Development Assistant - Planned Giving/Marketing

The Salvation Army Southern California•San Francisco, CA

8d•Onsite

About The Position

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.

Requirements

3-5 years work experience
High school diploma (required)
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, accurate and precise
Able to work independently with minimum supervision
Self-motivated and works effectively with team members who work remotely

Nice To Haves

Bachelors Degree (preferred)
CA Driver’s license (preferred)
Knowledge of Blackbaud and Crescendo software is a plus

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