Planned Giving Operations Specialist


Job Description


Work Location : US - Atlanta, GA Type of Post : Not Applicable Other Possible Location : Funding : APPROVED Expected Travel : up to 10% Type of Contract : Language Requirement : ENGLISH Application Deadline : Employee Duration : Full-Time

The Major Gifts and Planned Giving program at CARE is responsible for securing over $70 million annually from generous philanthropists to combat poverty and respond to humanitarian crises worldwide. Reporting to the Director" id="link" class="link">Executive Director of Planned Giving, the Operations Specialist plays a pivotal role in ensuring that the Planned Giving team can meet and exceed its annual Fundraising goals. This is an exciting opportunity to help build a multi-channel planned giving Marketing campaign and manage process improvements.


Donor Acquisition

Contribute to the creation, development, and deployment of Planned Giving-specific donor marketing materials through direct and digital mail and paid search campaigns. Oversee website functionality and performance with an analytics dashboard. Serve as the primary point of contact for donor inquiries and new leads, managing phone, email, and web inquiries. Help grow legacy society through vendor partnerships and track progress. Prepare written materials, supporting documents. Planned Giving Program Administration

Open, organize, and prioritize all mail coming to the Planned Giving Office, and follow up on inquiries, coordinating the next steps with colleagues as needed to ensure timely outreach and response. Serve as the knowledge manager for maintaining all planned giving program documents electronically and on SharePoint as appropriate. Responsible for information and spreadsheet management and reconciliation. Data Management

Oversee and maintain large datasets for direct mail and digital mail campaigns. Help maintain accurate records for donors in Salesforce database, updating contact information, entering new donor data, and recording death notifications. Support Planned Giving team Salesforce Database Management, ensuring full adoption of policies and practices.


Bachelor’s degree or equivalent combination of education and work experience. 2+ years of administrative support experience, preferably within the nonprofit sector. Strong computer skills, including experience with donor database management (Salesforce preferred) and Microsoft products, including Outlook, Teams, Word, Excel, PowerPoint, and SharePoint. Superb attention to detail and outstanding written and verbal communication skills. Must be comfortable talking to donors on the phone and responding to donors by email. Demonstrated Project Management skills. Ability to take initiative and ownership over sometimes ambiguous tasks, multiple shifting priorities, and situations with little oversight.

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