Forecast Planning Manager jobs in South Bend, IN

The University of Notre Dame (ND.jobs) is accepting applications for a Development Associate, Gift Planning.

Applications will be accepted until 9/5/2022.

Are you a curious individual who loves detail and wants to work with a highly collaborative team where your work will serve the University's mission and its benefactors? Do you enjoy tackling a broad range of responsibilities, strive for impeccable accuracy, and have a desire for innovative process improvement? As the Development Associate for the Gift Planning Strategic Operations team, you would play an integral role supporting the Assistant Program Director and the Senior Director of Gift Planning Strategic Operations as they administer the Charitable Remainder Trust (CRT), Charitable Gift Annuity (CGA,) and life insurance programs.
This growing team is seeking an Associate with a highly collaborative approach, strong integrity and professionalism, exceptional attention to detail, and next-level organizational skills. We welcome, embrace, and depend on those with diverse backgrounds and experiences whose talents elevate our work and foster an inclusive experience for everyone who cares for Notre Dame. If you are ready to help Notre Dame to be a Force for Good in the world by joining a team that plays a growing and essential role in supporting the University's top priorities, then we strongly encourage you to apply. To learn more, visit hr.nd.edu or Our Benefits Page.
Essential Duties and Responsibilities:

• Administration of Charitable Remainder Trust (CRT) and Charitable Gift Annuity (CGA) Programs including but not limited to:
  • Maintenance and auditing of reporting information
  • Work with Controller's Office in coordinating tax reporting to benefactors
  • Work with colleagues to prepare records and data for new and terminated CRTs and respond to donor inquires
  • Improve technical processes for CRT and CGA communications and reporting
  
  
  
  
• Administration of Life Insurance Program including but not limited to:
  • Maintain and track all existing and new life insurance policies owned by the University, create reports summarizing payments, and communicate with donors and insurance carriers regarding values and premiums
  • Complete necessary paperwork and communications regarding premium payments
• Management of Planned Giving Administration Systems including but not limited to:
  • Update distribution and benefactor information
  • Perform reviews of planned gift types within system and run reports and organize information for leadership review
  • Serve as technical expert for data management systems
• Assist with Realized Estate Gifts including but not limited to:
  • Review deceased benefactor information and provide updates regarding estate status
  • Update biographical information
  • Review and confirm all booked realized estate gifts
  • Process incoming mail, court documents, and trust statements
  • Further develop and document procedures and checklists for processing gifts
• Administrative, Procedural, and Technical Support including, but not limited to:
  • Support Gift Planning Strategic Operations with administrative needs and projects
  • Evaluate Gift Planning processes and proactively identify areas of improvement and functional gaps in existing processes
  • Improve file and records systems and procedures in Gift Planning
  • Update guides, checklists, and training efforts to build competency and solicit feedback for future enhancements
  
  

Minimum Qualifications:

• 3 years of professional experience preferably in financial, legal, fiduciary, or university development sector
• Ability to communicate clearly and professionally, verbally and in writing
• Experience tracking, organizing, maintaining, updating, and sharing data and key resources (digital and physical)
• Experience using Google Suite (Drive, Gmail, YAMM, Docs, Sheets, etc.), CRM applications and comfortable learning new software & technologies for the role
• Strong desire to be a part of the mission of the University

Preferred Qualifications:

• Formal education or certification in accounting, finance, legal studies, or business analytics and/or comparable training and experience in a professional environment
• Bachelors degree

ABOUT NOTRE DAME:
The University of Notre Dame, founded in 1842 by Rev. Edward F. Sorin, C.S.C., of the Congregation of Holy Cross, is an independent, national Catholic university located in Notre Dame, Ind. For the fifth consecutive year, the University of Notre Dame has received Honor Roll distinctions as one of the top 10 higher education workplaces in the country in the Chronicle of Higher Education's annual "Great Colleges to Work For" survey...and we are proud of it!

This appointment is contingent upon the successful completion of a background check. Applicants will be asked to identify all felony convictions and/or pending felony charges. Felony convictions do not automatically bar an individual from employment. Each case will be examined separately to determine the appropriateness of employment in the particular position. Failure to be forthcoming or dishonesty with respect to felony disclosures can result in the disqualification of a candidate. The full procedure can be viewed at https://facultyhandbook.nd.edu/?id=link-73597.

Equal Opportunity Employment StatementThe University of Notre Dame seeks to attract, develop, and retain the highest quality faculty, staff and administration. The University is an Equal Opportunity Employer, and is committed to building a culturally diverse workplace. We strongly encourage applications from female and minority candidates and those candidates attracted to a university with a Catholic identity. Moreover, Notre Dame prohibits discrimination against veterans or disabled qualified individuals, and requires affirmative action by covered contractors to employ and advance veterans and qualified individuals with disabilities in compliance with 41 CFR 60-741.5(a) and 41 CFR 60-300.5(a).

APPLICATION PROCESS:
Please apply online at http://ND.jobs to Job # S23165. For additional information about working at the University of Notre Dame and various benefits available to employees, please visit http://hr.nd.edu/why-nd. The University of Notre Dame supports the needs of dual career couples and has a Dual Career Assistance Program in place to assist relocating spouses and significant others with their job search.
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