Senior Coordinator, Gift Planning and Donor Services

Senior Coordinator, Gift Planning and Donor Services

Philanthropy

Full-Time, Exempt

$71,000 - $75,000

The Senior Coordinator, Gift Planning and Donor Services, is an integral member to the Gift Planning team who will utilize knowledge of gift planning vehicles, marketing strategies specific to legacy giving, and the data analytical skills necessary to play a key role in legacy giving prospect management, donor stewardship, marketing, and supervision of the trust and bequest administration work for the LA Phil's growing Gift Planning effort ("Gift Planning Office" or "GPO").

Working closely with the GPO and the overall Philanthropy Department and other staff, particularly the Philanthropy Operations team, the Senior Coordinator, Gift Planning will participate in preliminary fundraising activities to effectively coordinate prospect visits and proposals and donor stewardship.

• Provide day-to-day administrative support for the GPO, including scheduling meetings, managing phone coverage, preparing correspondence and visit packets, creating advanced PowerPoint presentations, maintaining files, and administering the budget.
• Anticipate GPO needs by understanding the program's key success drivers and monitoring upcoming schedules and events.

• Plan and execute prospecting and stewardship events of varying size and scope-including pre- and post-concert receptions, private receptions, lectures, and legacy planning presentations to advance gift planning efforts. Support the Special Events team with large-scale events, including the Clark Society Luncheon.
• Administer the LA Phil's legacy society, the William Andrews Clark Society, by promptly processing new memberships, inviting members to events, and coordinating mailings.
• Draft and develop various documents, letters, memos, and reports relating to stewardship, internal and external requests, and information analysis.
• Coordinate stewardship and recognition for gift planning donors, including donor listings and giving levels.

• Oversee GPO marketing strategy, production, distribution, and data management throughout the calendar year. Coordinate newsletters, postcards, brochures, website updates, and other gift planning materials; serve as the primary liaison with internal staff and external marketing and communications vendors; document campaigns and responses in Tessitura; and periodically refine processes for efficiency.

• Maintain accurate gift planning information in Tessitura by entering and updating donor, prospect, proposal, and visit data; researching biographical information and donor interests; preparing visit packets; tracking trip changes and visit reports; creating and troubleshooting custom reports; and monitoring proposals for timely updates and follow-up.
• Analyze and communicate legacy giving performance through portfolio, pipeline, contact activity, and campaign reports, presenting key fundraising data to GPO staff, LA Phil Development staff, and Board members.

• Analyze and segment donor data to support targeted gift planning and legacy giving initiatives.
• Support gift officers across the Philanthropy team with donor ticketing requests, liaising with donor associates to coordinate ticket reservations, upgrades, exchanges, and subscription packages.
• Coordinate timely and accurate fulfillment of donor benefits, including ticketing privileges, event access, valet parking, recognition, and other benefits associated with giving levels.
• Maintain accurate records of donor ticketing requests and benefit fulfillment, flagging outstanding items and communicating updates to gift officers.
• Serve as a responsive…