Foundation Source

Administration

• Produce monthly and quarterly endowment reports for a portfolio of nonprofit and institutional clients
• Serve as a reliable point of contact and relationship manager; analyze and reconcile financial data; maintain established processes; distribute reports; resolve client questions
• Produce planned giving reports using GiftWrap; maintain client data input; support calculations related to FASB liability, state reserve requirements, and CGA market values
• Provide backup support to Gift Administration Operations: assist with check processing, ACH and wire uploads, account reconciliation; ensure timely, error-free financial transactions

Associate, Gift Administration

Client Services Representative

• Deliver PG Calc software training services and rigorously test software
• Manage client support calls relating to PGM Anywhere, GiftWrap, Bequest Manager and GiftCalcs (80% of role)
• Develop and maintain comprehensive knowledge of PG Calc products, services, and gift planning fundamentals
• Offer support to software clients, respond to inquiries, record calls in CRM, administer client accounts and licensing
• Conduct group, online and custom training; develop curriculum and training manuals (10% of role)
• Participate in testing software updates, assist with release coordination, serve as Product Representative and liaison to Development (10% of role)
• Participate in cross-departmental committees and complete special projects; identify potential sales leads

Associate, Gift Administration

Client Services Advisor