Donor Relation and Planned Giving Coordinator

Donor Relations Department

Non-Exempt

JOB DESCRIPTION SUMMARY

As an integral part of the team the Donor Relations Coordinator will assist in cultivating, stewarding and expanding relationships between Lakewood Church/Joel Osteen Ministries and its donors.

This position reports directly to the Director of Planned giving.

ESSENTIAL JOB FUNCTIONS

• Work with internal departments to fulfill data and reporting requests, including the production of donor lists, regular progress reports and extractions of data for analytical purposes
• Maintain accurate and up-to-date donor contact information
• Participate in development of best practices and documentation in maintaining accurate database records
• Assist in donor cultivation and stewardship events as needed
• Prepare planned giving proposals with basic financial calculations when needed, increase cultivation and stewardship, elevating personalized attention through calls, correspondence and possible visits. Partner with other staff in preparing same
• Identify, cultivate and steward an existing portfolio of major and planned gift prospects
• Assist in coordinating necessary logistics for planned giving presentations to Joel Osteen Ministries’ contributors at monthly events
• Assist in coordinating necessary logistics for planned giving presentations to Lakewood Church contributors
• Respond to planned giving inquiries from donors (phone, mail, email, etc.) regarding annuities, bequests, trusts and other types of planned gifts
• Coordinate the processing of any gifts with the finance department
• Obtain, maintain and track all planned gift documentation including wills, trusts, financial statements, designated beneficiary information for life, annuity, investment or retirement contracts, real estate deeds, personal property inventories, etc.
• Other related duties as assigned

MINISTERIAL DUTIES

As an Employee of Lakewood Church, you are a part of an over 60-year legacy of faith. As a part of the Lakewood team, you are a key part of our mission in taking the Hope found in Jesus to the world. This means that as part of your job responsibilities, you are considered a spiritual leader in the Church. You are responsible for communicating the Church’s beliefs and our mission to our congregants, to maintain a lifestyle consistent with the Scriptures, and are required to belong to the Church as part of our faith community.

This will also include:

• Regular attendance at Church services and classes,
• Serving as a Prayer Partner or as a volunteer in any ministry of the Church, and
• Serving our community through local outreaches from time to time when needed by the Church

QUALIFICATIONS

• Uncompromised commitment to Lakewood Church’s vision, values and core beliefs
• Professional appearance and conduct
• Demonstrated Christ like Character
• Proficient in using client management software such as MS 365 and advanced skills in data entry, extraction, and reporting
• Experience in maintaining accurate and up-to-date donor contact information is essential
• Strong written and verbal communication skills are necessary for preparing donor correspondence, proposals, and responding to inquiries.
• Prior experience in coordinating events, particularly donor cultivation and stewardship events, is preferred. This includes logistics planning and execution for events related to planned presentations
• Familiarity with various planned giving instruments such as annuities, bequests, trusts, and other types of planned gifts. Ability to respond to donor inquiries regarding these giving options
• Excellent interpersonal skills and a friendly disposition
• Strong organizational skills and attention to detail are crucial for tracking and maintaining all planned gift documentation, including legal documents, financial statements, and beneficiary information
• Must be proficient in Microsoft Office Suite

EDUCATION & EXPERIENCE

• A degree in business administration, nonprofit management, communication, or a related fieldto ensure a solid foundation in the principles of donor relations and fundraising is preferred
• Proven experience of at a minimum of 2 years in donor relations, preferably within a nonprofit or religious organization, demonstrating the ability to cultivate and steward major and planned gift prospects