Planned Giving Associate
CurrentResponsible for maintaining and monitoring the planned giving budget. Work with the planned giving director and manager to establish and monitor annual budget; create and maintain budget spreadsheets; track invoices; reconcile expenses with monthly finance reports. Responsible for implementing all aspects of the planned giving marketing program, including: mail, telephone, website, and e-mail promotions. Work with the planned giving team to determine annual marketing strategy. Act as liaison to vendors to implement mail, telephone, website, social media, and email marketing efforts. Conduct analysis of marketing efforts and make recommendations based on results. Information request fulfillment and donor cultivation mailings. Communicate with donors and prospects via telephone, mail, and e-mail. Oversees the planned giving interface with the donor database. Input data on member inquiries, interests, concerns, and special requests. Research all new Wildlife Legacy Society members and identify and analyze prospects to help with cultivation strategies.