Charitable Giving Advisor

Coalition Life • Advisor • Saint Louis, Missouri • 7m ago

The Charitable Giving Advisor assists the Stewardship department in raising revenue through philanthropic giving, major gifts, grants, and monthly gifts by advising supporters on philanthropic opportunities, tax implications, and strategic planning to maximize the impact of their donations to the Organization.

The essential functions include but are not limited to:

Pray daily for the mission of Coalition Life
Assist in raising funds to meet or surpass fundraising targets
Research active and potential donors
Maintain complete and orderly records of donor activity
Schedule donor meetings for the Executive Director and perform follow-up tasks
Advise supporters on philanthropic opportunities, tax implications, and strategic planning to maximize the impact of their donations to the Organization.
Build and maintain relationships with high-net-worth individuals, families, and corporate donors
Research and submit for grant funding
Coordinate with legal, tax, and financial advisors to integrate charitable giving into clients' overall financial plans.
Build upon existing donor relationships and form new donor relationships on a regular basis.
Ensure gift acknowledgment processes remain relevant and are fulfilled.
Advise on the best ways to honor and recognize donor giving on an annual basis
Address donor questions and concerns
Identify and collaborate on development of digital and print communication opportunities to connect with donors.
Occasional night and weekend work is required

Requirements

Bachelor's degree required
5+ years of experience in direct and varied areas of stewardship, development or alumni relations, preferably in a non-profit setting.
Proactive, able to prioritize work to maximize department resources.
Excellent organizational, written and verbal communication skills
Contribute ideas and process improvements using available resources.
High attention to detail.
Ability to develop and maintain solid and effective working relationships with internal and external constituents.