Charitable Gift Planning Relations and Marketing Coordinator

Responsibilities

• Cook up planned giving marketing initiatives and manage the full donor pipeline from first contact through long term stewardship
• Serve as a primary point of contact for donors, vendors, and estate planning professionals
• Maintain accurate donor records in Salesforce and run charitable gift annuity illustrations
• Lead logistics for our annual estate planning webinar and support donor receptions and special events throughout the year
• Support the preparation and distribution of our weekly e-newsletter
• Stay current on IRS charitable gift substantiation requirements and federal tax regulations affecting planned giving vehicles

Qualifications

• Bachelor's degree in related field and three to five years related experience; or equivalent combination of education and experience
• Strong written and verbal communication skills
• Excellent time management, and a genuine customer service mindset are essential
• Prior knowledge of charitable gift planning is a plus, and enthusiasm for learning and growing in the field is equally welcome
• This role requires someone who can manage multiple priorities, work both independently and collaboratively, and bring professionalism and care to every donor interaction
• Experience with Salesforce or similar fundraising databases is a bonus