Job Details


Requisition Number 17-0032
Post Date 5/26/2017
Title Gift Processing Specialist
Organization LCMS Foundation
Job Grade 16
City St. Louis
State MO
FT/PT Full Time
Description

Organization Profile

  • Linking Christians with Giving Opportunities®

Reporting Relationships

  • Reports to the Sr. Trust Administrator

Essential Job Functions

  • Provides support to the Trust Services Department, including Trust Administration and Gift Review and Design. Primarily responsible for opening new accounts for all custodial clients, and direct and managed gifts including: depositing checks and processing stock sales, assigning account numbers based on the type of gift, assigning and opening new interested parties. Responsible for reconciling principal cash settlement, preparing free receipts, depositing checks, preparing check requests, preparing disbursement letters, disbursing checks, and maintaining the gift log database and the managed gift database. Responsible for completing tax receipt letters for trust and gift annuity agreements including: Crescendo calculations, tax identification numbers, and special clauses and agreements for specific states (gift annuities). Organizes workflow, establishes priorities, opens mail, communicates requirements and answers questions from co-workers regarding procedures. Responds to questions from gift planners, donors, and congregations related to gift processing or directs them to the proper person. Ensures timely processing of gifts. Provides back-up support for the Senior Gift Processing Supervisor, bequest processing, insurance account processing, charitable gift instruments from templates. Complies with revisions to responsibilities as needed to fulfill the Foundation’s mission.
  • Relates to customers including individual donors and income recipients, Synod department heads, staff of LCMS districts, colleges and seminaries, congregations, legal and financial professionals, and Foundation staff.

 

Requirements

Education and Experience

  • High School Diploma or equivalent; minimum of five years progressively responsible clerical experience in a trust department or related regulatory institution desired.

Knowledge, Skills and Abilities

  • Typing skill of 70 wpm; an understanding of the Foundation and the various types of trusts and agreements; ability to read and understand complex documents; an eye for detail and accuracy; ability to initiate, plan, manage and prioritize work to achieve defined objectives; discretion and judgment in confidential matters; a knowledge of Microsoft Office; an understanding of the LCMS ministries.
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