The Senior Development Assistant for Gift Planning provides administrative support for our gift planning and endowment programs, including cultivation and stewardship for Ocean Legacy Circle (OLC) donors and prospects. Works with the Gift Planning Officer to support the implementation of our marketing and communications strategies and provides program reports. Provides excellent customer service to members and donors.
Serves as primary administrative contact for gift planning and endowment programs, including responding to inquiries, facilitates information and welcome packets, and other mailings and tasks as assigned. Performs data entry of the inquiries, mailings, and set up follow up actions for VP of Gift Planning and Gift Planning Officer
Performs accurate and timely data entry for Ocean Legacy Circle records and maintains paper and electronic for confidential records for OLC donors and bequests. Performs data entry audits and clean up
Serves as primary administrative contact for planned giving and endowment donors and prospects, including responding to emails, letters and phone calls in a timely manner. Makes arrangements for tours, lunch reservations, parking for onsite meetings. Contacts donors as needed to confirm recognition details
Makes cultivation and stewardship—"discovery" calls to prospects including Charter and loyal members
Working with the Gift Planning Officer and development staff, implements marketing and communications strategies and outreach efforts including mailings, emails, surveys, website; print materials, ads, events and recognition for OLC donors
Working with the Gift Planning Officer, prepares monthly reports for finance and accounting staff and processes trust documents; responds to requests for documents and recommended language from trustees, attorneys and financial advisors. Processes purchase orders and invoices, and tracks program expenses.
Prepares monthly and annual program reports; runs lists and queries, as needed
Prepares annual endowment reports for donors and provides support for Annual Review mailing as needed
Creates lists for Shorelines publication; maintains records for donor photos and permissions to use in marketing gift planning and endowment programs
Provides administrative support for gift planning and OLC events including invitation mailing and email, tracking RSVPs and follow up communications in the database
Maintains directory of professionals: estate planning attorneys, financial advisors, accountants
Provides administrative support for Vice President of Gift Planning and Gift Planning Officer
Provides administrative support for and attends donor events as needed (requires some nights and weekends)
Provides back-up administrative support for Development Assistants with membership data entry and fulfillment and monthly renewal reminders for Ocean Legacy Circle at member and donor levels below $2,500 level
The nonprofit Monterey Bay Aquarium has a single mission: to inspire conservation of the ocean. Through world-class living exhibits, education programs, wildlife research and by advocating for ocean policy reform, we work to help people know more, care more and do more on behalf of the oceans. Everyone who works at the aquarium, no matter what their job, has a critical role to play in helping us a...chieve a vision of a world in which the oceans are healthy, and people are committed to protecting the integrity of Earth’s life-sustaining natural systems. If you can bring your passion and talents to an organization with this vision, we invite you to apply for a position that best suits your skills.