Planned Giving Specialist
Current- Planned Giving Specialist (February 2017- Present) Administrative Assistant to the Director of Planned Giving (June 2013 - February 2017) Support Director of Planned Giving. June 2013, moved all open bequests & trust.
- Follow up w/attorneys & estate execs re: estate status & confirmation that paperwork has been received.
- Respond to & track donor inquiries on how to include Guiding Eyes in a Will or Trust.
- Responsible for writing puppy program updates for Pathfinder Society active members. Members receive updates on puppy in training until puppy graduates with client. Work w/Regional Managers, Puppy Raisers, & trainers.
- Planned & organized annual Lions Day event (150-200 attendees): catering, setup, registration, supervision of volunteers & the final accounting; Coordinated mtgs & projects w/other dept mgrs; Tracked $10M donor.
- Successfully oversaw implementation of new donor database system for organization; Train staff on system to ensure uniform data entry.