Charitable Gift Planning Relations and Marketing - Portland, United States - The Salvation Army - Northern New England Division
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1 month ago
Description
GENERAL PURPOSE OF JOB:
The Charitable Gift Planning Relations and Marketing Coordinator supports the Northern New England Division charitable gift planning program and the collective Development team within the department.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Charitable Gift Planning Marketing
- Coordinate and manage various aspects of charitable gift planning and marketing initiatives within NNE Division.
- Develop strategies to promote planned giving opportunities, cultivate relationships with donors, and ensure the successful implementation of charitable gift planning programs.
Donor Pipeline
- Track donor responses to marketing appeals, print and digital advertising, and surveys.
- Triage and respond to donor/prospect inquiries; set followup tasks.
- Integrate direct mail, major gifts, planned giving, and corporate/grant relations by managing timelines and donor/prospect list.
- Keep accurate records of all donor/prospect touch points including marketing responses, gifts/pledges, event participation, holiday/birthday, estate planning illustrations.
Database
- Input and extract donor data; stay abreast of database updates (Salesforce).
- Monthly review of bequests from estate database (Lotus Notes).
- Communicate weekly with territorial headquarters (SharePoint, Microsoft Teams).
- Run illustrations for charitable gift annuities; update weekly enewsletters.
Events
- In collaboration with Director of Gift Planning manage and curate annual estate planning webinar (tech support, RSVP's, setup, marketing).
- Working with members of the community relations and development team to implement donor receptions and special events.
- Assist in the preparation of invitations, programs, RSVPs, name tags, table tents for gift planning events.
- Coordinate stewardship activities for charitable gift planning donors.
- Coordinate mailings and marketing efforts to engage donors effectively.
Training
- Attend ongoing trainings to increase vocabulary and knowledge of charitable gift planning modalities and related tax implications.
- Attend territorial annual meetings and national conferences as required, usually one each year.
- Attend Salesforce training and user group calls as appropriate.
- Attend PG Calc training and seminars as needed.
- Participates in and maintains compliancy with all Salvation Army trainings to include KeepSAfe and Praesidium, and any others deemed necessary by department head.
MINIMUM EDUCATION and/or EXPERIENCE.
SPECIAL SKILLS, CERTIFICATES, LICENSES, REGISTRATIONS. List any special skills, licenses, certificates, or registrations that are required to perform the essential duties of this job.
- Demonstrated ability to work collaboratively on a team
- Bachelor's degree preferred; combination of education and/or experience will be considered
- Exceptional customer service and communication skills (written and verbal) for managing relationships with donors, attorneys, financial advisors, and Salvation Army officers
- Prior experience with Salesforce (or similar constituent relationship management software)
- Some experience with Crescendo or PG Calc for use in illustrations and marketing
- Proficiency with Microsoft Office suite, Windows Platform; Adobe is a plus
Pay:
$ $31.00 per hour
Experience:
Microsoft Office: 1 year (preferred)
Ability to Commute:
- Portland, ME preferred)
Ability to Relocate:
- Portland, ME 04101: Relocate before starting work (preferred)
Work Location:
In person
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