Philanthropy Coordinator, Planned Giving

Beth Israel Lahey Health

2d • $50,000 - $70,000 • Onsite

About The Position

The Philanthropy Coordinator for Beth Israel Lahey Health (BILH) provides administrative support including calendar management, preparing presentations, and attending meetings. Serves as a central staff member in planned gifts, supporting the planned giving gift officers by managing small cultivation events, managing call lists and actions, managing all prospect activity in Raiser's Edge, running metrics reporting, and coordinating with planned giving gift officers on prospect activity. Also responsible for maintaining revenue Projections.

Requirements

• Bachelor's degree required.
• 1-3 years related work experience required.
• Ability to travel, occasional evening and weekend work, and to adjust to other needs of the department.
• Individual judgment and knowledge of fundraising strategy is essential.
• Advanced skills with Microsoft applications which may include Outlook, Word, Excel, PowerPoint or Access and other web-based applications. May produce complex documents, perform analysis and maintain databases.

Responsibilities

• Handles all scheduling and work with meeting space, food services, sometimes with large numbers of participants. Prepares meeting materials. Reserves meeting locations and equipment. Prepares meeting agenda and other materials. Prepares travel arrangements as needed. Records and distributes meeting notes.
• Answers telephone, takes accurate messages or directs call to appropriate person. Handles written communication with internal and external parties, maintains files. Greets and directs patients/families, visitors and staff. Responds to requests in a timely manner and provides clear and accurate information within scope of knowledge and authority.
• Coordinate with Philanthropy Central Services teams for data requests, prospect research, gift acknowledgment and stewardship activities.
• Provides general administrative support to the Philanthropy Office when needed at the discretion of the hiring manager.
• May perform research as needed and regular screenings of prospect lists.
• May represent the office and the hospital at events when needed.
• Assists with Philanthropy database requests through Mojo, including new record creation, prospect visits, contact reports, moves management, and proposal data. May be responsible for running weekly metric reports for Director of Philanthropy.
• Coordinates invitation production, mailing, and response tracking, coordinates the flow of information regarding events, which may include small dinners, galas, golf tournaments, and other cultivation events within the Philanthropy Office, performs administrative and other responsibilities as needed, and travels as necessary to events.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level