Planned Giving Marketing and Events Coordinator - University of La Verne in La Verne California

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University of La Verne

La Verne, California

United States

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Detailed Job Description

The University of La Verne is a 124-year old, private independent, comprehensive, doctoral granting institution in Southern California with a strong emphasis on values, teaching excellence, community engagement, and an increasing commitment to research and publication. The University offers high quality, liberal arts and professional degree programs at the undergraduate to doctoral levels comprised of 11 campuses with the main campus located in the City of La Verne, 35 miles from downtown Los Angeles, along the foothills of the San Gabriel Mountains. Regional campuses range from Vandenberg in the North, to Irvine in the South, and from Oxnard in the West to Victorville in the East.

The Planned Giving Marketing and Events Coordinator assists the Planned Giving Manager in administering the marketing program and analyzing market trends; coordinates all logistical aspects of Planned Giving events including educational seminars, donor stewardship events, and the annual Financial Symposium; provides administrative support to Planned Giving Manager and Associate Vice President.

Specific Duties

Assist Planned Giving Manager in working with Crescendo Interactive (vendor) to implement the marketing program including direct mail, e-blasts, e-newsletters, website maitanence, social media, some copy writing, photo changes, design changes and data curation and analysis. Liaise with Office of Strategic Communication (OSC) for remaining design pieces including VOICE (alumni magazine) advertisements and miscellaneous projects. Collaborate with Planned Giving Manager in tracking and reporting marketing data analytics.

Coordinate all logistical and creative aspects of Planned Giving (PG) events including the annual Financial Symposium, twice yearly Veritas (legacy society) stewardship events, various educational seminars throughout the year such as Trusts 101, and the annual PG Homecoming and Benefits Fair stands. Logistical and creative aspects include but are not limited to: securing a venue, requesting mailing data, working with OSC or other vendor for invitation creation, working with Direct Connection or other vendor to mail invitations, managing RSVP list, organizing catering, decorating space, tracking attendance in Banner, and generating event evaluations, summaries, and thank-yous.

Provide general administrative support to PG department including but not limited to gift processing and documentation, scheduling appointments, submitting expense reports, updating and organizing PG files, purchasing/wrapping donor gifts, preparing prospect folders, preparing brief prospect biographies, sending Veritas and PG Advisory Council (PGAC) induction materials to new members, updating Veritas and PGAC member lists, mailing donor communication, and sending out monthly Veritas Society stewardship communication.

Research and become familiar with fundraising, planned giving and its vehicles, donor and/or financial marketing trends, donor stewardship best practices, and other topics as assigned by Planned Giving Manager. Attend conferences, webinars and seminars as assigned by Planned Giving Manager.

Minimum Qualifications

A bachelor’s degree in marketing, communications, public relations, or equivalent.

3 years of comparable marketing, communications, public relations, or event coordination experience.

Preferred Qualifications

Preferred background in marketing

Copy-writing experience a plus

Graphic design experience a plus

Adobe InDesign experience a plus

Benefits Summary

The hiring range for this position is dependent upon qualifications and departmental equity. Benefits of employment include a comprehensive health and welfare plan, tuition remission program for employee, spouse and dependent children and a generous 10% contribution to the University’s 403B retirement plan.


La Verne Central Campus

Special Instructions to Applicants

Open Date 10/07/2015

Keyword Phrases

  • Planned Giving Marketing and Events Coordinator
  • Employer of Choice
  • Diversity & Inclusivity
  • Hispanic Serving Institution
  • Event Coordination
Employment Type:Administrative Staff
Degree Required: Bachelors
Experience: See Job Description
Level of Job: Analyst / Staff
Salary: Not Specified
Type of School:4 - Year / Masters Institution
Application Requirements: CV/Resume
Cover Letter