Assistant Director of Development & Tax Credit Manager
The Assistant Director of Development & Tax Credit Manager supports the overall fundraising strategy by managing donor stewardship activities overseeing the administrative functions of the Pennsylvania tax credit programs (EITC/OSTC) and helping coordinate donor communications. This role also provides support for central and school-based events and assists with the processing and acknowledgment of non-cash gifts such as gifts of stock IRAs and donor-advised funds. The position also serves as the primary liaison to scholarship organizations for tax credit-related initiatives. The Assistant Director reports to the Executive Director of Advancement and is hybrid position.
Responsibilities:
- Lead the coordination of stewardship communications including: thank-you letters for annual major and principal-level gifts; student thank-you note and phone call campaigns; and customized donor impact updates.
- Maintain accurate tracking of stewardship touchpoints and donor preferences in the database.
- Assist with the acknowledgment and processing of non-cash gifts (e.g. gifts of stock IRA distributions donor-advised funds) working closely with the Finance team to ensure proper documentation.
- Manage the administrative functions of the tax credit program and serve as the primary liaison to BLOCS and other tax credit partners.
- Monitor incoming tax credit gifts and maintain accurate reporting.
- Provide planning and execution support for donor and stewardship events hosted by the Advancement team.
- Serve as a resource for schools hosting donor cultivation or stewardship events ensuring alignment with IMS messaging and standards.
- Coordinate event-related communications and follow-up as needed.
- Manage logistics and timelines for the IMS donor newsletter including story coordination writing/editing support and production.
- Support the development of a bi-annual newsletter and other donor-facing publications as needed.
- Collaborate with colleagues to ensure communications reflect IMSs mission values and brand.
- Other duties as assigned.
Qualifications
- Bachelors degree required.
- 35 years of experience in fundraising donor relations or nonprofit development.
- Familiarity with tax credit programs and non-cash giving vehicles strongly preferred.
- Strong project management and organizational skills with an attention to detail.
- Excellent written and verbal communication skills.
- Comfortable working across teams and with external partners and donors.
- Experience with donor databases (e.g. Raisers Edge Salesforce) preferred.
- Passion for Catholic education and a commitment to advancing education.
Required Experience:
Director