Development Associate/Full-Time Temporary
About the position Responsibilities • Support the Director of Development and Planned Giving Consultant in implementing strategy for planned giving prospect cultivation and donor visits. • Coordinate prospect identification, outreach, follow-up materials, and record all activity in Tessitura. • Pull call and prospect lists from Tessitura for outreach from Planned Giving Consultant. • Coordinate planned giving mailings, special stewardship mailings, and donor recognition lists. • Field and follow up on leads and inquiries related to Planned Giving. • Administer and acknowledge planned gifts and bequests, ensuring accurate updating of plans and donor records in CRM. • Process and track Planned Giving expenses, ensuring supporting materials are properly coded and saved. • Merge and mail annual giving letters to the Board of Trustees, track responses, and prepare gift acknowledgments. • Assist with donor thank you calls as needed. • Gather materials for Board Report and ad hoc data hygiene projects. • Conduct prospect research as needed. • Support department for events, mailings, and special campaigns. Requirements • Undergraduate degree with at least three years of related development experience. • Experience using CRMs, with Tessitura being a plus. • High proficiency in Microsoft Word and Microsoft Excel. • Basic experience with Photoshop, Adobe, or other graphics software. • Previous experience in a fundraising office preferred, though transferrable skills are appreciated. • Exceptional attention to detail. • Strong written, verbal, and interpersonal communication skills, including willingness to speak with donors. • Ability to manage multiple projects simultaneously and prioritize tasks accordingly. • Ability to work independently and with a team. • Willingness to learn and ask questions. • Flexible, 'can-do' demeanor essential. Nice-to-haves • Experience in a fundraising office preferred. • Familiarity with Tessitura CRM. Benefits • Hybrid work environment • Possibility of extension or conversion to permanent position