Charitable Gift Planning Relations and Marketing Coordinator

at The Salvation Army in Portland, Maine, United States

Overview

Responsibilities

+ Coordinate and manage various aspects of charitable gift planning and marketing initiatives within the NNE Division.

+ Develop strategies to promote planned giving opportunities, cultivate relationships with donors, and ensure the successful implementation of charitable gift planning programs.

+ Assist in the development of marketing materials that accurately represent charitable giving vehicles and comply with applicable legal and ethical standards.

+ Interact by phone and email with donors, vendors, and estate planning professionals.

+ Track donor responses to marketing appeals, print and digital advertising, and surveys.

+ Triage and respond to donor/prospect inquiries; set follow-up tasks.

+ Integrate direct mail, major gifts, planned giving, and corporate/grant relations by managing timelines and donor/prospect lists.

+ Maintain accurate records of all donor/prospect touchpoints including marketing responses, gifts/pledges, event participation, holidays/birthdays, and estate planning illustrations.

+ Input and extract donor data; stay abreast of database updates (Salesforce).

+ Conduct monthly review of bequests from estate database (Lotus Notes).

+ Communicate weekly with Territorial Headquarters (SharePoint, Microsoft Teams).

+ Run illustrations for charitable gift annuities using PG Calc software.

+ Assist in preparation and distribution of weekly e-newsletters.

+ Ensure data integrity and confidentiality with Salvation Army policies and donor privacy standards.

+ In collaboration with the Director of Gift Planning, manage and curate the annual estate planning webinar (technology support, RSVPs, set-up, marketing).

+ Work with members of the Community Relations and Development team to implement donor receptions and special events.

+ Assist in preparation of invitations, programs, RSVPs, name tags, and table materials for gift planning events.

+ Coordinate stewardship activities for charitable gift planning donors.

+ Coordinate mailings and marketing efforts to engage donors effectively.

+ Keep abreast of IRS charitable gift substantiation requirements, including acknowledgment language, receipting standards, and disclosure obligations.

+ Monitor and remain informed of changes to United States federal tax statutes and regulations impacting charitable giving vehicles, including but not limited to charitable gift annuities, bequests, trusts, and qualified charitable distributions.

+ Support adherence to Salvation Army territorial and national policies regarding charitable gift acceptance and compliance.

Qualifications

+ Bachelors degree in related field and three to five years related experience; or equivalent combination of education and experience.

+ Previous knowledge of charitable gift planning, gift vehicles, marketing channels, and donor cultivations and stewardship strategies in relation to the overall resource development program.

+ Prior experience with Salesforce or similar constituent relationship management software

+ Some experience with Crescendo or PG Calc for use in illustrations and marketing

+ Proficiency with Microsoft Office suite, Windows Platform and Adobe is preferred

+ Exceptional customer service and communications skills (written and verbal) for managing relationships with donors, attorneys, financial advisors, and Salvation Army Officers

+ Demonstrated ability to work collaboratively on a team

+ Time management, customer service, and marketing skills are essential

+ Generous paid time off

+ Paid holidays

+ Sick leave

+ Personal days

+ Bereavement Leave

+ Excellent medical, dental, and vision benefits

+ Short-term and long-term disability

+ Retirement plan

Job LocationsUS-ME-Portland

Job ID 2026-15035

Category Fundraising

Type Regular Full-Time