The Major and Planned Giving Coordinator provides frontline donor services and administrative support for individual giving and fundraising operations. The role involves responding to donor inquiries, maintaining accurate donor records, processing gift information, supporting donor recognition activities, and assisting with fundraising and community events.
Key Responsibilities
Respond to donor calls, messages, and emails professionally and promptly.
Serve as a primary contact for donor inquiries and requests.
Acknowledge and process contributions and donor communications.
Record and maintain accurate donor interactions and account information in CRM databases.
Update donor records, including returned mail, donor changes, duplicate accounts, recognition listings, and salutations.
Identify and process electronic and other gift information for internal use.
Maintain gift logs and related fundraising records.
Provide administrative and operational support to the fundraising team.
Assist with donor and community events.
Handle multiple priorities while maintaining accuracy, professionalism, and confidentiality.
Required Qualifications
Bachelor's degree or equivalent education.
Excellent verbal, written, and listening communication skills.
Strong customer-service and interpersonal skills.
Excellent organization, attention to detail, multitasking, and problem-solving abilities.
Ability to work independently and collaboratively.
Experience with fundraising databases or CRM systems preferred.
Proficiency with Microsoft Office and standard computer applications.
Ability to handle sensitive donor information with discretion.
Strong time-management skills and ability to work under changing priorities and deadlines.