Gift Planning Associate (Development/DHQ)

Responsibilities

• Oversight and tracking of all Planned Gifts throughout the Gift administration process.
• Assignment of new prospects/donors to the appropriate staff person based on geographical areas or referral to Major Gifts section when appropriate.
• Creation and maintenance of electronic and paper donor/prospect records and files; running of donor reports as needed.
• Management of the gift acknowledgement process, including review of the Daily Gift Report and generation of donor acknowledgement letters for Planned Giving Representatives to review.
• Cordination of mass solicitation mailings for planned giving donors and prospects.
• Drafting of acknowledgment letters, donor reports, event invitations, and other correspondence.
• Management of the content, design, and production of Planned Giving Newsletters, collateral materials, web presence, email communications, social media, and other local marketing efforts.
• Identification and planning of opportunities for stewardship and cultivation events for members of the Hope Brigade Legacy Society.
• Preparation of basic gift illustrations using Crescendo software.
• Having regular, professional contact with donors, as assigned, through telephone, email, and letters.
• Management of general Planned Giving number and email box.
• Tracking all activities in Salesforce database for accuracy and completion.
• Development, production, and analysis of reports to enable Planned Giving to refine ongoing marketing practices and improve return on investment.

Qualifications

• Bachelor’s degree and a minimum of two to three years of work experience.
• Clear and persuasive written and verbal communication, presentation, and organizational skills.
• Detail oriented.
• Able to manage multiple ongoing projects with multiple stakeholders simultaneously without compromising accuracy or efficiency.
• Excellent computer skills, with the ability to manage complex Excel spreadsheets for data analytics, create visually appealing PowerPoint decks, and work within several databases including becoming proficient in Salesforce.
• Effective people skills and proven expertise in building and maintaining positive relationships with diverse individuals.
• Comfort with donor interaction, including discussions of personal and family finances.
• Adept at working as a part of team while also being able to independently manage one’s own workload.
• Strong initiative to identify and complete tasks independently.
• Flexibility, with the understanding that we need to be creative in our approach to projects and occasionally support our colleagues on projects that benefit the team and the mission as a whole.
• Professional and positive demeanor.