Details
10/04/2019
DIVISION MANAGER OF GIFT MANAGEMENT
Ohio Living Foundation
DIVISION MANAGER OF GIFT MANAGEMENT
The Division Manager of Gift Management administers and oversees the Foundation's day-to-day gift management activities from gift receipt through gift acknowledgement to support the fundraising efforts for the organization's life plan communities and home health and hospice programs, services, and projects.
Essential Activities and Tasks
Gift Administration
- Oversees day-to-day gift administration from gift receipt through acknowledgement.
- Provides general supervision for gift processing acknowledgement and reporting.
- Ensures the fiduciary agent sets up the annuitants account for all charitable gift annuities.
- Ensures fiduciary banks' distribution of monthly, quarterly, and annual annuity payments.
- Prepares all charitable gift annuity contracts and supporting documentation, then coordinating the execution of the contract.
- Ensures accuracy of charitable payroll deductions for staff members.
Operations Management
- Prepares month-end financial reports and adjustments.
- Coordinates with corporate Finance Department monthly to reconcile financials with Gift and Data Management reports.
- Provides reimbursement grant information for the filing of Form 990.
- Monitors Summary of Funds quarterly and makes changes ensuring corporate Finance Department agrees with gift documentation.
- Acts in place of the Division Director of Foundation Finance and Administration, if unavailable, in all day-to-day operational issues pertaining to the gift and data management.
Compliance Management
- Oversees compliance of charitable donations, including vehicles and real estate.
- Communicates with the Finance Department, donors, and financial institutions as necessary to ensure compliance.
- Monitors gift administration policies and procedures for adherence to new guidelines given by IRS and/or auditors.
- Ensures the fiduciary banks distribute IRS forms required for charitable gift annuities.
- Ensures proper restriction documentation for all gifts.
- Works with the corporate Finance Department to ensure the Foundation complies with all IRS guidelines and auditing standards.
- Adheres to federal, state, and local government laws and regulations that govern overall fundraising programs and gift management.
Relationship Management
- Develops relationships with banks, trust officers, and others and communicates regularly with them to improve procedures, facilitate gift administration, and provide reporting.
- Serve as an information source that works with primarily the Finance Department to identify and implement solutions that will support improvements of gift revenue growth and investment performance, including the Foundation Real Estate Team and the Foundation Board Investment Committee.
- Communicates with matching gift companies to ensure intended match of donor's gift is received.
Qualifications
Education
- Bachelor's degree in a related field required.
Experience
- Five years experience in a position of financial stewardship required.
- Knowledge of financial and audit accounting procedures and IRS regulations required.
- Knowledge of estate and probate court processes preferred.
- Ability to read and interpret legal documents such as trusts, wills, contracts, and federal and state regulations preferred.
- Capacity to comprehend complex dataset structure and coding.
- Knowledge of philanthropic fundraising methods and ideals preferred.
- Proficiency with Windows, Microsoft Office (Word, Excel, PowerPoint), and the internet required.
- Proficiency with Raiser's Edge or other fundraising system software required.
- Proficiency with Crystal Reports required.
To learn more about this exciting opportunity and to apply, go to www.ohioliving.org/careers.
Ohio Living is among the country's leading comprehensive resources on aging well. Our Ohio-based services range from a variety of housing options in one of our life plan communities through the full continuum of care to post-acute home health and hospice support for adults, wherever they live. Ohio Living Foundation raises several million dollars annually to support charity care, special programs, capital expansion and endowment. Most importantly, we're a company that:
- chooses to operate as a faith-based, not-for-profit organization
- makes its mission the heart of our organization
- has a reputation for consistently exceeding the needs and expectations of those we serve
- provides an engaging, team-oriented workplace dedicated to career, family and faith
- commits to recognizing our employees for a job well done
We're looking for people who:
- have a passion for helping people, solving problems and contributing to a positive work environment
- are excited about bringing their personal standards and ideals to work each day
- understand that HOW you do your job is just as important as WHAT you do in your job
Why work at Ohio Living?
Depending on an employee's status, they may benefit from:
- competitive wages
- affordable medical, dental, and vision insurance
- 403b retirement savings
- paid time off including your birthday
- training, continuing education, and education assistance
- the latest technology
- unlimited career opportunities
- and much more!
Who is Ohio Living?
Headquartered in Columbus, Ohio Living is one of the nation's largest not-for-profit, multi-site senior living organizations. Since its founding in 1922, Ohio Living has defined the highest standards of quality of life for adults through its 13 life plan communities and Ohio Living Home Health & Hospice.
Our mission is to provide adults with caring and quality services toward the enhancement of physical, mental and spiritual well-being consistent with the Christian Gospel.
Our Values: Care * Integrity * Customer Service Innovation * Financial Stewardship * Leadership