Senior Coordinator, Development - Gift Planning

Job Locations
US-NY-New York
Type
Regular, Full-Time
Job Category
Development/Fundraising
ID
2021-4821
City
New York
State/Province
NY

Overview

The National Audubon Society is a nonprofit conservation organization that protects birds and the places they need, today and tomorrow. We work throughout the Americas using science, advocacy, education, and on-the-ground conservation. Audubon’s state, regional, national, and international programs, nature centers, and chapters have an unparalleled wingspan that reaches millions of people each year to inform, inspire, and unite diverse communities in conservation action. As a sentinel species, we recognize that the fate of birds is inextricably tied to the fate of us all.

 

Audubon has more than 700 staff working across the United States and seven countries in 17 state and regional offices, 41 nature centers, and 23 wildlife sanctuaries. Together as one Audubon, we aspire to alter the course of climate change and habitat loss, leading to healthier bird populations and reversing current trends in biodiversity loss.

 

Audubon is committed to a culture of workplace excellence, where our talented and diverse staff are deeply engaged, with a strong sense of belonging. The birds Audubon pledges to protect differ in color, size, behavior, geographical preference, and countless other ways. By honoring and celebrating the equally remarkable diversity of the human species, Audubon will bring new creativity, effectiveness, and leadership to our work throughout the hemisphere.

Position Summary

Reporting to Audubon’s Director of Gift Planning, the Senior Coordinator, Development - Gift Planning will manage a portfolio of gift planning donors and prospects, and will play a lead role in supporting Audubon’s Charitable Gift Annuity (CGA) program, including the coordination of state reporting requirements with outside vendors. An essential member of the gift planning team, the Senior Coordinator will work with the Director to broaden the scope and effectiveness of Audubon’s gift planning initiatives, support gift planning communication efforts with Audubon donors and colleagues, and will be responsible for administrative support to the Director. The Senior Coordinator will be responsible for working collaboratively with a wide array of individuals across National Audubon Society, including development colleagues, natural partners and program leaders with fundraising roles.

Essential Functions

Donor Relations and Portfolio Management

  • Serves as the primary contact for all CGA donors, providing assistance to annuitants and prospects via phone and email, and processing gift contracts.
  • Manages a portfolio of 50-75 mid-level legacy and CGA donors and prospects. This includes determining cultivation and stewardship plans for those donors and tailored asks as appropriate.
  • Manages the ongoing stewardship of donors in the Grinnell Legacy Society (GLS), collaborating with the Director to design and implement an annual stewardship plan. The stewardship plan will include annual phone calls to GLS members, birthday greetings, and 2-3 annual mailings and/or email updates.
  • Supports the Director in identifying new gift planning prospects and advancing their cultivation.
  • Responds to donor inquiries via phone and email, and/or triages needs to other team members.

 Department Support & Operations

  • Uses Salesforce to manage the GLS pipeline, create and maintain donor records, develop reports, and assign tasks to team members to coordinate donor communications.
  • Manages and produces routine correspondence for legacy gift inquiries and acknowledgements.
  • Develops a deep understanding of and utilizes specialized gift planning software (PG Manager, GiftWrap) to generate key reports and contracts for life income donors.
  • Coordinates mailings with outside vendors; merge/mail small-batch communications.
  • Works closely with State Street Bank to manage CGA gifts and financial reports.
  • Maintains hard and electronic files for donor gifts, CGAs, and essential financial reports from State Street Bank.
  • Manages the CGA reporting calendar with 3rd-party vendor PG Calc, to submit required state reporting on Audubon’s annuity fund.
  • Supports the Director and Controller in providing audited CGA documents to the State of New York.
  • Ensures that donor information and records are highly organized and kept in compliance with Audubon policies and best practices.
  • Processes invoices through Audubon’s online invoicing system.

Qualifications and Experience

  • Bachelor’s degree and 3 or more years’ experience in development, administration, and/or communications preferred. The equivalent combination of education and experience will also be considered.
  • Advanced proficiency in Microsoft Office suite including Word, Excel, Outlook, and Power Point.
  • Experience with Salesforce strongly preferred. Experience with other donor management software and web-based CRM systems will be considered.
  • Strong interpersonal skills. Must be comfortable speaking with strangers and have a friendly demeanor. Ability to interact with a wide variety of internal and external stakeholders, such as Board members, other VIPs, and colleagues at all levels of the organization is also important.
  • Excellent written skills and organization with attention to detail.
  • Ability to work independently in a fast-paced environment, manage multiple projects simultaneously, prioritize tasks, and ensure deadlines are met. Ability to balance independent work with effective team collaborations.
  • Ability to maintain confidential information with discretion and integrity.

 

 

This position is a union eligible position and is represented by the Communications Workers of America (CWA).

EEO Statement

The National Audubon Society is a federal contractor and an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We are committed to a policy of nondiscrimination, inclusion and equal opportunity and actively seek a diverse pool of candidates in this search.

Accessibility Statement

The National Audubon Society endeavors to keep our careers site accessible to any and all users.  If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Accommodations@audubon.org. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

COVID Policy

All staff must be fully vaccinated against COVID-19 no later than January 31, 2022, unless they are approved by Human Resources for a qualified exemption. Those unvaccinated after January 31st will be required to follow a weekly testing protocol.

 

All unvaccinated staff are required to wear masks or other approved facial coverings while working indoors at all times or outdoors when social distancing cannot be maintained. Further, effective December 13th, any unvaccinated staff person entering an Audubon building must submit a negative Covid-19 test that has been taken within 72 hours. 

 

This policy is effective through February 27th and may be changed due to changes in the law and/or changes to Audubon policies such as the Return to Work/Hybrid Work policy.

 

All new hires must be fully vaccinated prior to their start of employment unless they are pre-qualified by HR for exemption.

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