Development and Philanthropic Services Coordinator

Job Summary

We are seeking an energetic and detail-oriented Development and Philanthropic Services Coordinator to join our dynamic team. This pivotal role is designed to provide essential administrative, project, and donor engagement support to all members of the Development and Philanthropic Services team. The role coordinates cross-functional tasks, support donor stewardship activities, and manages special projects such as the Legacy Society and the Professional Advisors Council. This role ensures donor experiences are consistent, timely, and well-documented in alignment with the CFO's mission, vision, and values.

Duties

• Handle welcome process for all donor and agency established funds.
• Provide administrative, project, and logistical support to the Development team, including meeting preparation, calendar coordination, agenda preparation, follow-up tracking and coordination of team priorities.
• Track Development team action items, donor follow-ups, stewardship commitments, and project deadlines to support timely and consistent relationship management.
• Maintain organized Development files, donor materials, meeting notes, project records, and related documentation in accordance with internal procedures.
• Serve as a professional and responsive point of contact for routine donor and agency partner questions, requests, and meeting coordination, escalating complex or sensitive matters to appropriate Development staff.
• Assist with donor and agency partner engagement activities, including visits, meetings, recognition opportunities, small gatherings, and other stewardship touchpoints.
• Coordinate with internal teams to ensure donor and agency partner information is accurate, current, and consistently documented in CSuite.
• Maintain accurate Professional Advisors Council records in CSuite and related tracking tools, including member information, participation, history, communications, and engagement notes.
• Assist with planning and execution of Professional Advisors Council programs, events, educational sessions, and outreach efforts in coordination with Development staff.
• Coordinate data, communications, recognition,a nd program support for the Legacy Society, including member tracking, stewardship activities, event support, and documentation of planned giving intentions as appropriate.
• Maintain accurate Legacy Society records and engagement history in CSuite, ensuring information is complete, confidential, and consistently coded.
• Generate Development reports, lists, and exports to support donor stewardship, prospect management, event planning, campaign tracking, and leadership updates.
• Coordinate with the Database Coordinator, the Operations team, and the Development and Philanthropic Services team to support consistent data-entry standards, relationship tracking, and reporting practices
• Assist with donor stewardship activities, including preparing thank-you correspondence, impact updates, recognition lists, donor reports, and other touchpoints that support meaningful donor engagement.
• Support creation and maintenance of donor stewardship plans, timelines, and tracking tools.
• Assist with basic prospect research, donor background preparation, agency partner information gathering, and other research needed to support Development team relationship-building.
• Support designated fund administration by reviewing fund records, monitoring spendable balances and beneficiary organizations, coordinating annual distributions, maintaining accurate documentation, and managing follow-up reporting to help ensure funds are used in alignment with donor intent.
• Assist with coordination of family philanthropy meetings and activities, including preparing agendas, gathering fund information, documenting next steps, and supporting follow-up with family members and internal staff.
• Provide backup support to Development staff for donor-advised agency partner grant processing as assigned, including preparing documentation, entering or reviewing information, tracking approvals, and coordinating follow-up with internal staff.

Requirements

• Proficiency with Microsoft Office Suite software; strong working knowledge of Word Excel and familiarity with PowerPoint.
• Technical capacity to learn and understand database systems.
• Ability to handle sensitive information with discretion and confidentiality.
• Excellent verbal and written communication skills in a professional tone.
• Strong organizational and project management skills with attention to detail.
• Ability to manage multiple priorities and deadlines.
• Ability to work independently on a team, be self-motivated, and meet departmental team goals.
• Ability to work in a fast-paced, team environment with frequent interruptions.
• Ability to work occasional early mornings or evenings.

Join us in making a meaningful difference! This position offers an exciting opportunity to develop your skills in a vibrant environment dedicated to community impact through innovative philanthropy efforts.

Pay: $41,600.00 per year

Benefits:

• 403(b) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Work Location: In person