Marketing and Stewardship Coordinator

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). It includes taking the lead in implementing new programs and executing existing and new policies and procedures for prospect tracking, individual donor relation plans, and marketing efforts, managing events such as the Heritage Society Tailgate, and creating a comprehensive communication plan for donors, prospects, industry professionals (financial planners, attorneys, accountants), and internal stakeholders. This position serves as the GEP liaison for the Development & Alumni Relations Communications Department (DARComm) and all vendors working with GEP. 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 Prefer experience overseeing the creation of marketing and/or advertising campaigns through various mediums of communication and targeted to different constituent segmentations Exhibits 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 & Competencies Excellent written and verbal communication skills, including ability to convey complicated gift planning concepts to donors, professional advisors, and internal constituents Ability 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 in an appropriate advanced manner, all vendors are scheduled and paid within a fixed budget Self‑motivated and able to 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; must work well in dealing with a variety of personality types Communicates and employs interpersonal actions that model high standards of professional, responsible, accountable, and ethical conduct Additional Division Expectations Through open, honest, and respectful communication, all staff, supervisors, and colleagues of the Division of Development & Alumni Relations are expected to interact with fairness, compassion, and decency. All employees will be held accountable for meeting the expectation of promoting a stable, productive, and healthy work environment. Adherence to CASE standards and commonly accepted industry standards relating to fundraising reporting are expected of all fundraisers. All fundraisers will be held accountable for meeting this expectation. Duties & Responsibilities Marketing & Communications for Gift & Estate Planning Marketing Strategy & Project Leadership Lead all Gift & Estate Planning marketing communication efforts and projects, including appeals, stewardship, newsletters, industry professional communications, and website content. Direct special design efforts to ensure all logos, graphics, and materials are university‑approved, compliant with charitable solicitation laws, and aligned with UGA branding and campaign messaging. Analyze constituent records and develop market segmentation data for enhancing effectiveness of all marketing campaigns. Print & Production Management Lead all print and communication projects for GEP. Collaborate with the division’s Communications Department (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 to ensure timely payment. Professional Advisor Communications Draft and design materials specifically targeted to professional advisors. Coordinate with the Trust and Estates Coordinator to ensure accuracy, appropriateness, and consistency of language and messaging. Marketing Systems & Distribution 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. Educational Resources Oversee and maintain the GEP resource library for Development Officers and professional advisors. Collaborate with DARComm to update and refresh resource materials as needed to reflect 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 & Estate Planning website to ensure content remains current, accurate, and aligned with university branding and campaign messaging. Oversee website redesigns as necessary to maintain relevance and compliance. Review web analytics on a semimonthly basis to analyze traffic and engagement. Maintain and present web traffic reports (e.g., page views, link clicks, available email data) as well as Planned Gift analytics at bimonthly 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 & Estate Planning’s proactive marketing and prospecting efforts. Ensure timely dissemination of leads to appropriate units and confirm appropriate follow‑up actions are taken. Equal Opportunity Statement The University of Georgia is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, genetic information, national origin, race, religion, sex, or veteran status or other protected status. Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact Central HR ( hrweb@uga.edu ). #J-18808-Ljbffr