Advancement Coordinator

TRINITY EPISCOPAL SCHOOL•Charlotte, NC

About The Position

Trinity Episcopal School seeks a detail-oriented Advancement Coordinator to join our team on April 1, 2026. This is a full-time, 12-month non-exempt position reporting directly to the Annual Giving and Alumni Relations Manager. The Coordinator plays a vital role in the Office of Advancement, providing essential database management, financial tracking, and administrative support. The successful candidate will be instrumental in the planning and implementation of strategic goals and special events that drive the school’s mission forward. The Advancement Coordinator supports the work of the School by promoting the mission, values and policies of Trinity Episcopal School.

Requirements

Familiarity with and a commitment to the mission of independent schools and Trinity Episcopal School, and a commitment to our three core values of scholarship, diversity, and spirituality is a must
Respect and passion for Trinity Episcopal School’s mission and vision
A love for students and a willingness to go above and beyond in the best interests of students
Ability to model, promote, and provide opportunities for students to live into the Trinity Honor Code
A firm understanding of cultural competency as it relates to students, faculty, and staff of varying racial, ethnic, religious, gender, cultural, disability, sexual orientation, and socioeconomic backgrounds
Bachelor’s degree preferred
Expert knowledge of Microsoft Word, Excel and BlackBaud’s Raiser’s Edge (database view and NXT) and experience or working knowledge of Google systems
Must be extremely organized, possess the ability to multitask, and meet project deadlines
Ability to represent the School to external constituents and work effectively with internal constituencies of various generations and cultures.
Must maintain a high level of confidentiality
Excellent written, oral and interpersonal skills
Integrity, sound judgment, self-confidence, maturity and a sense of perspective
Maintain a warm and professional tone for interacting with parents, alumni, and faculty.
Demonstrates initiative, adaptability, and the ability to work independently to solve problems
A high level of energy and ability to work on multiple tasks/projects
Must be able work evenings and weekends on occasion.
Maintains standards of professional competence, adheres to a professional code of ethical conduct, and attends continuing professional education workshops and seminars
Ability to walk through campus
Ability to assist with some event set-ups, as needed (moving chairs, tables, etc.)

Responsibilities

Maintains database by updating contact information, professional titles, meeting notes and actions, and relationship links for all constituents in Blackbaud’s Raiser’s Edge with a high degree of accuracy
Track outstanding pledges and send periodic reminders to donors.
Generate, personalize, and mail timely gift acknowledgement letters and tax receipts (typically within 48–72 hours of receipt).
Creates and maintains tracking systems (i.e. campaigns, funds and appeals used for gift entry), spreadsheets, and databases to support Advancement Office activities and assigned projects
Tracks guest attendance for special events in Raiser’s Edge
Receives and processes confidential and sensitive information with discretion and in accordance with established guidelines or legal standards
Files electronic and/or hard copies of correspondence and donations
Conducts prospect screening, research and segmentation
Accurately record all charitable contributions (cash, checks, credit cards, stocks, and matching gifts) into the Raiser’s Edge database.
Posts gifts to the General Ledger and prepare posting reports for the Business Office
Collaborate with the Business Office to ensure all gifts are coded correctly and reconcile monthly development reports with the general ledger.
Prepares and provides daily and weekly financial and statistical reports for the Advancement Office
Prepares and provides monthly and year-end fiscal reports to the business office and auditors
Supports all planning and logistics for Advancement Office meetings and events; coordinates Facilities Requests and set-up; partners with internal and external vendors for catering and decor as needed; manages invitation mailings and RSVPs; prepares meeting/event materials; assists with on-site logistics and handles any other event-related tasks as directed by the Chief Advancement Officer
Assists the Advancement Department in all areas including fundraising, donor relations, marketing and volunteer coordination
Assists with donor prospect research utilizing Raiser’s Edge software and online resources
Initiates routine tasks and actions not requiring immediate attention of the Annual Giving Manager
Coordinates a variety of donor mailings, including invitations and newsletters
Prepares reports, memos, forms, correspondence and presentations when needed
Attends and takes minutes at Development Committee meetings and distributes the minutes promptly
Orders materials, supplies, and equipment upon approval of the Chief Advancement Officer
Maintains accurate and detailed calendar of events, due dates, and schedules
Other responsibilities may be assigned by the Chief Advancement Officer or Head of School