Gift Planning & Donor Services Associate

Focus-On-the-Famil; Colorado Springs (CO); On-site; USD 62,000 - 75,000; Full time

Benefits offered by this job

Norton LifeLock ID Theft Coverage

Legal Shield/ID Shield Coverage

AFLAC

403B Retirement Plan

Vacation Time & Vacation Payout

Sick Time

Holidays

Service Awards

Community Service Days

Bookstore Discount

Fitness Center

Medical Plan

Dental Plan

Vision Plan

Life Insurance

Disability Insurance

Flexible Spending Accounts

EAP

Job summary

Focus on the Family is seeking an Associate Gift Planning Officer to serve as a donor service and gift administration specialist in Planned Giving. You will support donors, advisors, and internal partners in administering estate gifts, charitable gift annuities, IRA distributions, stock gifts, and other non-cash arrangements.

You will handle donor communication, processing, stewardship, reporting, and records while educating donors on gift planning tools.

Qualifications

• Bachelor’s degree in Business, Nonprofit, Accounting, or Finance preferred.
• 2–4 years of experience in planned giving, donor services, gift administration, financial services, trust administration, estate administration, or related field.
• Experience providing exceptional donor, client, or customer service.
• Experience maintaining accurate records and utilizing Salesforce or other CRM/database systems.

Responsibilities

• Assist in estate gifts, charitable gift annuities, IRA distributions, and non-cash gifts.
• Maintain donor communications, gift processing, stewardship and reporting.
• Support Gift Planning Officer to ensure accurate and efficient gift administration.
• Maintain CRM data integrity and prepare reports.
• Coordinate administration of charitable gift annuities from inquiry to contract closure.

Skills

Donor service

Relationship-building

Communication skills

Independent work

Problem solving

Attention to detail

MS Word & Excel

CRM systems

Compassionate communication

Education

Bachelor’s degree

Tools

Salesforce

CRM systems

Job description

Focus on the Family is seeking an Associate Gift Planning Officer to serve as a donor service and gift administration specialist in Planned Giving. You will support donors, advisors, and internal partners in administering estate gifts, charitable gift annuities, IRA distributions, stock gifts, and other non-cash arrangements.

You will handle donor communication, processing, stewardship, reporting, and records while educating donors on gift planning tools.