Coordinate the Charitable Gift Annuity (CGA) process, including mails/emails CGA illustrations, creates or updates electronic and physical annuity files as needed, coordinates with Mail and Data Processing (MADP), Finance, Cornerstone, and Legacy Planners to track incoming gift annuity funds, applications, and payment information to meet the proper CGA timeline, obtains availability for Vice President''s signature on annuity contracts, mails signed contract/packet to partner, ensures donor''s InnKeeper and GiftWrap record is coded correctly, contains proper communication (email or phone notes) and has pertinent documents attached while monitoring for return documentation from partner while staying current on CGA rules and regulations through team training and webinars. Manage the Flexible Deferred Gift Annuity (FDGA) process by recording and maintaining FDGA spreadsheet per partner''s contract, sorting spreadsheet''s data monthly to produce proper mail merge of FDGA letters, tracking / recording FDGA Election letter replies in InnKeeper, and communicating the required action to Cornerstone for GiftWrap database.