, donor engagement, fundraising, or financial planning.
Preferred Qualifications
Previous professional experience in higher education, academic settings, or nonprofit organizations.
A strong background in professional writing, correspondence on multiple platforms including crafting polished and impactful communications and presentations.
Demonstrated success in developing detailed and precise professional communications using data across multiple
platforms.
Knowledge, Skills, & Abilities
ABILITIES
- Ability to multi-task, think creatively and handle a heavy workload.
- Ability to work independently to solve problems, handle confidential information, and navigate sensitive situations.
- Requires adaptability, good judgement and initiative
- A high energy level, integrity and sincerity
- Ability to maintain confidentiality
KNOWLEDGE
- Highly developed computer skills to include Word, Excel, PowerPoint and constituent related software
SKILLS
- Excellent oral, written, and grammatical communications skills
- Excellent interpersonal, organizational skills, attention to detail, analytical abilities
- Strong organizational and time management skills
Shift/Salary/Benefits
Shift: Days; Monday - Friday (Work outside of normal business hours may be required)
Salary Range: $45,400/annually - $56,700/annually
Pay Band: B8
Salary to be commensurate with qualifications of the selected candidate within the established range (generally minimum-midpoint) of the position
Recruitment Period: 3/21/25 - Until Filled
Augusta University offers a variety of benefits to full-time benefits-eligible employees and some of our half-time (or more) employees.
Benefits that may be elected could include health insurance, dental insurance, life insurance, Teachers Retirement System (or Optional Retirement Plan), as well as earned vacation time, sick leave, and 13 paid holidays.
Also, our full-time employees who have been employed with us successfully for more than 6 months can be considered for the Tuition Assistance Program. Consider applying with us today!
Conditions of Employment
All selected candidates are required to successfully pass a Background Check review prior to starting with Augusta University.
If applicable for the specific position based on the duties: the candidate will also need to have a credit check completed for Positions of Trust and or approved departmental Purchase Card usage.
Motor vehicle reports are required for positions that are required to drive an Augusta University vehicle.
For Faculty Hires: Final candidates will be required to provide proof of completed academic degree(s) as well as post-secondary coursework in the form of original transcript(s). Those candidates trained by a foreign institution will also be required to provide an educational/credential evaluation.
All employees are responsible for ensuring the confidentiality, availability, and integrity of sensitive [patient, student, employee, financial, business, etc.] information by exercising sound judgment and adhering to cybersecurity and privacy policies during their employment and beyond.
Other Information
This position is also responsible for promoting a customer-friendly environment and providing superior service to our patients, students, faculty, and employees. "Augusta University is a patient-and family-centered care institution, where employees partner every day with patients and families for success."
Augusta University is a tobacco-free environment, and the use of any tobacco products on any part of the campus, both inside and outside, is strictly prohibited.
Equal Employment Opportunity
Augusta University is proud to be an equal opportunity employer, welcoming applicants from underrepresented groups, including individuals with disabilities and veterans.
How To Apply
Consider applying with us today!
Search for Job ID:
https://www.augusta.edu/hr/jobs/
Select University Faculty & Staff > External Applicants if you are a candidate from outside the university
Select University Faculty & Staff > Internal Applicants if you are a current university employee
If you need further assistance, please contact us at 706-721-9365
To apply, visit https://careers.hprod.onehcm.usg.edu/psp/careers/CAREERS/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&FOCUS=Applicant&SiteId=12000&JobOpeningId=283253&PostingSeq=1
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