The Nature Conservancy
Gift Planning Administrative Assistant
November 2015 — Present
• Distributes and assigns donor mail, sends out correspondence on behalf of gift planners.
• Enters gifts, including bequests, charitable gift annuities and trusts, into donor database for fundraiser follow up.
• Manages intranet site for gift planning team and gave technical assistance.
• Analyzes workloads of gift planners to provide data to director.
• Fields phone calls concerning yearly tax document (K-1 and 1099-R).
• Project manged departmental retreat.
• Plans team celebrations.