Philanthropy Coordinator

Greater Cincinnati Planned Giving Council; Erlanger (KY); On-site; USD 45,000 - 65,000; Full time

Job summary

DAV (Disabled American Veterans) seeks a team member to support the Personal Philanthropy Programs in developing and managing planned gifts. You will assist donors, respond to inquiries, and help finalize gift assets with advisors.

You will draft proposals, prepare gift annuity calculations, and assemble materials for the team. You will maintain donor files, perform analyses, manage data securely, and coordinate meeting logistics.

Qualifications

• Assisting donors and advisors to finalize gifts and transfer assets.
• Responding to inquiries and providing information about planned gifts to donors.

Responsibilities

• Draft, edit, and format correspondence and proposals for the team.
• Prepare gift annuity calculations and assemble packets.

Skills

Donor relations

Gift processing

Data management

Communication

Project coordination

Tools

CRM software

Excel

Word/Mail Merge

Job description

Organization: DAV (Disabled American Veterans)

Job Description

This position is responsible for supporting the Personal Philanthropy Programs department in accomplishing its goals and objectives by performing various tasks that help to facilitate and foster the development and management of planned gifts.

• Assist donors and their advisors (attorneys, financial advisors, brokers, etc.) to finalize gifts and transfer gift assets to DAV. Personally respond to inquiries on a wide variety of topics and provide information and materials about planned gifts to new and repeat donors.
• Draft, edit, and format correspondence and proposals for the Managing Advisor and Personal Philanthropy Programs team including preparing gift annuity calculations, assembling packets, mail merges, labels, and personalizing letters.
• Help maintain planned giving files and database and ensure security of confidential donor information. Conduct extensive gift and donor analysis to help ensure the Gift Planning team achieves its goals and objectives.
• Manage special projects as necessary.
• Manage the process of developing and updating appropriate gift planning response materials by specified annual deadlines.
• Field donor calls, organize and maintain files, and schedule and coordinate meeting logistics.
• Assist in preparing legal documentation for gifts including charitable gift annuities, bequests, etc.
• Calculate charitable deductions for all planned gifts and prepare acknowledgement package for all planned gifts; including tax information for DAV and the donor’s tax filings.
• Understand the financial, legal and tax implications of planned gifts and drafts related proposals.
• Create, maintain and update donor database and other systems.
• Assume other responsibilities as assigned by management.