Development Records & Data Intern

EDF internships provide high-quality experiences (including relevant projects and opportunities for networking) that form the foundation for any individual who is serious about pursuing an environmental career.

Program/Department Overview

The Planned Giving Department is responsible for growing EDF’s pipeline of future revenue by raising gifts through donors’ estate and long-term financial plans. Planned Gifts generally consist of bequests in wills and trusts, charitable gift annuities, and beneficiary designations in retirement plans or life insurance policies. The team builds relationships with prospective donors and provides them with information about which gifts would best accomplish their long-term financial and philanthropic goals.

Overall Function

The intern will assist the Planned Giving department with auditing donor history and forecasting through EDF’s Osprey Legacy Society and Estate records. The intern will also support donor data entry and cleanup in Salesforce. The internship will provide practical development experience, fostering skills that are highly valued by nonprofits and NGOs in any field. The intern will report to the Manager of Estates and Trusts within the Planned Giving team, with additional training/supervision from the Manager of Planned Giving Marketing.

Key Responsibilities

Tasks will include but are not limited to:

• Research Osprey Legacy Society and Estate records to evaluate donor history and update database fields with corrected information.
• Perform data entry and cleanup in Salesforce including merging records, adding new or correcting existing information pertaining to gifts, campaigns or donors, etc.
• Assist with outreach to Osprey Legacy Society members to determine whether EDF is still in their estate plans.
• Assist department coordinators with event preparation as needed.
• Participate in advancing EDF Diversity, Equity, and Inclusion (DEI) goals in which people from all backgrounds and experiences feel connected, included, and empowered to address the environmental and organizational challenges in alignment with EDF values.

Qualifications

• Enrolled in or a recent graduate of an undergraduate degree program.
• Demonstrated interest or experience in nonprofit management, fundraising, nonprofit development, planned giving, data entry, and/or related fields.
• Must be extremely well organized, a quick learner, motivated, and detail oriented.
• Demonstrate initiative and problem-solving skills.
• Proficiency with Microsoft Office; demonstrated expertise in Excel.
• Knowledge or familiarity of Salesforce or a similar CRM a plus.
• Excellent written and oral communication skills.
• Ability to multi-task, prioritize and meet deadlines.
• Ability to work in a team setting and can work independently when projects are due.
• Demonstrate self-awareness, cultural competency and inclusivity, and ability to work with colleagues and stakeholders …