Arts/Cultural/Humanities, Community, Social Services, Nonprofit, Other
Wolf Trap Foundation for the Performing Arts seeks a Coordinator, Planned Giving to coordinate the internal operations of the Foundation’s Planned Giving program, including the development and execution of marketing, cultivation, stewardship, and administration plans. Serve as a key Planned Giving team member in managing multi-faceted communications for donors, prospects, and advisors, while developing correspondence, marketing materials and strategies, and creative content. Manage electronic data and confidential records. With the Foundation’s Special Events team, coordinate cultivation and stewardship events, including seminars with advisors and activities related to the Catherine Filene Shouse Legacy Circle, Wolf Trap Foundation’s planned giving society. Manage administration and stewardship for named endowment funds, as well as memorial and tribute giving.
DUTIES AND RESPONSIBILITIES:
Donor and Prospect Relations
Develop and manage cultivation and stewardship for Legacy Circle members, prospects, and advisors.
Coordinate all aspects of communications, including phone, email, personalized correspondence, direct mail, and creative content.
Develop written communications, including acknowledgements, proposals, donor profiles, and stewardship reports.
Manage planned gift inquiries, track and cultivate prospects, and determine and execute effective follow-up actions.
Collaborate with Wolf Trap Foundation’s Special Events Team to plan, execute, and evaluate planned giving events, including the annual Legacy Circle Dinner and seminars. Identify and implement other opportunities to engage planned giving donors and prospects in Wolf Trap Foundation’s mission.
Schedule and lead event debrief meetings and oversee follow up activities.
Attend Wolf Trap fundraising and cultivation events; provide occasional on-site assistance working guest registration and other duties as assigned.
Create and update marketing strategy and materials, including digital and print content.
Manage direct mail process, including print materials, mailing lists, time lines, and vendor relationships.
Prepare materials for seminars.
Manage key information for planned gift donors, prospects, and advisors in The Raiser’s Edge database, including proposal records, prospect actions, profiles, gift agreements, and gift detail.
Create reports and develop strategic mailing lists.
Manage recognition for legacy and endowment fund donors, including updates to recognition listings.
Manage calendar and project time lines for planned giving program.
Process planned gifts and intentions, estate gifts, and memorial and tribute gifts.
Manage pledge reminders and multi-year payment schedules as needed.
Coordinate charitable gift annuity program marketing and administration.
Process gifts of personal property.
Manage all aspects of memorial and tribute giving, including website information, online giving, gift processing and acknowledgment, and serving as point of contact.
Maintain and update confidential files.
Other duties as assigned by Director, Planned Giving.
EDUCATION AND EXPERIENCE:
BA/BS degree and 2-4 years related experience
Experience in a non-profit organization preferred; experience in planned giving a plus
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
Excellent customer service skills, with particular interest in working with older donors
Strong written and oral communication skills, proofreading, and attention to detail
Demonstrated ability to manage projects, handle multiple tasks, and meet deadlines
Proficient in Microsoft Office programs; familiarity with The Raiser’s Edge preferred
Sensitivity to confidentiality and ethical considerations related to prospect and donor information
Independent, responsible, creative, and self-motivated, with the ability to participate effectively in a team environment
Ability to work some evenings and weekends, especially over the summer season
Sensitivity and commitment to the mission of Wolf Trap Foundation for the Performing Arts
Wolf Trap Foundation for the Performing Arts is an Equal Opportunity Employer.
About Wolf Trap Foundation for the Performing Arts
As America's National Park for the Performing Arts, Wolf Trap plays a valuable leadership role in both the local and national performing arts communities. Through a wide range of artistic and education programs, Wolf Trap enhances our nation's cultural life and ensures that the arts remain accessible and affordable to the broadest possible audience.