Career Corner

We provide this Career page as an affordable service to the planned giving community. Members and non-members are welcome to participate. Chesapeake Planned Giving members can post a career notice free of charge. The fee to nonmembers is $99 per notice. Send your career notices to Info@ChesapeakePlannedGiving.org in an email or as an email attachment. An attachment should be an original file [IE: Microsoft Word]. A notice will remain online for 30-days, but can be renewed for an additional 30-days at the same rate.

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Finance Assistant - Baltimore Community Foundation

Posted on July 23, 2021
Baltimore, MD

Organization

Baltimore Community Foundation is a philanthropic foundation created by and for the people of Greater Baltimore, where many donors join together to make the region they love a better place, today and for future generations. Our mission is to inspire donors to achieve their charitable goals from generation to generation and to improve the quality of life in the Baltimore region through grantmaking, enlightened civic leadership and strategic investments. BCF’s vision is of a Baltimore that boasts a growing economy where all have the opportunity to thrive. Our action agenda organizes grants, initiatives and advocacy around this vision. The values that guide our work are trustworthiness, inclusion, and entrepreneurialism.

With assets over $225 million comprising over 850 charitable funds, BCF has granted over
$450 million since its inception in 1972 and is one of the Baltimore region’s top grantmaking foundations. BCF makes charitable contributions to support a wide range of issues affecting the Baltimore region, currently with a focus on investments in two interest areas: Neighborhoods and Education. BCF undergoes a vigorous accreditation every five years and is certified under the Council on Foundation’s National Standards for U.S. Community Foundations.

BCF operates from the knowledge that profound disparities in opportunity exist between people of color and their white counterparts; and we acknowledge the historic and ongoing role that structural racism plays in creating and perpetuating those disparities. That is why we are committed to reducing racial disparities, identifying and combating structural racism, and fostering more equity and inclusion through our grantmaking, initiatives, and advocacy.

Position

The Finance Assistant position is a full time, nonexempt, hourly position reporting directly to the Director of Finance. The Finance Assistant is responsible for routine accounting functions, administrative tasks and special projects related to BCF’s Finance and Administration department. The Finance Assistant is required to perform the responsibilities of the position accurately, in a timely manner and with strict confidentiality.  A basic knowledge of accounting, ability to conduct independent research, strong organizational skills, and the ability to communicate well with staff in all departments of the organization are essential to the success of the position.Reporting to the Director of Finance, the Finance Assistant is responsible for routine accounting functions, administrative tasks and special projects related to BCF’s Finance and Administration department. The Finance Assistant is required to perform the responsibilities of the position accurately, in a timely manner and with strict confidentiality.  A basic knowledge of accounting, ability to conduct independent research, strong organizational skills, and the ability to communicate well with staff in all departments of the organization are essential to the success of the position.

Responsibilities
  • Obtain W-9 records for new vendors, setup and maintain vendor records including
  • GL defaults and 1099 reporting as applicable
  • Obtain vendor and grantee ACH information, setup under dual control with either the Development and Donor Services or Community Investment departments.
  • Process accounts payable item entry including vendor invoices, check requests and expense reimbursements
  • Process ACH “check” entries to generate ACH upload file, send backup to Director
  • and VP for ACH import and approval, and maintain ACH batch records including approvals
  • Print checks and tag for 2nd signatures
  • Scan signed checks and file with electronic backup
  • Upload check file for positive pay to on-line treasury management
  • Record postage usage on a quarterly basis
  • Setup monthly credit card workbook for card holders to code transactions, collect backup for transactions
  • Provide back up for gifts and grants processing
  • Process incoming mail under dual control, log and scan checks
  • Distribution of paper mail, scan and file all investment statements
  • Process bank deposit using remote deposit weekly
  • Maintain corporate document and insurance policy folders
  • Maintain paper documents in accordance with policy, manage relationship with storage vendor for new files, retrieval, and destruction
  • Maintain document shredding process: pick-up and vendor management
  • Assist in the preparation for internal and external audits, filing of personal property and 990 tax returns
  • Provide administrative support for the Baltimore Women’s Giving Circle and technical support on BWGC’s membership management via MemberLeap
  • Process year-end 1099 forms and related 1096 information return
  • Provide mail support for quarterly fund statements, year-end donation statements
  • Provide administrative support to impact investing workgroup including pipeline, due diligence, document collection, scheduling meetings
  • Assist with scheduling meetings with staff, trustees, vendors, etc.
  • Prepare dockets for committee meetings- Audit, Budget & Finance, Impact
  • Investing, and Retirement Plan committees
  • Take minutes at Audit, Budget & Finance, and Impact Investing committee meetings
  • Assist Finance department with administrative tasks
  • Assist Director of Finance and VP of Finance & Administration with special projects as assigned.

Qualifications
  • Accounting 101, bookkeeping or 1-2 years equivalent work experience
  • Finance office, cashier, or bank teller/CSR experience desired
  • Experience with data entry required; accounting data entry preferred
  • Experience with minutes desired
  • Proficient in MS Office Excel, Word, Outlook
  • High level of Microsoft Excel skills - pivot tables, filtering, graphing, functions
  • Strong written and oral communication skills
  • Ability to work independently and focus on task completion
  • Ability to work effectively as a team member
  • Solid organizational skills - prioritize tasks, manage workload, communicate needs well before deadlines to allow for workload sharing and backup
  • Ability to work under weekly, monthly, and quarterly deadlines.
To Apply

The Baltimore Community Foundation is an equal opportunity employer and seeks a diverse pool of candidates in this search. We strive to be trustworthy, inclusive and entrepreneurial in all we do.

We offer a competitive compensation package including benefits such as health, vision and dental insurance, retirement contribution and match, tuition reimbursement, life insurance, disability insurance, charitable match, flexible
spending account, employee assistance program and more.

To apply, please submit a resume and cover letter by clicking here.

Director of Planned Giving - Maryland Public Television


Posted on July 6, 2021
Owings Mills, MD

About the Organization:

Maryland Public Television (MPT) is a multimedia network with a clear mission: to enrich lives and strengthen communities through the power of media. To fulfill that mission, MPT creates and distributes socially relevant, educational, and entertaining content on-air, online, and in-person to Maryland, the Mid-Atlantic region, and the nation. Throughout our history, MPT has been a trusted public servant and community convener on the air, online, and in-person. With more than 50 years of service to communities throughout the state, we have earned our reputation of excellence and integrity by offering an exceptional variety of informative, intelligent, and interesting programs and activities that citizens rely on for information, analysis, and insight.

Main Purpose of Job:

The Director of Planned Giving has primary responsibility for the growth, management and enhancement of the planned giving program at MPT.  The Director of Planned Giving will educate prospective donors about a range of planned gift options, secure planned gift commitments, and oversee the administration of planned gifts that have reached maturity, in addition to stewarding the Legacy Society, which consists of donors who have made provisions for MPT or the MPT Foundation in their estate plans.

Position Duties:
  • Identify, cultivate, solicit, and steward a portfolio of prospective and current planned gift donors via face-to-face meetings, phone calls, and written communications.
  • Maintain a strong working knowledge of planned giving vehicles and familiarity with related laws and regulations governing them, including tax laws.
  • Prepare gift proposals for prospective donors and their advisers, both in response to specific inquiries and as a proactive strategy.
  • Ensure that active estates are being administered in a timely, judicious manner, including compliance with external legal and IRS requirements.
  • Coordinate all aspects of the Legacy Society, including member recognition.
  • Collaborate with MPT’s membership department and major gift staff to develop print, web, on-air, and online marketing strategies for planned giving.
  • Prepare monthly reports that reflect caseload activity and performance; present updates to senior staff and board as requested.
Minimum Qualifications

Education: Bachelor’s Degree
Experience:  Minimum five years of experience in non-profit development or equivalent experience in legal or financial planning fields.
Desired or Preferred Qualifications: Strong preference will be given to applicants who possess the following preferred qualification(s).

  • Prior experience in legal or financial planning fields, including estate planning, tax law, life insurance, and trusts
  • Prior experience soliciting and securing planned or major gifts
  • Excellent written and oral communication skills with the ability to present complex subjects in a clear and compelling manner.
  • Enthusiasm for meeting and interacting with potential donors one-on-one while exercising sensitivity, tact, and discretion.
  • Thorough knowledge of MS Office applications and CRM systems.
  • A strong belief in the mission of MPT and the importance of public media
  • A self-starting work style, with a proven ability to meet project deadlines and maintain productive professional relationships.

Salary Range: $91,000 - $101,000
Job Type: Full Time

Please respond by emailing your cover letter and resume with the subject Director of Planned Giving to:
Jakiraman Jones, Recruitment Manager at jjones@mpt.org.



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