Remote Volunteer Follow-Up & Stewardship Specialist — Legacy Lounge

Responsibilities

• Prepare approved thank-you, resource, recap, survey, and follow-up communications
• Record attendance, interests, contact preferences, consent, and requested next steps
• Route legal, tax, investment, estate-planning, gift, or confidential questions to authorized staff or professionals
• Cope speaker, sponsor, advisor, volunteer, and guest acknowledgments
• Maintain accurate CRM notes, tasks, reminders, and stewardship calendars
• Avoid pressure, assumptions about wealth, individualized advice, or unapproved solicitation
• Identify recurring questions and recommend improvements to events and resources

Qualifications

• Experience in donor relations, stewardship, customer success, hospitality, communications, events, administration, or nonprofit development
• Warm, accurate, discreet communication and reliable follow-through
• Strong CRM, email, organization, and documentation skills
• Ability to maintain boundaries and protect sensitive donor information
• Planned-giving knowledge is helpful but not required