Monitor estates being probated for distribution to The Foundation, serve as a liaison with executors & legal counsel of these estates, prepare letters of acknowledgement to Executors verifying receipt of bequests.Serve as a liaison with insurance companies & financial institutions to obtain insurance & annuity proceeds & retirement plan distributions bequeathed to MCF. Prepare & notarize required paperwork.Prepare customized proposals for MCF donors, outlining the benefits of charitable gift annuities, review proposals with prospective donors & respond to their questions.Prepare gift annuity contracts & disclosure forms. Meet with donors to review the accuracy & content of these prepared annuity documents.Plan & organize donor recognition & cultivational events, including educational seminars, dedication ceremonies & prospective donor receptions, including registration, refreshments, logistics, entertainment, & tracking attendance. Coordinate periodic cultivational mailings, routine correspondence, & year-end tax letters to donors.Track monthly donations and work collaboratively with Financial Services. Cultivate and solicit donors for annual appeal, planned gifts and gift naming opportunities

Generated cover letters for annuity and trust paymentsPrepared proposals, contracts and correspondence for donors Ran reports, queries and analyses for both Planned Giving and Development Departments Entered sponsorship, in kind and cash donations and attendees for special events

Maintained cultivation calendar for staff, assisted with scheduling appointments and donor visits Tracked and reconciled the budget expenses of Administration, Planned Giving and DevelopmentCreated and updated queries for targeted mailings Assisted with event organization, registration and support

Processed gifts for various appeals, generated acknowledgment lettersEntered and/or updated donors in databasePrepared packets for committee meetings, reserved meeting space, arranged for refreshments, compiled minutes Handled incoming mail, greeted guests and directed visitors to appropriate staff

Assisted outside sales representative with identifying new customersPrepared customized quotes, entered and processed ordersWorked collaboratively with engineers and procurement officers in product selection

Assisted outside sales representative with identifying new customersPrepared customized quotes, entered and processed ordersReconciled monthly inventory reports Assisted with trade show promotions and mailings