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Swarthmore College - Gift Planning Administrator Resume Example

Anna Gonzales
XXX XXXXX XXXXX, West Deptford, NJ 08051
Ph: XXXXX XXXXXXXX
XXXXXXXXXXXXXXXXXXXXXX
Summary

Seasoned Gift Administrator with more than 19 years of experience in Gift Planning. Excellent technical and professional skills. Track record of achieving exceptional results in closing planned gifts and realizing bequests.

Skills
  • Experience in Donor Relations and Stewardship
  • Functional Knowledge of Microsoft Office, Banner and Argos Databases and PgCalc, Crescendo Planned Giving software
  • 19 years experience administering planned gifts
  • Financial competency to produce Annual Finance Reports and gift calculations
  • Time Management and organizational skills
  • Complex Problem Solving skills
  • Demonstrated Writing Ability
Experience
Gift Planning Administrator Dec 2013Present Swarthmore College
  • Support Director of Gift Planning
  •  Estate Documentation and Bequest Management; working with attorneys and executors to close estates
  •  Administration of Planned Gifts including charitable gift annuities, Charitable Remainder Trusts: Unitrusts, Annuity Trusts and Lead Trusts funded with a variety of assets
  •  Coordination of Compliance with State Charitable Solicitation Regulation and State Insurance Department Filings.
  • Preparing and compiling financial information for the Annual Planned Giving Report.
  • Assist in direct and email Marketing.
  • Create or update donor databases.
  • Write and send letters of thanks to donors.
  • Explain the tax advantages of contributions to potential donors.
  • Identify and build relationships with potential donors.
Senior Associate - Gift Administrator Jul 1995Dec 2013 Hemmenway & Reinhardt, Inc
  • the administration of Planned Gifts such as Pooled Income Fund, Charitable Remainder Trust and Charitable Gift Annuities.
  • Interaction with Planned Giving Officers at numerous Non-Profits providing support and advice
  • Preparing and filing State Insurance Department Reports according to each states compliance statutes
  • Preparing and filing tax returns for Trusts and Pooled Income Funds.
  • Production and mailing 1099R Forms and Schedule K-1 Forms to beneficiaries of Planned Gifts
  • Coordinating investment information with custodian fiduciary institutions
Banking Officer Jan 1988Jun 1995 PNC Bank Swarthmore, PA
  • Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
  • Handle customer complaints and take appropriate action to resolve them.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Submit applications to credit analysts for verification and recommendation.
  • Interview, hire, and train new employees.
Education
30 credits - 3.41 GPA : Finance May 1998 Temple University
BA : Liberal Arts Business Jan 1995 Neumann University
Chemistry Jan 1978 Mount Holyoke College
Affiliations
Partnership for Philanthropic Planning Conferences: 2014 - attended: American Council of Gift Annuity Conference, Committee Member for Planned Giving Day for PPPGP Middlebury Planned Giving Conference
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Resume Details

This is a real resume for a Gift Planning Administrator in West Deptford, New Jersey with experience working for such companies as Swarthmore College, Hemmenway & Reinhardt, Inc. This is one of the hundreds of Gift Planning Administrator resumes available on our site for free. Use these resumes as templates to get help creating the best Gift Planning Administrator resume.

Previous Companies:

  • Swarthmore College
  • Hemmenway & Reinhardt
  • Inc

Previous Job Positions:

  • Gift Planning Administrator
  • Senior Associate Gift Administrator
  • Banking Officer

Schools:

  • Temple University
  • Neumann University
  • Mount Holyoke College

Level of Education:

  • 30 credits - 3.41 GPA
  • BA

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