Job Description

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Samaritan’s Purse is seeking a Legacy Planning Coordinator to join our Donor Ministries Department in North Wilkesboro, NC. In this role, you will have the privilege of supporting the Legacy Team by organizing and efficiently tracking various planned giving activities such as creation of trusts, gift transactions involving real estate, and life estates. You will be responsible for coordinating the flow of documents required between partners, service providers, staff, and departments, by monitoring current service providers and legal requirements that support the development of a planned gift, and by organizing the Legacy Resource Center with current educational handouts for partners and staff. Apply today and use your gifts for the Kingdom!

A day in the life of a Legacy Planning Coordinator:

At Samaritan’s Purse, the Gospel really is the center of all we do!  We start each day with a time of devotions and prayer.  We hear from members of our staff, both from IHQ and our global offices, as well a special guest speaker who encourages us in God’s word.  We then join together to prayer for one another, as well as praying for staff and volunteers who serve around the globe.  We get paid to start each day this way! 

In the role of a Legacy Planning Coordinator, you will have the opportunity to:

• Maintain a personal, active relationship with Jesus Christ and is a consistent witness for Jesus Christ
• Work with Legacy Planning Manager to maintain an organized and efficient tracking system designed to manage the gifting process for planned gifts that involves real estate, life estate, the creation of a Trust, or Samaritan's Purse is being assigned as a Trustee to an existing agreement
• Work with assigned Legacy Planner and stays current on the action items needed for the particular planned gift being gifted to Samaritan's Purse
• Maintain the Gifted Property spreadsheet with current information that takes place between weekly Gifted Property meetings
• Work with Legacy Planner to research and confirm property description via county register of deed websites
• Review documentation that is received by service providers such as realtors, attorneys, title companies, appraisers, and maintenance companies
• After review, notifies and forwards information to required staff members
• Work with Executive Assistant to obtain Samaritan's Purse signatures and prepare mailing when required
• Attend weekly Gifted Property zoom meetings
• Research and stay current on legal requirements and state regulations for real estate transactions and monitors the timeline for obtaining these documents during a real estate transaction (qualified appraisals, 8283 IRS forms, charitable receipt letter, etc.)
• Maintain the Legacy Resource Center by continually updating and organizing content, such as: Current legacy handouts and speaking points that will enable the team to provide consistent communication to our legacy intenders and annuitants. Legacy procedures outlining the process of selecting executor, POA, trustee, etc., and the responsibility each of these roles has during an estate distribution
• Assist the Legacy team and our partners with general knowledge regarding legacy (gift planning), charitable gift annuities, stock gifts, and IRA gifts by being logged on to the Avaya phone system and assisting with IRA gifts processing when gift volume is high
• Assist with Donor Response during disasters and seasonal uptick by communicating to donors and prospective donors the various ministries of Samaritan’s Purse
• Follow policies and procedures of Samaritan’s Purse as set forth in the Policy Manual
• Attend daily morning devotions and participates in prayer support for the ministry, donors and volunteers
• Maintain a strong Christian witness to colleagues, vendors, charitable beneficiaries, and the general public
• Other duties may be assigned that are not specifically identified within the content of the job description
• All other duties as assigned

Learn more about serving with Samaritan’s Purse. 

Qualifications & Experience:

• Associate’s Degree and one (1) to two (2) years related experience and/or training; or equivalent combination of education and experience is required. One (1) to two (2) years of paralegal experience and/or training is desired.

Job Location: North Wilkesboro, North Carolina

Type:  Full-Time

Benefits:

• On-site Medical Clinic (staff and dependents)
• Medical, prescription, dental & vision insurance
• Flexible Spending Account (FSA)
• Long-term and Short-term disability insurance
• Paid Family Medical Leave
• Term Life Insurance
• 401(k) retirement savings plan
• 10 paid holidays
• 12 vacation/personal days
• 10 sick days

Samaritan's Purse Mission Statement:

Samaritan's Purse is a nondenominational evangelical Christian organization providing spiritual and physical aid to hurting people around the world. Since 1970, Samaritan's Purse has helped meet needs of people who are victims of war, poverty, natural disasters, disease, and famine with the purpose of sharing God's love through His Son, Jesus Christ. The organization serves the Church worldwide to promote the Gospel of the Lord Jesus Christ.

Samaritan's Purse Statement of Faith:

* We believe the Bible to be the inspired, the only infallible, authoritative Word of God.  (1 Thessalonians 2:13; 2 Timothy 3:15-17)

* We believe that there is one God, eternally existent in three persons:  Father, Son, and Holy Spirit.   (Matthew 28:19; John 10:30; Ephesians 4:4-6)

* We believe in the deity of the Lord Jesus Christ, in His virgin birth, in His sinless life, in His miracles, in His vicarious and atoning death through His shed blood on the cross, in His bodily resurrection, in His ascension to the right hand of the Father, and in His personal return in power and glory.   (Matthew 1:23; John 1:1-4 and 1:29; Acts 1:11 and 2:22-24; Romans 8:34; 1 Corinthians 15:3-4; 2 Corinthians 5:21; Philippians 2:5-11; Hebrews 1:1-4 and 4:15)

* We believe that all men everywhere are lost and face the judgment of God, that Jesus Christ is the only way of salvation, and that for the salvation of lost and sinful man, repentance of sin and faith in Jesus Christ results in regeneration by the Holy Spirit. (Luke 24:46-47; John 14:6; Acts 4:12; Romans 3:23; 2 Corinthians 5:10-11; Ephesians 1:7 and 2:8-9; Titus 3:4-7)

* We believe in the present ministry of the Holy Spirit, whose indwelling enables the Christian to live a godly life.   (John 3:5-8; Acts 1:8 and 4:31; Romans 8:9; 1 Corinthians 2:14; Galatians 5:16-18; Ephesians 6:12; Colossians 2:6-10)

* We believe in the resurrection of both the saved and the lost; the saved unto the resurrection of eternal life and the lost unto the resurrection of damnation and eternal punishment.  (1 Corinthians 15:51-57; Revelation 20:11-15)

* We believe in the spiritual unity of believers in the Lord Jesus Christ and that all true believers are members of His body, the church.  (1 Corinthians 12:12, 27; Ephesians 1:22-23)

* We believe that the ministry of evangelism and discipleship is a responsibility of all followers of Jesus Christ.   (Matthew 28:18-20; Acts 1:8; Romans 10:9-15; 1 Peter 3:15)

* We believe God’s plan for human sexuality is to be expressed only within the context of marriage, that God created man and woman as unique biological persons made to complete each other.  God instituted monogamous marriage between male and female as the foundation of the family and the basic structure of human society.  For this reason, we believe that marriage is exclusively the union of one genetic male and one genetic female.   (Genesis 2:24; Matthew 19:5-6; Mark 10:6-9; Romans 1:26-27; 1 Corinthians 6:9)

* We believe that we must dedicate ourselves to prayer, to the service of our Lord, to His authority over our lives, and to the ministry of evangelism.   (Matthew 9:35-38; 22:37-39, and 28:18-20; Acts 1:8; Romans 10:9-15 and 12:20-21; Galatians 6:10; Colossians 2:6-10; 1 Peter 3:15)

* We believe that human life is sacred from conception to its natural end; and that we must have concern for the physical and spiritual needs of our fellowmen.   (Psalm 139:13; Isaiah 49:1; Jeremiah 1:5; Matthew 22:37-39; Romans 12:20-21; Galatians 6:10)