Philanthropy Coordinator, Planned Giving

Medical Teams International | Remote USA Considered, -

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Posted Date 8/05/2022
Description

This position contributes to the calling of the organization by increasing the volume of planned gifts and maintaining accurate records in the database of pending and future gifts. It interacts with donors and their families, through phone calls and notes, using a compassionate customer service mindset. Providing a best-in-class experience maintains and grows donors commitment to funding the work of Medical Teams International via bequests and annual gifts.

Medical Teams International Calling:

Daring to love like Jesus, we boldly break barriers to health and restore wholeness in a hurting world.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Process paperwork related to new planned gifts by recording donor intentions in Dynamics CRM database. Facilitate completion of forms and packets needed in response of gift notification from attorneys, estate executors, or personal representatives.
  • Execute outbound telephone calls, personalized notes and emails to cultivate existing Hope for the Future donors and newly identified prospects.
  • Create and implement quarterly touch points for Hope for the Future members. These will communicate appreciation, program updates, or event invitations.
  • Support strategy for newly identified Hope for the Future prospects. Contact segmented lists of donors to solicit for future planned gifts.
  • Coordinate logistics, in cooperation with Philanthropy Manager, for any in-person or webinar events related to cultivating existing or new Hope for the Future members.
  • Prepare distribution of annual gift to Hope for the Future members, including but not limited to securing vendor, preparing shipping lists, and handwriting notes of appreciation.
  • Prepare personalized notes expressing condolences on behalf of Medical Teams when donor in known to have passed away.
  • Distribute reports, created by Content Officer, to donors families that communicate impact of funds received.
  • Conduct annual follow up, using phone calls and emails, for pending estate gifts where donor is deceased, and funds have not yet been received.
  • Coordinate list of Hope for the Future names for donor wall and annual report.
  • Support documentation of Love in Action campaign pledges as it relates to Hope for the Future responses.
  • Maintain and improve documentation of procedures to complete tasks for this position.
  • Support safeguarding of program participants and employees through promoting an environment of awareness and upholding the code of conduct provisions of Medical Teams Protection from Sexual Exploitation & Abuse, Child & Vulnerable Adult protection, and harassment-free workplace policies.

Other Duties:

  • Assist with administrative tasks to support the Philanthropy Manager.
  • When appropriate, incorporate the use of volunteers in daily job functions and manage volunteers effectively.
  • Maintain donor confidentiality.
  • Other duties as assigned.

Qualifications

EDUCATION, LICENSES, & CERTIFICATIONS

Required:

  • Bachelors degree or combination of equivalent experience

EXPERIENCE

Required:

  • History of successfully managing multiple tasks simultaneously.
  • 1 year experience in customer service, fundraising, marketing, or similar role in nonprofit, church, or business environment or combination of equivalent experience.

Preferred:

  • 2 years experience in customer service, fundraising, marketing, or similar role in nonprofit environment.
  • Data entry or database management experience
  • Experience and comfort communicating via phone calls and handwritten notes

KNOWLEDGE, SKILLS & ABILITIES

Required:

  • Commitment to Medical Teams International Calling Statement and Core Values.
  • Knowledge of the key tenants of customer service and/or fundraising and marketing
  • Excellent relational and interpersonal skills.
  • Skilled at project management, data entry, and problem solving.
  • Ability to work collaboratively with others.
  • Ability to be organized, detail orientated, and able to work with minimal supervision.
  • Self-starter with the ability to independently plan, organize, and follow through on tasks.
  • Ability to communicate professionally and effectively with all constituents.
  • Ability to maintain and protect donor confidentiality.
  • Ability to train and manage volunteers.
  • Ability to be flexible and willing to adjust activities and priorities to take on new responsibilities as needed.
  • Ability to thrive in a fast-paced environment.

Communication Skills:

  • Strong verbal and written communication skills.
  • Confidence in making phone calls and communicating with empathy to donors.
  • Ability to represent the organization in a professional manner to donors, volunteers, and the public.

Computer Skills:

  • Moderately skilled with Microsoft Office Suite such as Outlook, Teams, Word, Excel and PowerPoint.

Preferred:

  • Moderately skilled working in a relational database such as CRM, Raisers Edge, or Sales Force.

PHYSICAL REQUIREMENTS & WORKING CONDITIONS

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Frequent use of a personal computer, database and digital platforms, and other office productivity machinery, such as a copy machine and computer printer.
  • Frequently uses hands, fingers, and arms to reach, handle, touch or feel equipment, medical instruments, materials, computer.
  • Frequent communication and exchange of information among colleagues and persons of concern which requires the ability to speak, hear, convey and express oneself.
  • Frequent close vision and the ability to adjust focus.
  • Occasionally ascends/descends stairs, steps, or ladder
  • Occasionally move about inside an office to access file cabinets, office machinery, meet with colleagues, etc.
  • The employee must occasionally lift and/or move up to 10 pounds.
  • Seldom to occasionally positions self to stoop, kneel, crouch, or crawl.
  • If in travel status, occasional to frequent traversing over rough or steep terrain in either a motor vehicle or on foot.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • The noise level in the work environment is usually moderately quiet.
  • The employee may be required to travel to remote areas of the world where there are potential health hazards and risks, limited hygiene facilities, extreme weather, and very basic living conditions.
Listing Type
Jobs
Categories
Nonprofit
Position Type
Full Time
Employer Type
Direct Employer

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