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Advancement Research and Stewardship Coordinator

1 month ago

Palo Alto, California, United States Castilleja Full time
Job Summary

The Advancement Associate for Research and Stewardship plays a vital role in supporting the school's fundraising and strategic philanthropic goals. This position requires exceptional research, organizational, and communication skills to identify new gift planning prospects and donors, and to maintain discretion and confidentiality surrounding prospect and donor information.

Key Responsibilities:
  • Research and identify new gift planning prospects and donors, and qualify existing ones to grow and refine the donor pipeline.
  • Draft detailed research summaries on prospects to better understand estimated gift capacity, interests, relationship with the school, and philanthropic priorities.
  • Provide donor information (profiles, briefings) to aid in meetings and strategy development for events, dinners, and other interactions with important donors and prospects.
  • Assist with communications, such as donor calls, emails, mailings, and invitations.
  • Manage stewardship and communications projects from start to finish, including print collateral, annual stewardship reports, invitations, and other initiatives.
  • Edit copy for donor communications such as campaign newsletter.
  • Secure information or relay requests which may be urgent and confidential in nature.
  • Add and update contact information for donors, prospects, and alumnae.
  • Track actions in donor records. Experience with Raiser's Edge/NXT and Almabase a plus.
  • Generate reports and lists related to fundraising management, events, and constituent relations.
  • In coordination with the Director of Alumnae Engagement and Director of the Capital Campaign and Major Gifts, support donor meetings and events.
  • Assist with logistics at meetings and events including the management of outside vendors; requires occasional evening and weekend work.
  • Schedule, arrange, and coordinate external meetings, including drafting agendas and presentation materials, recording minutes, and providing follow-up.
Requirements:
  • Exceptional written, verbal, and interpersonal communication skills.
  • Advanced organizational, analytical and project management skills with attention to detail.
  • Ability to manage multiple projects simultaneously.
  • Ability to create, proofread, edit, and oversee communications materials.
  • Proficiency with Microsoft Office, Google Suite, and familiarity with database functionality and portal management (prior experience with Raiser's Edge, NXT, Almabase preferred).
  • Ability to cheerfully and professionally work on a team with responsibilities to more than one individual.
  • Minimum of an A.A. with at least two years of prior, relevant experience.