Mindy Lorenz Email & Phone Number

Columbia, Mo, Us

Provide exceptional higher office support for the Principal Gifts Manager and team, including communications with donors, correspondence, telephone support and travel arrangements. Maintain unit’s financial reporting, review and budget justifications, coordinate special events, and perform other duties as assigned. • Manage Process for Principal Gift Strategy Sessions, maintain the principal gift lists and processes to track, and assist with management of football & basketball suite processes.• Travel Support: Coordinate Travel arrangements, prepare expense reports, maintain master travel calendar, schedule and coordinate meetings and conferences for the Regional Staff. • Administrative Support: Prepare correspondence on behalf of the Development Officers, maintain records in Advance system, and prepare reports and documents using a variety of software applications, coordinate with external and internal University vendors. Pilot Travel Itinerary processes. • Public Support: Handle incoming calls, greet internal and external University visitors and donors, plan and coordinate special events as needed. Lead stock transfer liaison to the Treasurer’s office. Keep track of all Marketing responses that come in and update Advance to reflect this• Finances: Prepare and process travel expense reports, internal order forms, prepare monthly procurement card receipt/usage log, reconcile department expenses in PeopleSoft, Prepare year-end summary reports for annual plan, provide budget information as needed and contact reports. • Event Planning- Order name tags, book venues/rooms, order food, prepare agendas, parking passes and prepare PowerPoint presentations

Provide essential office support for several full-time traveling Development Directors and Officers for Gift Planning and Regional Advancement.• Travel Support: Coordinate Travel arrangements, prepare expense reports, maintain master travel calendar, schedule and coordinate meetings and conference • Administrative support: Prepare correspondence on behalf of the Development Officers, maintain records in Advance system, and prepare reports and documents using a variety of software applications, coordinate with external and internal University vendors. Pilot Travel Itinerary processes.• Finances: Prepare and process travel expense reports, internal order forms, prepare monthly procurement card receipt/usage log, reconcile department expenses in PeopleSoft, prepare year-end summary reports for annual plan, provide budget information as needed and contact reports.• Event Planning: Order name tags, book venues/rooms, order food, prepare agendas, parking passes and prepare PowerPoint presentations

• Handle the daily deposit, CRR, Run and Phone /Receipts• Handle all requests and information for Mizzou Licenses Plates • Scan and Link documents to correct donors• Major gift recording that includes preparation of source documents• Set up new codes and Advance Tables according to Advance guidelines• Major gift recording that includes preparation of source documents• Participate in most major Advance corrections and adjustments• Set up new codes and Advance Tables according to Advance guidelines• Assist in training of new employees• Maintaining biographical information on alumni/donor database• Assisting supervisor with daily development reportsyear-end summary reports for annual plan, provide budget information as needed and contact reports.• Event Planning: Order name tags, book venues/rooms, order food, prepare agendas, parking passes and prepare PowerPoint presentations

• Oversee daily activities of five file clerks and assign projects.• Train and monitor new office support staff regarding their various duties• Order, maintain, and inventory office supplies and equipment.• Arrange pre-trial preparation• Multi-task daily duties with special projects as requested by attorneys, paralegals, and secretaries.• Index, file and scan all files into the data base• Securing/handling sensitive materials.• Update files daily after indexing them• Modify and improve filing systems. • Perform periodic inspections of materials or files • Scan or read incoming materials • Organize, summarize, compile, and prepare case files and trial documents for legal presentation • Training new employees