Specialist, Leadership and Planned Giving
New
M
Make-A-Wish AmericaNonprofit fundraising
Remote positions are open to applicants based anywhere in the continental U.S.Full-TimeJunior
Salary52,194 - 55,000 USD per year
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Job Details
- Experience
- 2-3 years of prior work experience in a detail-oriented setting
- Required Skills
- SalesforceSharePointMicrosoft ExcelMicrosoft OfficePowerPointCRM
Requirements
- Have 2-3 years of prior work experience in a detail-oriented setting.
- Have strong working knowledge of Microsoft Office applications, especially Outlook, Word, Excel, PowerPoint, Teams, and SharePoint.
- Salesforce or other CRM experience is preferred.
- Familiarity and experience with AI tools including CoPilot is preferred.
- Planned giving experience, especially with matured estates, is preferred.
- Nonprofit organization experience is preferred.
- Be able to thrive in a remote environment.
- Be available for travel for internal and external meetings, up to 10%.
- Be able to work outside a traditional Monday-Friday work week and normal business hours, including weekends and early evening weeknights, when required.
Responsibilities
- Coordinate planned gift marketing content with external vendors, manage calendars, and track activity in the CRM.
- Facilitate matured estate paperwork, track gifts in the CRM, communicate with estate representatives, and support revenue forecasting.
- Steward Legacy Society benefactors and respond to planned giving questions from the public and existing donors.
- Coordinate chapter communications about gift distributions, estate updates, collateral requests, and planned giving support.
- Coordinate with Stewardship, Donor Care, and Prospect Research/Data Analytics teams to support Leadership Gift Officers.
- Administer Board member financial support tracking and reporting, and create and execute a donor pledge reminder process.
- Coordinate with Finance on CRM requests for distributions from national to chapters and communicate those actions across the organization.
- Develop, refine, and implement gift programs with cross-functional teams.
- Support the enterprise-wide campaign through meeting scheduling, agenda preparation, file and resource management on DailyWISH, and stakeholder communications.
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