Planned Giving Program Coordinator

2 weeks ago

Indianapolis, Indiana, United States National FFA Organization Full time
Job Overview

The primary role of the Planned Giving Program Coordinator is to assist the Senior Manager of Individual Giving in implementing a thorough planned giving strategy. This position involves managing communications and stewardship for individuals interested in deferred giving, estate planning, bequest donations, life income gifts, and related contributions to fulfill the Foundation's fundraising objectives.

Key Responsibilities:

  • Assist the Senior Manager of Individual Giving in overseeing the planned giving program and addressing inquiries to meet fundraising targets aligned with the strategic plan.
  • Respond to inquiries from current and prospective donors.
  • Collaborate with the donor relations team to acknowledge planned giving donors and enhance engagement with potential planned giving prospects.
  • Conduct research and data analysis to identify potential planned giving donors.
  • Coordinate with Regional Directors and Individual Giving to follow up with planned giving prospects.
  • Manage donor recognition events and data collection efforts.
  • Draft correspondence, reports, proposals, and marketing materials; maintain accurate records in the donor database and ensure proper organization of files for planned giving donors and prospects.
  • Focus on effective engagement and marketing strategies that show potential for growth.
  • Work collaboratively with other members of the fundraising team and staff.
  • Demonstrate teamwork while also being capable of working independently in a dynamic environment.
  • Exhibit strong interpersonal, listening, written and verbal communication skills, along with project management abilities and initiative.
  • Provide excellent customer service to both internal and external stakeholders.
  • Effectively prioritize tasks, organize work, manage time efficiently, and handle multiple responsibilities simultaneously.
  • Utilize problem-solving skills, attention to detail, accuracy, and maintain confidentiality.
  • Proficient in computer applications (Word, Excel, fundraising software) and capable of handling telephone communications.
  • Perform additional duties as assigned.

Qualifications:

Education:

  • A Bachelor's degree is required.

Experience:

  • 1-2 years of experience in fundraising, preferably within higher education or agriculture-related organizations, or equivalent experience.
  • Proven success in making cold calls and developing donor engagement and communication strategies.
  • Demonstrated interpersonal skills, a strong record of completing tasks, and a commitment to continuous learning.

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