Job Details

OSUF TRUE NORTH:

We raise, invest and distribute philanthropic support for OSU.

OSUF PRODUCT SCOPE:

We provide private support to enhance the University's ability to fulfill its land-grant mission.

DEPARTMENT PURPOSE:

The Donated Asset & Risk Management department develops, implements, and oversees processes and procedures to ensure proper receipt and management of donated assets including stock, life-income, estates, life insurance, real estate, mineral interest, donor-advised funds, and undesignated gifts; and maintains proper insurance coverage for the Foundation.

PRIMARY PURPOSE:

The Donated Asset & Risk Management Student is responsible for assisting the Donated Asset & Risk Management department in monitoring, reporting, and maintaining the planned gift assets of the Foundation.

KEY AREAS OF FOCUS (3-4 main areas with bullets under).

Receipt and Manage Donated Assets

• Responsible for scanning and quality control of data in the document management system
• Responsible for establishing and disposing departmental files per retention schedule and maintain tracking systems.
• Review trust and annuity beneficiary payments for accuracy.
• Assist in receipting of gifts of securities.
• Process departmental mail.
• Assist with the review and preparation of audit schedules
• Process address updates for planned gift assets.
• Responsible for scanning estate documents, updating tracking worksheets, assist in completing the checklist, assist in completing the data sheet, and drafting initial communication.
• Assist in the administration of gifts of donated life insurance.
• Clerical tasks including but not limited to process vouchers, draft documents, filing, copying, mailing, ect.