GENERAL PURPOSE OF JOB:
The Charitable Gift Planning Relations and Marketing Coordinator supports the Northern New England Division charitable gift planning program and the collective Community Relations and Development team. Working collaboratively in support of the Director of Planned Giving, the Coordinator advances divisional planned giving strategies and initiatives through coordinated marketing, donor cultivation, and administrative execution. Areas of focus include Charitable Gift Planning, Marketing, Donor Cultivation and stewardship, and Regulatory Compliance. The Coordinator plays a critical role in strengthening donor relationships, enhancing operational excellence, and ensuring adherence to applicable charitable gift regulations while contributing to the overall growth and sustainability of the Division’s planned giving program.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Charitable Gift Planning Marketing
- Coordinate and manage various aspects of charitable gift planning and marketing initiatives within the NNE Division.
- Develop strategies to promote planned giving opportunities, cultivate relationships with donors, and ensure the successful implementation of charitable gift planning programs.
- Assist in the development of marketing materials that accurately represent charitable giving vehicles and comply with applicable legal and ethical standards.
Donor Pipeline
- Interact by phone and email with donors, vendors, and estate planning professionals.
- Track donor responses to marketing appeals, print and digital advertising, and surveys.
- Triage and respond to donor/prospect inquiries; set follow-up tasks.
- Integrate direct mail, major gifts, planned giving, and corporate/grant relations by managing timelines and donor/prospect lists.
- Maintain accurate records of all donor/prospect touchpoints including marketing responses, gifts/pledges, event participation, holidays/birthdays, and estate planning illustrations.
Database
- Input and extract donor data; stay abreast of database updates (Salesforce).
- Conduct monthly review of bequests from estate database (Lotus Notes).
- Communicate weekly with Territorial Headquarters (SharePoint, Microsoft Teams).
- Run illustrations for charitable gift annuities using PG Calc software.
- Assist in preparation and distribution of weekly e-newsletters.
- Ensure data integrity and confidentiality with Salvation Army policies and donor privacy standards.
Events
- In collaboration with the Director of Gift Planning, manage and curate the annual estate planning webinar (technology support, RSVPs, set-up, marketing).
- Work with members of the Community Relations and Development team to implement donor receptions and special events
- Assist in preparation of invitations, programs, RSVPs, name tags, and table materials for gift planning events.
- Coordinate stewardship activities for charitable gift planning donors.
- Coordinate mailings and marketing efforts to engage donors effectively.
Compliance and Regulatory Awareness
- Keep abreast of IRS charitable gift substantiation requirements, including acknowledgment language, receipting standards, and disclosure obligations.
- Monitor and remain informed of changes to United States federal tax statutes and regulations impacting charitable giving vehicles, including but not limited to charitable gift annuities, bequests, trusts, and qualified charitable distributions.
- Support adherence to Salvation Army territorial and national policies regarding charitable gift acceptance and compliance.
Training and Professional Development
- Attend ongoing trainings to increase vocabulary and knowledge of charitable gift planning modalities and related tax implications.
- Attend Territorial annual meetings and national conferences as required (typically one per year).
- Participate in Salesforce training and user group calls as appropriate.
- Attend PG Calc training and seminars as needed.
- Participate in and maintain compliance with all Salvation Army required trainings, including KeepSAfe, Praesidium, and any additional trainings deemed necessary by the department head.
COMPENSATION AND BENEFITS
- Generous paid time off
- Paid holidays
- Sick leave
- Personal days
- Bereavement Leave
- Excellent medical, dental, and vision benefits
- Short-term and long-term disability
- Retirement plan
*Benefits may vary based on position classification and eligibility.
The information in this job description indicates the general nature and level of work performed by an employee in this classification. It is not to be interpreted as a comprehensive inventory, or all duties, responsibilities, and qualifications of employees assigned to this job.Management has the right to add to, revise, or delete information in this description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. Acceptable job performance includes the completion of the job responsibilities as well as compliance with the policies, procedures, rules and regulations of The Salvation Army.
The employee occupies a position of trust and is expected to maintain confidentiality and exhibit loyalty to The Salvation Army and the staff of The Salvation Army in all job-related matters and activities.
All qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, disability or protected veteran status.
