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    Donor Relation and Planned Giving Coordinator - Houston, United States - Lakewood Church

    Lakewood Church
    Lakewood Church Houston, United States

    2 weeks ago

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    Description
    Donor Relation and Planned Giving Coordinator

    Donor Relations Department

    Non-Exempt


    JOB DESCRIPTION SUMMARY


    As an integral part of the team the Donor Relations Coordinator will assist in cultivating, stewarding and expanding relationships between Lakewood Church/Joel Osteen Ministries and its donors.

    This position reports directly to the Director of Planned giving.


    ESSENTIAL JOB FUNCTIONS

    • Work with internal departments to fulfill data and reporting requests, including the production of donor lists, regular progress reports and extractions of data for analytical purposes
    • Maintain accurate and up-to-date donor contact information
    • Participate in development of best practices and documentation in maintaining accurate database records
    • Assist in donor cultivation and stewardship events as needed
    • Prepare planned giving proposals with basic financial calculations when needed, increase cultivation and stewardship, elevating personalized attention through calls, correspondence and possible visits. Partner with other staff in preparing same
    • Identify, cultivate and steward an existing portfolio of major and planned gift prospects
    • Assist in coordinating necessary logistics for planned giving presentations to Joel Osteen Ministries contributors at monthly events
    • Assist in coordinating necessary logistics for planned giving presentations to Lakewood Church contributors
    • Respond to planned giving inquiries from donors (phone, mail, email, etc.) regarding annuities, bequests, trusts and other types of planned gifts
    • Coordinate the processing of any gifts with the finance department
    • Obtain, maintain and track all planned gift documentation including wills, trusts, financial statements, designated beneficiary information for life, annuity, investment or retirement contracts, real estate deeds, personal property inventories, etc.
    • Other related duties as assigned

    MINISTERIAL DUTIES
    As an Employee of Lakewood Church, you are a part of an over 60-year legacy of faith.

    As a part of the Lakewood team, you are a key part of our mission in taking the Hope found in Jesus to the world.

    This means that as part of your job responsibilities, you are considered a spiritual leader in the Church.

    You are responsible for communicating the Churchs beliefs and our mission to our congregants, to maintain a lifestyle consistent with the Scriptures, and are required to belong to the Church as part of our faith community.


    This will also include:

    • Regular attendance at Church services and classes,
    • Serving as a Prayer Partner or as a volunteer in any ministry of the Church, and
    • Serving our community through local outreaches from time to time when needed by the Church

    QUALIFICATIONS

    • Uncompromised commitment to Lakewood Churchs vision, values and core beliefs
    • Professional appearance and conduct
    • Demonstrated Christ like Character
    • Proficient in using client management software such as MS 365 and advanced skills in data entry, extraction, and reporting
    • Experience in maintaining accurate and up-to-date donor contact information is essential
    • Strong written and verbal communication skills are necessary for preparing donor correspondence, proposals, and responding to inquiries.
    • Prior experience in coordinating events, particularly donor cultivation and stewardship events, is preferred. This includes logistics planning and execution for events related to planned presentations
    • Familiarity with various planned giving instruments such as annuities, bequests, trusts, and other types of planned gifts. Ability to respond to donor inquiries regarding these giving options
    • Excellent interpersonal skills and a friendly disposition
    • Strong organizational skills and attention to detail are crucial for tracking and maintaining all planned gift documentation, including legal documents, financial statements, and beneficiary information
    • Must be proficient in Microsoft Office Suite
    EDUCATION & EXPERIENCE


    • A degree in business administration, nonprofit management, communication, or a related fieldto ensure a solid foundation in the principles of donor relations and fundraising is preferred
    • Proven experience of at a minimum of 2 years in donor relations, preferably within a nonprofit or religious organization, demonstrating the ability to cultivate and steward major and planned gift prospects
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