Advancement Assistant, Gift Planning

IMPORTANT:  This Advertiser has requested that applicants MUST be National Residents / Valid Work Permit-holders.  Other applicants need not apply.

 

Job Title: Advancement Assistant, Gift Planning

Department: Office of Advancement / San Francisco

Reports To: Associate Advancement Director, Gift Planning

Context: Provides administrative support for the gift planning program, including directly supporting planned giving gift officers.

Scope: The Advancement Assistant performs a variety of administrative functions; scheduling visits and meetings with prospects, donors and volunteers; assisting with event logistics; maintaining comprehensive records of planned giving donor and prospect contacts utilizing the donor and revenue tracking system (GAIA); responsible for all prospect, donor, and fulfillment information, marketing, bequest expectancy, and stewardship administrative systems of the planned giving fundraising program. Serves as a team member of Operations Team supporting overall efforts to streamline operational support for all Advancement fundraising efforts.

Job Activities:

1. Performs initial selection and preliminary research on gift planning donor prospects. Analyzes incoming materials pertaining to the cultivation, solicitation, and stewardship of prospects in the regions. Enters donor information in GAIA, including running GAIA reports.

2. Performs word processing, distributes and files memos, and generates correspondence and reports for donors and prospects. Schedules, confirms and arranges travel and processes travel expenses. Assists with departmental cultivation and stewardship events.

3. Provides information to and maintains contact with prospects and donors by telephone, mail and e-mail. Prepares donor information response packages.

4. Compiles and prepares outgoing correspondence of: trust documents, bequest language and gift annuity proposals as directed by supervisor.

5. Implements and coordinates donor acknowledgment system for gift planning program, including tracking appropriate salutations and updating donor information in GAIA as needed.

6. Assists with trip planning, including list generation, logistics, strategy sessions and fundraising events, as appropriate.

7. Maintains accurate files of donors and prospective donors through gathering, organizing, and filing of correspondence, reports, gift transaction records, and memos. Creates new files, reorganizes existing ones, and maintains ongoing system.

8. Performs miscellaneous duties as directed.

Knowledge and Skills:

-- 1 year office or related experience with Windows, Word Excel, and database proficiency.

-- Strong organizational skills, ability to establish priorities, and enthusiasm for working with colleagues and volunteers.

-- Excellent oral and written communication skills to interact with staff, volunteers, and potential donors.

-- Ability to prioritize and meet deadlines, to use tact and diplomacy in dealing with confidential and sensitive matters, and ability to work well with diverse groups of people.