Strategic Philanthropy Coordinator

Summary

The Strategic Philanthropy Coordinator is responsible for administrative duties supporting the goals and objectives of the Major Giving team. Under the direct supervision of the Vice President of Major Giving, the Coordinator will provide administrative support with a variety of clerical activities, including acknowledgement letters, mailings and related tasks for the Major Giving team.

Duties & Responsibilities

• Provide professional, competent, and confidential administrative support for the Vice President and other members of the Major Giving team as needed
• Provide a range of support activities including word processing, Salesforce data entry, project tracking, copying, faxing, filing, mailing
• Maintain and update President's Circle data in Salesforce, including entering donor information, recording event attendance, pulling reports, and other actions
• Send President's Circle and planned gift acknowledgement letters in a timely manner with up-to-date tax language best practices
• Coordinate pledge reminders, stewardship mailings, and acknowledgment letters
• Act as budget manager by tracking revenue and expenses via Intacct, complete monthly variance analysis, submit invoices to Accounts Payable and manage the Major Giving team's Nexonia expense submission with proper coding
• Work closely with Finance Team on gift processing to ensure major gifts, pledges, and legacy gifts are appropriately coded and tracked toward goals
• Assist with developing and updating fundraising collateral and stewardship materials (proposals, reports, etc.) for print and digital, including writing and editing
• Assist with donor signage requests and implementation process (benches, condos, kennels, etc.)
• Support staging of tours and special events as needed
• Provide administrative support for cultivation/stewardship events (invitations, RSVPs, guest lists, day-of logistics)
• Utilize experience and judgment to plan and accomplish goals
• Handle confidential and non-routine donor information
• Schedule and organize meetings, conferences, and department activities
• Organize and prioritize large volumes of information and calls
• Ability to draft correspondence, memos, charts, tables, graphs, business plans, reports, etc., responsible for accuracy and clarity of final copy
• Maintain familiarity with and skill in the use of phone systems, word processing programs, database programs, and other office equipment
• Act as a liaison with other departments and outside agencies
• Communicate pertinent information to staff, managers, and directors
• Foster teamwork
• Provide quality customer service and work closely with department staff to accomplish departmental and AHS goals
• Work independently and within a team on special nonrecurring and ongoing projects
• Other duties as assigned

• BA/BS preferred
• Minimum two years' experience preferred
• Salesforce for Non-Profits experience and proficiency preferred
• Excellent clerical and administrative assistant skills
• Excellent organizational planning and interpersonal skills
• Detail-oriented, organized self-starter
• Ability to maintain professionalism and confidentiality and apply discretion in sensitive, complex, and/or controversial situations
• A high degree of professionalism and diplomacy
• Ability to communicate professionally and effectively, both verbally and in writing
• Self-reliant, highly motivated, and positive attitude
• High level of proficiency with MS Office suite, particularly Word, Outlook, PowerPoint, and Excel
• Excellent writing, copy editing, and formatting skills; experience in drafting agendas, correspondence, presentations, reports, and other written documents
• Ability to manage multiple tasks and responsibilities simultaneously and meet relevant deadlines
• Ability to work both independently and on collaborative teams
• Knowledge of the use and operation of standard office equipment
• Knowledge of secretarial and office administrative procedures

Working Conditions

• Performs work in an office setting
• Potentially subject to animal bites and scratches
• Frequent walking, standing, bending and stooping
• Must be able to lift, push, and pull up to 50 lbs, with reasonable accommodations