Trinity Episcopal School seeks a detail-oriented Advancement Coordinator to join our team on April 1, 2026. This is a full-time, 12-month non-exempt position reporting directly to the Annual Giving and Alumni Relations Manager. The Coordinator plays a vital role in the Office of Advancement, providing essential database management, financial tracking, and administrative support. The successful candidate will be instrumental in the planning and implementation of strategic goals and special events that drive the school’s mission forward. The Advancement Coordinator supports the work of the School by promoting the mission, values and policies of Trinity Episcopal School.

Primary Responsibilities:  

Database Management and Donor Relations

• Maintains database by updating contact information, professional titles, meeting notes and actions, and relationship links for all constituents in Blackbaud’s Raiser’s Edge with a high degree of accuracy 
• Track outstanding pledges and send periodic reminders to donors.
• Generate, personalize, and mail timely gift acknowledgement letters and tax receipts (typically within 48–72 hours of receipt).
• Creates and maintains tracking systems (i.e. campaigns, funds and appeals used for gift entry), spreadsheets, and databases to support Advancement Office activities and assigned projects
• Tracks guest attendance for special events in Raiser’s Edge
• Receives and processes confidential and sensitive information with discretion and in accordance with established guidelines or legal standards
• Files electronic and/or hard copies of correspondence and donations 
• Conducts prospect screening, research and segmentation

Financial Tracking and Reporting

• Accurately record all charitable contributions (cash, checks, credit cards, stocks, and matching gifts) into the Raiser’s Edge database.
• Posts gifts to the General Ledger and prepare posting reports for the Business Office
• Collaborate with the Business Office to ensure all gifts are coded correctly and reconcile monthly development reports with the general ledger.
• Prepares and provides daily and weekly financial and statistical reports for the Advancement Office
• Prepares and provides monthly and year-end fiscal reports to the business office and auditors

Events Coordination

• Supports all planning and logistics for Advancement Office meetings and events; coordinates Facilities Requests and set-up; partners with internal and external vendors for catering and decor as needed; manages invitation mailings and RSVPs; prepares meeting/event materials; assists with on-site logistics and handles any other event-related tasks as directed by the Chief Advancement Officer

Advancement Office Management

• Assists the Advancement Department in all areas including fundraising, donor relations, marketing and volunteer coordination 

• Assists with donor prospect research utilizing Raiser’s Edge software and online resources
• Initiates routine tasks and actions not requiring immediate attention of the Annual Giving Manager
• Coordinates a variety of donor mailings, including invitations and newsletters
• Prepares reports, memos, forms, correspondence and presentations when needed 
• Attends and takes minutes at Development Committee meetings and distributes the minutes promptly
• Orders materials, supplies, and equipment upon approval of the Chief Advancement Officer
• Maintains accurate and detailed calendar of events, due dates, and schedules
• Other responsibilities may be assigned by the Chief Advancement Officer or Head of School

Qualities and Alignment to Trinity’s Mission and Core Values

The successful candidate will have the following qualities:

• Familiarity with and a commitment to the mission of independent schools and Trinity Episcopal School, and a commitment to our three core values of scholarship, diversity, and spirituality is a must
• Respect and passion for Trinity Episcopal School’s mission and vision
• A love for students and a willingness to go above and beyond in the best interests of students
• Ability to model, promote, and provide opportunities for students to live into the Trinity Honor Code

• A firm understanding of cultural competency as it relates to students, faculty, and staff of varying racial, ethnic, religious, gender, cultural, disability, sexual orientation, and socioeconomic backgrounds

Education and Work Experience

• Bachelor’s degree preferred

Skills and Qualifications

• Expert knowledge of Microsoft Word, Excel and BlackBaud’s Raiser’s Edge (database view and NXT) and experience or working knowledge of Google systems
• Must be extremely organized, possess the ability to multitask, and meet project deadlines

• Ability to represent the School to external constituents and work effectively with internal constituencies of various generations and cultures. 
• Must maintain a high level of confidentiality 
• Excellent written, oral and interpersonal skills
• Integrity, sound judgment, self-confidence, maturity and a sense of perspective
• Maintain a warm and professional tone for interacting with parents, alumni, and faculty.
• Demonstrates initiative, adaptability, and the ability to work independently to solve problems

• A high level of energy and ability to work on multiple tasks/projects

• Must be able work evenings and weekends on occasion.
• Maintains standards of professional competence, adheres to a professional code of ethical conduct, and attends continuing professional education workshops and seminars

Physical Requirements 

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to walk through campus
• Ability to assist with some event set-ups, as needed (moving chairs, tables, etc.)

About Trinity Episcopal School

Founded in 2000, Trinity Episcopal School is an independent, co-educational school of more than 435 students in grades K?8. Situated on an urban campus in the Garden District of Charlotte’s First Ward neighborhood, TES capitalizes upon the vibrant Center City as an extended classroom for cultural enrichment, hands?on learning, and opportunities to serve the community. A mission?driven school, Trinity is dedicated to three equally valued and thoroughly intertwined goals: creating scholars, nurturing spirituality, and embracing diversity. TES is a place of pride and passion, where teachers and students are fully engaged. Trinity’s constructivist curriculum challenges students to academic excellence and seeks to maintain the curiosity found in young learners. In keeping with the Episcopal educational tradition, spiritual development is integral to the Trinity experience and is reflected in regular opportunities for community worship and a comprehensive service?learning program. The founders of Trinity Episcopal School sought to create a student body that would reflect the population of the Charlotte metropolitan area, and it is comprised of a diverse community of learners who lear...n together with a mutual sense of belonging, respect, and acceptance. Trinity is populated by a rich variety of people from diverse racial, ethnic, religious, and socioeconomic backgrounds. This intentional pluralism is a hallmark of Episcopal schools that Trinity has embraced since its founding. Additionally, Trinity has established an honor code that holds students to the highest standards of integrity and personal conduct.

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