6 дней назад
Specialist, Leadership and Planned Giving
52 194 - 55 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Specialist, Leadership and Planned Giving (Planned Giving/CRM): Supporting planned gift marketing, matured estate management, donor stewardship, fund distributions, and CRM reporting for a national wish-granting organization with an accent on operational accuracy, revenue forecasting, and cross-functional coordination. Focus on managing estate documentation, tracking gifts and distributions, coordinating chapter communications, and improving programs for leadership and planned gift benefactors.
Location: Remote within the continental United States. Applicants must be authorized to work for any employer in the U.S.; employment visa or immigration sponsorship is not available. Travel may be required for internal and external meetings, up to 10%. Hybrid positions are available in the Phoenix, Arizona area.
Salary: $52,194–$55,000 USD annually.
Company
is a nonprofit organization that unites communities to grant life-changing wishes to eligible children.
What you will do
- Support planned gift marketing, content coordination, calendar management, and CRM tracking.
- Manage matured estate paperwork, gift tracking, estate representative communications, and revenue forecasting.
- Provide stewardship for Legacy Society benefactors and respond to planned giving questions.
- Coordinate chapter communications, gift distributions, estate updates, collateral requests, and planned giving support.
- Administer Board member financial support tracking, donor pledge reminders, and event-related donor referrals.
- Coordinate with Finance and Donor Care on fund distributions and support enterprise-wide campaigns.
Requirements
- 2–3 years of experience in a detail-oriented work environment.
- Strong organizational, problem-solving, prioritization, and deadline-management skills.
- Effective written and verbal communication and relationship-building skills.
- Strong working knowledge of Microsoft Office, including Outlook, Word, Excel, PowerPoint, Teams, and SharePoint.
- Authorization to work for any employer in the United States is required.
- Visa or immigration sponsorship is not available.
Nice to have
- Salesforce or other CRM experience.
- Experience with AI tools, including CoPilot.
- Planned giving experience, especially with matured estates.
- Nonprofit organization experience.
Culture & Benefits
- Remote work environment with equipment provided, including a laptop, monitor, and docking station or adaptor.
- Medical, vision, dental, wellness, disability, life insurance, HSA, FSA, and a fully funded HRA.
- 401(k) plan with a 5% match after one year of service.
- PTO starting at 15 days, 10 sick days, 11 paid holidays, personal days, volunteer days, and parental leave.
- Professional development, recognition programs, and employee discounts.
- Occasional work outside standard business hours, including weekends and early evening weeknights, may be required.
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