Job Title:Advancement Services and Donor Relations Manager Department:Advancement Reports To: Associate Director of Annual Fund Development FLSA Status:Exempt
Summary:The Advancement Services and Donor Relations Manager oversees all aspects of gift/pledge processing and stewardship; database management/analysis and reporting; donor/prospect research and data entry; and appropriate donor recognition.In addition, this person provides administrative support to annual fund activities and events, and ensures that all interactions with donors and the public are of highest quality.
Key Responsibilities Gifts Processing and Stewardship: Manage and implement gift processing and stewardship activities, including: Develop, document and implement best practices and procedures as they relate to gift processing Accurately process all checks, credit cards, stock gifts, recurring gifts and pledges, gifts-in-kind and other donations Accurately record all gifts and pledges in timely manner, providing tax receipts and acknowledgement letters to donors within a 7-day time frame Mail pledge reminders and assist with other thank-you cards, welcome packets, or other gift stewardship communications
Complete Raisers Edge online training, beginning with RE Fundamentals, Communications, Fundraising, and Data Analysis; ultimately completing the RE Professional Certification
Maintain the Advancement Office database (Raisers Edge) with integrity and according to industry best practices and standard compliance with non-profit regulations
Database Management/Analysis and Reporting: Ensure that the database is accurate and accessible and its use adheres to all appropriate policies and procedures Document procedures and provide staff training to maximize the database utility Manage contact records and build data fields to support Advancement office activities Analyze and utilize data for strategic initiatives developed to maximize philanthropic support Review and record all deceased records as well as other critical data enrichment updates Support prospect research through utilization of Wealth Engine and other web tools Provide weekly report of all gifts to Director of Advancement and Associate Director of Annual Fund Development Provide monthly financial reports for gift reconciliation with Finance Department Provide event and appeal final reports and update database as appropriate
Fundraising and Donor Stewardship: In coordination with Associate Director of Annual Fund Development, assist with annual fund events management; including the fall gala, spring 5K and golf tournament In coordination with the Communications Director, compile and manage appropriate mailing and email lists for solicitation, events, and donor stewardship activities In coordination with all Advancement staff, work closely to report to donors on the use of gifts, arrange meetings between donors and beneficiaries, and stewardship events, when appropriate In coordination with the Director of Advancement, assist with the planning, implementation and follow up for Community Advisory Board events and activities Assist with scheduling important solicitation contacts and visits; assist with entry of visit report information into the database, as needed Research and prepare pre-solicitation reports containing donor specific information to help VIA representatives approach key prospective donors, as needed Assist in the development of Advancement team presentations, spreadsheets and other documents, as needed Provide exemplary customer services to internal and external constituencies, and consistently demonstrate commitment to a culture of philanthropy throughout the organization
Qualifications Bachelors degree preferred Demonstrated understanding of and appreciation for the development process, specifically including stewardship, donor relations, research, and prospect management Demonstrated competency with computer skills and database management (such as, Excel, Raisers Edge, or other CRM tool) Ability to write and speak clearly, concisely, and persuasively Strong organizational skills; ability to manage multiple projects simultaneously and effectively Excellent attention to detail, both with documents and with event preparation Ability to collaborate frequently and effectively with other staff in support of the VIA mission Ability to maintain a proper level of confidentiality with donor and data information Associated topics: alumni, annual, donor, donor relations, gift, giving, grassroots, membership, raiser, relationship manager
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.