Gift Planning Assistant

Job Title: Gift Planning Assistant Department: Strategy Location: Oakland, CA Reports to: Senior Director, Gift Planning Context: At the Sierra Club, we believe in the power of interdependence.
Together, we remain committed to the fight for a healthy climate built on a foundation of environmental, racial, economic, and gender justice – a future where all people benefit from a healthy, thriving planet and a direct connection to nature.
As the climate crisis and deeply entrenched systemic racism all fuel injustice, we will continue to fight for a bold, transformational agenda that recognizes the interconnectedness between our planet, our humanity, and our future.
By recognizing that our destinies are tied, we continue to name that all things are fundamentally connected, and the overlap between ecology, race, gender, and representative government will move to either advance our collective humanity or to oppress it.
Sierra Club has close to 800 staff across the country and a network of 64 local chapters that are led and fueled by thousands of volunteers.
We are also proud to be a unionized employer, with three labor unions representing more than half of our employees.
Scope: The Gift Planning (GP) Assistant performs a variety of administrative functions including: processing initial contact from supporters and donors via email, direct mail, and our toll-free hotline; creating and assigning tasks to our frontline fundraising team members, maintaining comprehensive records within our donor and revenue tracking system (Salesforce).
This role is also responsible for fulfilling prospective and stewardship correspondence components and maintaining oversight of programmatic physical inventory.
ie business cards, office supplies.
Job activities include but are not limited to: Process incoming responses to Gift Planning marketing materials via phone, digital, and direct mail.
Performing preliminary research pertaining to the cultivation, solicitation, and stewardship of gift planning prospects and donors.
Maintains and updates accurate records for donors and prospects by gathering and organizing correspondence, reports, and gift transaction records.
Creates new records in Salesforce and updates existing ones, maintaining accurate Gift Planning coding.
Provides information and maintains contact with prospects, donors, Gift Planning advisors by telephone, mail and e-mail.
Prepares donor informational response packages for the entire Gift Planning team.
Compiles and prepares outgoing correspondence of: trust documents, bequest language and gift annuity proposals as directed by supervisor.
Implements and coordinates donor acknowledgment system for gift planning program, including tracking appropriate salutations and updating donor information in Salesforce as needed.
Supports gift planning programs and projects with organizational and administrative support to ensure accurate and timely completion of tasks included but not limited to Birthday Program, annual donor tax mailings, etc.
, Assists with filing and coding for the Estate team, as needed.
Standard Overtime: Occasional overtime will be required to meet special deadlines, projects, staff absences or emergencies.
Under these circumstances, overtime will rarely exceed 8 hours weekly.
The successful candidate must demonstrate the following skills, experience and competencies: 2-3 years office or related experience with Windows, Word Excel, and database proficiency.
Strong organizational skills; ability to establish priorities; enthusiasm for working with colleagues and volunteers.
Excellent oral and written communication skills to interact with staff, volunteers and potential donors.
Ability to prioritize and meet deadlines, to use tact and diplomacy in dealing with confidential and sensitive matters, and ability to work well with diverse groups of people.
Equity Must Have: Committed to evolution.
You are committed to continuously deepening and evolving your own understanding of systems of oppression through study, openness, and humility.
And you easily recognize your own relationship to privilege and power, examining and shifting your behaviors as appropriate.
Equity Must Have: Uplifting and additive.
You see mistakes as opportunities for growth; problems as catalysts for solutions, and inspire others along the journey.
You carry a constructive approach, can-do attitude, a sense of humor, and authentic kindness wherever you go.
The strongest candidates will also demonstrate the following skills, experience and competencies: Experience with Salesforce or similar database management.
Experience and knowledge of non-profit fundraising, especially in the area of gift planning working with high dollar donors.
Knowledge of environmental issues especially as it relates to fundraising Compensation and Benefits The salary range for this position is $59,000-63,000 for Region 1 candidates.
This position is represented by a collective bargaining unit and is subject to the terms and conditions of the contract between Sierra Club and Progressive Workers Union or Sierra Employee Alliance, depending on location.
The Sierra Club offers a competitive salary package commensurate with skills and experience plus excellent benefits that include medical, dental, and vision coverage, and a retirement savings 401(k) plan.
This is a category #7, non-exempt, represented position.
Sierra Club values the expertise and talents of foreign nationals.
Sierra Club sponsors both nonimmigrant and immigrant visas when certain criteria are met, based on immigration laws and organizational needs.
Such sponsorship is at the discretion of the Department Head and Sierra Club People Department in consultation with the employee’s manager.
The Sierra Club cannot guarantee the approval of a visa petition.
The Sierra Club is an equal opportunity employer committed to workforce belonging.
To Apply The Sierra Club provides equal employment and advancement opportunities to all staff members.
Employment decisions are based on merit, qualifications, lived experience and skills.
The Sierra Club does not discriminate in employment opportunities or practices on the basis of race, color, creed, religion, national origin, immigration status, socioeconomic status, ancestry, age, size, sex, sexual orientation, gender, gender identity, familial status, veteran status, disability, AIDS/HIV status, medical condition, prior conviction, arrest history, traits historically associated with race, including, but not limited to, hair texture and protective hairstyles, or any other characteristic protected by law.
The Sierra Club values applicants who are people that identify as Black, Indigenous, and other minoritized groups; women; queer, transgender, gender non-conforming, and gender fluid people.
Explore, enjoy and protect the planet.