Development Assistant - Planned Giving/Marketing

Job Description

Job Description

OVERVIEW:    

The Administrative Assistant will provide administrative support to the Planned Giving Directors and the Director of Marketing and Communications on an estimated basis of 30 hrs/week for Planned Giving and 10 hrs/week for Marketing. This position is a vital part of the Development team and requires efficient attention to detail.  

This position is based in our Golden State Headquarters office in San Francisco.  

DUTIES AND RESPONSIBILITIES:  

• Support the mission of The Salvation Army and understand the goals and objectives of the Development Department and the Golden State Division 

• Create print and digital marketing collateral utilizing platforms such as Canva and appropriate AI tools for planned giving and divisional marketing needs 

• Support seasonal fundraising campaigns across the division by ensuring timely data entry and reporting, communicating required action steps to corps officers, and assisting with divisional compliance efforts in partnership with the Divisional Kettle Coordinator. 

• Understand and be able to explain the functions of The Salvation Army structure and planned giving fundraising techniques 

• Conduct donor research as approved and directed  

• Manage Gift Planning marketing calendar and coordinate and execute marketing projects with the Planned Giving team on an ongoing monthly basis 

• Conduct follow-up stewardship calls with donors after marketing projects. 

• Make appointments with donors for Planned Giving directors as requested. 

• Reply to general email and phone correspondence as needed 

• Maintain appropriate donor files and database(s) as required by Planned Giving Directors 

• Ensure accuracy and up-to-date records are maintained on all donors 

• Ensure donations are promptly recorded, coded, and notify Donor Care for inclusion on the Divisional centralized donor database 

• Assist with general development department projects, such as the planning and execution of special events, data entry, and other projects and duties as assigned 

• Provide general administrative support to the Director of Marketing and Communications 

EDUCATION AND EXPERIENCE:   

• 3-5 years work experience 

• High school diploma (required), Bachelors Degree (preferred) 

• CA Driver’s license (preferred)  

SKILLS AND ABILITIES:  

• Able to demonstrate strong written and verbal communication and customer service skills 

• Has a marketing mindset and able to be creative in helping to create marketing collateral for planned giving and general marketing needs 

• Able to take initiative 

• Capable of handling and controlling multiple projects while being detail-oriented, acccurate and precise 

• Able to work independently with minimum supervision 

• Self-motivated and works effectively with team members who work remotely 

• Knowledge of Blackbaud and Crescendo software is a plus 

EQUIPMENT USED:    

• Modern Office Equipment and Relevant Software 

PHYSICAL REQUIREMENTS:  

• Ability to lift up to 25 lbs. (Usually file boxes) 

ADA Statement:  

Qualified individuals must be able to perform the essential duties of the position with or without accommodation.  A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests if the accommodation needed is reasonable and no undue hardship would result. 

Acknowledgment of Religious Purposes of The Salvation Army:  

The employee acknowledges that he/she has been informed and understands The Salvation Army’s religious purpose and status as a church.  The employee agrees that he/she shall do nothing to his/her relationship with The Salvation Army as an employee to undermine its religious mission.  The employee agrees and understands that his/her services are a necessary part of The Army’s religious purposes and his/her work-related conduct must not conflict with, interfere with, or undermine such religious programs or The Army’s religious purposes. 

At-Will:  

I hereby understand and acknowledge that, unless otherwise defined by applicable law, any employment relationship with this organization is of an “at-will” nature, which means that the Employee may resign at any time and the Employer may discharge the Employee at any time with or without cause.  It is further understood that this “at will” employment relationship may not be changed by any written document or by conduct unless such change is specifically acknowledged in writing by an authorized executive of this organization.