Coordinator, Philanthropic Services

The Chicago Community Trust•Chicago, IL

4d•$74,475 - $84,405

About The Position

The Coordinator, Philanthropic Services supports the engagement of current and prospective donors through database, event, meeting, and customer-service support. As a front-line service and administrative resource, the role provides responsive donor support to the Philanthropic Services department, helping the Trust maintain and secure high-quality relationships with donors. The position reports to the Senior Director of Operations.

Requirements

Two to three years of donor-facing experience.
Strong verbal and interpersonal communication skills and the ability to respond to a variety of donor requests.
CRM database management experience.
Ability to prioritize, multitask, and work collaboratively with a variety of teammates.
Exceptional organization and attention to detail.
Ability to maintain confidentiality.
Self-starter who thrives with light managerial oversight.

Nice To Haves

Salesforce experience is strongly preferred.
Bachelor’s degree preferred.

Responsibilities

Coordinate donor-advised fund grantmaking, including entering grant recommendations and tracking proposals, reports, and due diligence.
Create and mail tribute letters, dormant fund policy notifications, and other donor correspondence as needed.
Process incoming correspondence related to funds.
Monitor the donor services inbox, respond appropriately to donor inquiries, and generate reports and support streamlined activities.
Print and mail donor-advised fund statements for contacts who prefer non-electronic communication.
Prepare meeting materials for Philanthropic Advisors, including Annual Philanthropic Reviews, briefing memos, presentations, and reports.
Support events through briefing memo preparation and distribution, RSVP tracking, registration, name tags, and other general administrative tasks.
Assist with vendor management, including submitting and monitoring contracts and required vendor documentation.
Provide onsite event support and staffing as needed.
Enter new Contacts and Accounts accurately into Salesforce using information from fund applications, the Philanthropic Services Team, and the Electronic Documents Management system.
Provide daily correspondence about new data entry within the Trust and with external financial partners.
Serve as the primary Salesforce point of contact for donor, professional advisor, and prospect updates for the Philanthropic Services team.
Maintain donor database integrity, including eliminating duplicate contacts or accounts and coordinating with Finance, Innovation & Technology, and Philanthropic Services as needed.
Ensure soft credits are properly allocated to secondary donors.
Update Contact, Account, and Fund data for the Philanthropic Services team, including information updates, divorces, deaths, classifications, and Donor Portal permissions.
Occasionally assist PS Senior Directors with scheduling and meeting preparation.