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Job Number: 2164145


The Philanthropic Planning Assistant will provide clerical and project support to the VP, Philanthropic Planning. In addition, they will provide backup for the processing of donor advised grants, as well as share responsibilities with members of the administrative staff for certain front office duties.

Essential Duties and Responsibilities include the following:

  • Supports Senior VP & Director of Philanthropic Planning.
  • Conducts targeted research for Philanthropic Planning Team.
  • Supports donors year-end gift making.
  • Prepares reports as requested on donors and prospects.
  • Updates and maintains database records as needed
  • In rotation with other administrative staff, serve as receptionist, answering the main line and greeting and providing hospitality to visitors.
  • In rotation with other administration staff, acts as contact for and scheduler of outside use of the Foundation's board room and provides set-up and take-down of committee and board meetings, including coordination of refreshments and meals, as needed.
  • Assists with mailings; performs mail merges of letters to donors and others.
  • Organizes and maintains department electronic and paper files as needed.
  • Assists with Philanthropy Department events as needed
  • Helps administer and maintain grants workflow processes and procedures to ensure adequate internal controls and donor satisfaction.
  • Implements grants due diligence policy and procedures.
  • Prepares grant packet and mailings and ensures their electronic storage.

Competencies and Qualifications

  • A minimum of 3 years of experience as an administrative assistant.
  • Excellent customer service and communication skills.
  • Strong internal and external customer service ethic & personal warmth
  • Excellent skills in the use of Windows Microsoft Office programs, donor databases, and the Internet; ability to perform mail merges, manipulate Excel data, and create graphs and charts in PowerPoint
  • Strong use of Microsoft Outlook
  • Ability to learn, understand, and use database (past database experience preferred)
  • High level of personal and professional integrity and ethics

All qualified applicants will receive consideration without discrimination on the basis of race, color, religion, gender, national origin, ancestry, age, marital status, pregnancy, medical condition, disability, or sexual orientation. As an equal opportunity employer, committed to identifying and developing the skills and leadership of people from diverse backgrounds. People of color, differently-abled people, and LGBT persons are strongly encouraged to apply.



Administrative - Philanthropic Planning Assistant

About Nelson:

If you're looking for a new opportunity, the recruiting and staffing experts at Nelson can help. We work with companies of all types and sizes across all industries. We help people like you find exciting roles with employers ranging from Fortune 100, government, and nonprofit organizations to local businesses, industry leaders, and the most agile start-ups. The candidates we work with appreciate our responsive approach, genuine relationships, and exceptional service. With a commitment to transparency, authenticity, and credibility, we look forward to our jobs every day, and we're excited to help you find the job you've been looking for. Nelson is an EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.