Relationship Manager (Planned Giving Officer | Chartered Advisor In Philanthropy)
Current• Implement customized strategies to generate bequest commitments and revenue through existing or new channels, such as events, seminars, and donor journeys for constituents. Coordinate Compassion's involvement/partnerships with each assigned relationship, manage the process for flow and reporting from Planned Giving's multiple lead sources, and work toward specified revenue/event goals.• Serve as an intermediate relationship manager in a professional fundraising environment with particular… Show more • Implement customized strategies to generate bequest commitments and revenue through existing or new channels, such as events, seminars, and donor journeys for constituents. Coordinate Compassion's involvement/partnerships with each assigned relationship, manage the process for flow and reporting from Planned Giving's multiple lead sources, and work toward specified revenue/event goals.• Serve as an intermediate relationship manager in a professional fundraising environment with particular emphasis on cultivation and stewardship of donors and constituents of Compassion's ministry.• Follow up on leads from unique fundraising and cultivation activities/campaigns for the purpose of generating revenue, increasing retention, identifying prospects, and acquiring commitments/sponsorships.• Complete fundraising and stewardship reports based on established format for both internal use and constituent use as needed.• Coordinate and schedule video calls with donors. Show less