Presbyterian Church (U.S.A.)

Administration

• Assist in addressing a wide range of questions from donors, beneficiaries, staff members, family members, etc.
• Aid in entering all new permanent fund data on all systems, ensuring each gift meets minimums and predetermined gift acceptance standards, including the setup of all fees, modeling, quarterly distributions, and statements for each beneficiary.
• Help conduct annual correspondence with selected organizations requesting verification of income received for a specific determined period and update systems to track the next verification period.
• Assist in reviewing electronic data and original documentation for each permanent fund on various systems for accuracy and consistency throughout various data fields.
• Help provide manual calculations for accounts agreed upon by the Donor/Beneficiary and the Foundation. Update appropriate systems with new information once calculations are completed.
• Assist in regular communication with Executors, Attorneys, and Trust Officers to obtain accountings and distributions until the estate has been closed.
• Support senior staff in monitoring all insurance statements and premiums to ensure the insurance policy remains a valuable asset for the Foundation.
• Review electronic data and original documentation for each permanent fund on various systems for accuracy and consistency throughout the various data field

Associate Fund Administrator