• Contribute to the creation, development, and deployment of Planned Giving-specific donor marketing materials through direct and digital mail and paid search campaigns.
• Oversee website functionality and performance with an analytics dashboard.
• Serve as the primary point of contact for donor inquiries and new leads, managing phone, email, and web inquiries.
• Help grow legacy society through vendor partnerships and track progress.
• Prepare written materials, supporting documents, and impact statements appropriate for planned giving donor communications.
• Analyze and continuously improve the success rates of our digital and direct mail campaigns.
• Open, organize, and prioritize all mail coming to the Planned Giving Office, and follow up on inquiries, coordinating the next steps with colleagues as needed to ensure timely outreach and response.
• Serve as the knowledge manager for maintaining all planned giving program documents electronically and on SharePoint as appropriate. Responsible for information and spreadsheet management and reconciliation pertaining to goals, metrics, sensitive donor information, and other projects that require attention to detail.
• Assist with processing expense reports and help maintain the planned giving department budget.
• Oversee and maintain large datasets for direct mail and digital mail campaigns.
• Help maintain accurate records for donors in Salesforce database, updating contact information, entering new donor data, and recording death notifications.
• Support Planned Giving team Salesforce database management, ensuring full adoption of policies and practices.
Qualifications:
• Bachelor’s degree OR equivalent combination of education and work experience.
• 2+ years of administrative support experience, preferably within the nonprofit sector.
• Strong computer skills, including experience with donor database management (Salesforce preferred) and Microsoft products, including Outlook, Teams, Word, Excel, PowerPoint, and SharePoint.
• Superb attention to detail and outstanding written and verbal communication skills.
• Ability to professionally interact with donors, board members, volunteers and prospects as needed.
• Demonstrated project management skills. Ability to take initiative and ownership over sometimes ambiguous tasks, multiple shifting priorities, and situations with little oversight.
• Strong interpersonal skills to build and maintain effective working relationships across CARE.
• Ability to work independently in a fast-paced, often changing environment with efficiency and accuracy.
• Sound judgment and the ability to exercise discretion with confidential donor information.
San Francisco, CA 94104