Strategic Planned Giving 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

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.