Senior Coordinator, Gift Planning and Donor Services

Position:        Senior Coordinator, Gift Planning and Donor Services Department:   Philanthropy FLSA Grade:  Full-Time, Exempt Salary:            $71,000 - $75,000   Position Elements: The Senior Coordinator, Gift Planning and Donor Services, is an integral member to the Gift Planning team who will utilize knowledge of gift planning vehicles, marketing strategies specific to legacy giving, and the data analytical skills necessary to play a key role in legacy giving prospect management, donor stewardship, marketing, and supervision of the trust and bequest administration work for the LA Phil’s growing Gift Planning effort (“Gift Planning Office” or “GPO”). Working closely with the GPO and the overall Philanthropy Department and other staff, particularly the Philanthropy Operations team, the Senior Coordinator, Gift Planning will participate in preliminary fundraising activities to effectively coordinate prospect visits and proposals and donor stewardship.   Administrative Support Provide day-to-day administrative support for the GPO, including scheduling meetings, managing phone coverage, preparing correspondence and visit packets, creating advanced PowerPoint presentations, maintaining files, and administering the budget. Anticipate GPO needs by understanding the program’s key success drivers and monitoring upcoming schedules and events. Stewardship and Events Plan and execute prospecting and stewardship events of varying size and scope—including pre- and post-concert receptions, private receptions, lectures, and legacy planning presentations—to advance gift planning efforts. Support the Special Events team with large-scale events, including the Clark Society Luncheon. Administer the LA Phil’s legacy society, the William Andrews Clark Society, by promptly processing new memberships, inviting members to events, and coordinating mailings. Draft and develop various documents, letters, memos, and reports relating to stewardship, internal and external requests, and information analysis.   Coordinate stewardship and recognition for gift planning donors, including donor listings and giving levels. Marketing  Oversee GPO marketing strategy, production, distribution, and data management throughout the calendar year. Coordinate newsletters, postcards, brochures, website updates, and other gift planning materials; serve as the primary liaison with internal staff and external marketing and communications vendors; document campaigns and responses in Tessitura; and periodically refine processes for efficiency. Data, Systems, and Reporting Maintain accurate gift planning information in Tessitura by entering and updating donor, prospect, proposal, and visit data; researching biographical information and donor interests; preparing visit packets; tracking trip changes and visit reports; creating and troubleshooting custom reports; and monitoring proposals for timely updates and follow-up. Analyze and communicate legacy giving performance through portfolio, pipeline, contact activity, and campaign reports, presenting key fundraising data to GPO staff, LA Phil Development staff, and Board members.   Analyze and segment donor data to support targeted gift planning and legacy giving initiatives.    Donor Services   Support gift officers across the Philanthropy team with donor ticketing requests, liaising with donor associates to coordinate ticket reservations, upgrades, exchanges, and subscription packages   Coordinate timely and accurate fulfillment of donor benefits, including ticketing privileges, event access, valet parking, recognition, and other benefits associated with giving levels.  Maintain accurate records of donor ticketing requests and benefit fulfillment, flagging outstanding items and communicating updates to gift officers.  Serve as a responsive point of contact for donor ticketing and benefit inquiries, partnering with gift officers and internal departments to resolve issues and provide a seamless donor experience.  Assists with other fundraising projects and duties as assigned.   Job Requirements: Bachelor’s degree with at least 2 years’ experience in planned giving, fundraising, donor relations, trust administration, marketing, data management, or a legal environment. Strong interpersonal and relationship building skills; with demonstrated success in professional environments, with the ability to relate well and inspire confidence among others. Must be highly disciplined, a proven team player, and a self-starter, who can work with minimal supervision. Must be able to set priorities and work independently with frequent interruptions, while balancing multiple requests.  Extremely detail oriented with excellent written and verbal communication skills, with outstanding proofreading skills required.  Data-driven and technically proficient with advanced proficiency with Microsoft Word, PowerPoint, Excel and PG Calc. Knowledge of donor databases and familiarity with Tessitura a plus.  Ability to use discretion and independent judgment to derive useful information in communication with donors and their families on sensitive issues and in relation to confidential information. Must possess strong customer service orientation and skills, demonstrating a professional and friendly demeanor and ability to anticipate and provide helpful service to internal and external customers. Be willing and able to work some nights and weekends.