Marketing and Stewardship Coordinator
Inside Higher Ed, Athens, GA, United States
Position Summary
Reporting to the Senior Director of Gift and Estate Planning, this position leads all marketing and stewardship projects, initiatives, and programming for the Office of Gift & Estate Planning (GEP). The role oversees new program implementation, policy execution, prospect tracking, individual donor relation plans, and marketing efforts, managing events such as the Heritage Society Tailgate and creating comprehensive communication plans for donors, prospects, industry professionals (financial planners, attorneys, accountants), and internal stakeholders.
Responsibilities Marketing & Communications for Gift & Estate Planning
Lead all GEP marketing communication efforts and projects, including appeals, stewardship, newsletters, industry professional communications, and website content.
Direct design efforts to ensure all logos, graphics, and materials are university‑approved, compliant with charitable solicitation laws, and aligned with UGA branding.
Analyze constituent records and develop market segmentation data to enhance effectiveness of all marketing campaigns.
Lead all print and communication projects for GEP.
Collaborate with DARComm on concepts and strategies to ensure branding and messaging consistency.
Obtain quotes from design and print vendors; maintain and develop vendor relationships.
Coordinate with up to 30 or more fundraising units to gather content and graphics.
Manage print vendor logistics, including variable‑data considerations.
Monitor and process invoices related to marketing and print projects for timely payment.
Draft and design materials targeted to professional advisors.
Coordinate with the Trust and Estates Coordinator to ensure accuracy, appropriateness, and consistency of language and messaging.
Create marketing efforts within the Giving and Alumni Information Link (GAIL) system.
Export distribution lists to print vendors using the UGA SendFiles platform.
Maintain and update the GAIL calendar to reflect mail and distribution dates.
Oversee and maintain the GEP resource library for Development Officers and professional advisors.
Collaborate with DARComm to update and refresh resource materials reflecting current gift vehicles and strategies.
Heritage Society Stewardship & Engagement
Coordinate delivery of Heritage Society gifts and acknowledgement letters, including Presidential acknowledgements.
Manage birthday and holiday cards and maintain an up‑to‑date Heritage Society member list.
Ensure inclusion of Heritage Society members in annual reports and impact statements.
Organize the annual Heritage Society Tailgate to support engagement and stewardship efforts.
Special Projects & Presentations
Direct and manage special projects, including development and delivery of Gift & Estate Planning presentations and related initiatives.
Website Management & Analytics
Monitor the Office of Gift and Estate Planning website to ensure content is current, accurate, and aligned with university branding and campaign messaging.
Oversee website redesigns as necessary to maintain relevance and compliance.
Review web analytics semi‑monthly to analyze traffic and engagement.
Maintain and present web traffic reports (e.g., page views, link clicks, available email data) and Planned Gift analytics at bi‑monthly GEP team meetings to support prospecting strategies.
Referral Tracking & Follow‑Up Oversight
Lead oversight of referral intake and tracking for all leads generated through the Office of Gift and Estate Planning’s proactive marketing and prospecting efforts.
Ensure timely dissemination of leads to appropriate units and confirm appropriate follow‑up actions are taken.
Qualifications Minimum Qualifications
Bachelor’s degree in a related field or equivalent and 2 years of professional experience.
Preferred Qualifications
Bachelor’s degree and three plus years of full‑time professional experience in relationship management, prospect research, development, sales, marketing, business administration, higher education, or project management.
Experience overseeing the creation of marketing and/or advertising campaigns through various communication mediums targeted to different constituent segmentations.
Engages behavior that supports the mission, vision, and values of the University of Georgia.
Creative thinker and problem solver for strategies that enhance the profile and expand opportunities for the Office of Gift & Estate Planning.
Knowledge, Skills, Abilities, and Competencies
Excellent written and verbal communication skills, including the ability to convey complicated gift‑planning concepts to donors, professional advisors, and internal constituents.
Capability to handle multiple tasks simultaneously, assess priorities, and track details in a fast‑paced environment.
Ability to plan an event and ensure that all details are scheduled appropriately, vendors are scheduled and paid within a fixed budget.
Self‑motivated and can work well independently and collaboratively with a team.
Ability to deliver timely, constructive feedback to colleagues and staff to support efficient and consistent communication.
Demonstrated computer skills, including knowledge of Microsoft Office.
Demonstrates a commitment to outstanding customer service and works well with a variety of personality types.
Communicates and employs interpersonal actions that model high standards of professional, responsible, accountable, and ethical conduct.
EEO Policy Statement The University of Georgia is an Equal Opportunity employer. All qualified applicants, regardless of age, color, disability, genetic information, national origin, race, religion, sex, veteran status or other protected status, will receive consideration for employment. Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact Central HR ( hrweb@uga.edu ).
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Responsibilities Marketing & Communications for Gift & Estate Planning
Lead all GEP marketing communication efforts and projects, including appeals, stewardship, newsletters, industry professional communications, and website content.
Direct design efforts to ensure all logos, graphics, and materials are university‑approved, compliant with charitable solicitation laws, and aligned with UGA branding.
Analyze constituent records and develop market segmentation data to enhance effectiveness of all marketing campaigns.
Lead all print and communication projects for GEP.
Collaborate with DARComm on concepts and strategies to ensure branding and messaging consistency.
Obtain quotes from design and print vendors; maintain and develop vendor relationships.
Coordinate with up to 30 or more fundraising units to gather content and graphics.
Manage print vendor logistics, including variable‑data considerations.
Monitor and process invoices related to marketing and print projects for timely payment.
Draft and design materials targeted to professional advisors.
Coordinate with the Trust and Estates Coordinator to ensure accuracy, appropriateness, and consistency of language and messaging.
Create marketing efforts within the Giving and Alumni Information Link (GAIL) system.
Export distribution lists to print vendors using the UGA SendFiles platform.
Maintain and update the GAIL calendar to reflect mail and distribution dates.
Oversee and maintain the GEP resource library for Development Officers and professional advisors.
Collaborate with DARComm to update and refresh resource materials reflecting current gift vehicles and strategies.
Heritage Society Stewardship & Engagement
Coordinate delivery of Heritage Society gifts and acknowledgement letters, including Presidential acknowledgements.
Manage birthday and holiday cards and maintain an up‑to‑date Heritage Society member list.
Ensure inclusion of Heritage Society members in annual reports and impact statements.
Organize the annual Heritage Society Tailgate to support engagement and stewardship efforts.
Special Projects & Presentations
Direct and manage special projects, including development and delivery of Gift & Estate Planning presentations and related initiatives.
Website Management & Analytics
Monitor the Office of Gift and Estate Planning website to ensure content is current, accurate, and aligned with university branding and campaign messaging.
Oversee website redesigns as necessary to maintain relevance and compliance.
Review web analytics semi‑monthly to analyze traffic and engagement.
Maintain and present web traffic reports (e.g., page views, link clicks, available email data) and Planned Gift analytics at bi‑monthly GEP team meetings to support prospecting strategies.
Referral Tracking & Follow‑Up Oversight
Lead oversight of referral intake and tracking for all leads generated through the Office of Gift and Estate Planning’s proactive marketing and prospecting efforts.
Ensure timely dissemination of leads to appropriate units and confirm appropriate follow‑up actions are taken.
Qualifications Minimum Qualifications
Bachelor’s degree in a related field or equivalent and 2 years of professional experience.
Preferred Qualifications
Bachelor’s degree and three plus years of full‑time professional experience in relationship management, prospect research, development, sales, marketing, business administration, higher education, or project management.
Experience overseeing the creation of marketing and/or advertising campaigns through various communication mediums targeted to different constituent segmentations.
Engages behavior that supports the mission, vision, and values of the University of Georgia.
Creative thinker and problem solver for strategies that enhance the profile and expand opportunities for the Office of Gift & Estate Planning.
Knowledge, Skills, Abilities, and Competencies
Excellent written and verbal communication skills, including the ability to convey complicated gift‑planning concepts to donors, professional advisors, and internal constituents.
Capability to handle multiple tasks simultaneously, assess priorities, and track details in a fast‑paced environment.
Ability to plan an event and ensure that all details are scheduled appropriately, vendors are scheduled and paid within a fixed budget.
Self‑motivated and can work well independently and collaboratively with a team.
Ability to deliver timely, constructive feedback to colleagues and staff to support efficient and consistent communication.
Demonstrated computer skills, including knowledge of Microsoft Office.
Demonstrates a commitment to outstanding customer service and works well with a variety of personality types.
Communicates and employs interpersonal actions that model high standards of professional, responsible, accountable, and ethical conduct.
EEO Policy Statement The University of Georgia is an Equal Opportunity employer. All qualified applicants, regardless of age, color, disability, genetic information, national origin, race, religion, sex, veteran status or other protected status, will receive consideration for employment. Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact Central HR ( hrweb@uga.edu ).
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