Donor Experience Specialist

Vanguard Charitable; Malvern (Chester County); On-site; USD 52,000 - 76,000; Full time

Job summary

Vanguard Charitable is seeking a Philanthropic Consultant I to provide high-quality customer service to donors, professional advisors, and prospects via phone and written communication. The role emphasizes accuracy, efficiency, and empathy while delivering consistent, scalable service experiences and upholding internal policies and service standards.

The position requires a Bachelor’s degree, with experience in donor-advised funds or nonprofit settings preferred.

Qualifications

• Experience delivering high-quality service to donors, advisors, and prospects.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities with attention to detail.

Responsibilities

• Handle a high volume of donor interactions via phone and written channels.
• Document, track, research, and resolve donor inquiries using automated systems.
• Proactively communicate donor account activity and next steps.
• Assess complex requests and escalate when needed.
• Provide empathetic, professional service reflecting the organization’s values.
• Maintain knowledge of internal policies, procedures, and workflows.
• Participate in trainings and team initiatives to support improvement.

Skills

Customer service

Written communication

Active listening

Problem solving

Time management

Multitasking

Empathy

Education

Bachelor’s degree

Job description

Vanguard Charitable is seeking a Philanthropic Consultant I to provide high-quality customer service to donors, professional advisors, and prospects via phone and written communication. The role emphasizes accuracy, efficiency, and empathy while delivering consistent, scalable service experiences and upholding internal policies and service standards.

The position requires a Bachelor’s degree, with experience in donor-advised funds or nonprofit settings preferred.