Donor Liaison, Major Gifts
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to extract content.
Job description includes: "The Donor Liaison, Major Gifts develops and strengthens relationships..." That's about the role. So we can put that in About the role
with
. Responsibilities: list bullet points under "Responsibilities" heading. We have subheadings: Donor Relationship Management, Donor Education & Philanthropic Engagement, Strategy, Collaboration & Portfolio Coordination, Philanthropic Invitations & Stewardship, Reporting, Documentation & Resource Stewardship. Each with bullet points. We need to output
- for any list of duties/requirements/benefits. So we can flatten all responsibilities into a list? Or we could keep subheadings as paragraphs? The instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use
- for any list of duties/requirements/benefits, and
for prose. So within Responsibilities section, we should have a
- with
- items for each duty. We can include the subheadings as part of the li text or as separate
? Probably better to include them within li. We need to preserve all substantive information. So we need to capture each bullet. Let's extract responsibilities: Donor Relationship Management: - Develops and maintains a portfolio of major gift donors and prospects within an assigned geographic area or area of responsibility. - Builds trusted relationships through meaningful interactions, responsive service, and a deep understanding of donor interests and philanthropic goals. - Creates and implements individualized engagement strategies that strengthen relationships and foster long-term participation in approved philanthropic initiatives. Donor Education & Philanthropic Engagement: - Helps donors and prospects understand the mission of Philanthropies and the impact of approved philanthropic priorities. - Communicates opportunities for giving in a manner that is informative, donor-centered, and aligned with organizational objectives. - Maintains a thorough understanding of institutional priorities, approved projects, and philanthropic opportunities in order to effectively connect donors with meaningful giving experiences. Strategy, Collaboration & Portfolio Coordination: - Collaborates with institutional leaders, prospect development professionals, annual giving teams, gift planning professionals, managers, and other stakeholders to support donor engagement efforts. - Ensures donor information, engagement strategies, contact reports, and portfolio activities are accurate and current. - Learns, understands, and uses approved record keeping systems. - Coordinates donor visits, travel planning, referrals, and engagement opportunities that support cultivation, stewardship, and philanthropic outcomes. Philanthropic Invitations & Stewardship: - Facilitates conversations that help donors consider opportunities for philanthropic participation and investment. - Invites donor involvement through thoughtful engagement, stewardship activities, events, visits, and other relationship-building opportunities. - Helps ensure donors receive meaningful acknowledgment, feedback, and information regarding the impact of their support. Reporting, Documentation & Resource Stewardship: - Maintains accurate donor records, contact reports, engagement plans, and portfolio documentation. - Monitors donor activity and engagement progress and communicates results and opportunities to leadership. - Exercises sound stewardship of departmental resources, including travel and engagement budgets. - Helps ensure donor information is handled appropriately and confidentially while supporting consistent operational practices across the organization. Now Qualifications: There's a "Qualifications Required:" block with many bullet-like sentences separated by semicolons? Actually it's a paragraph with many statements separated by periods? Let's extract each as separate bullet. Qualifications Required: Must uphold and adhere to all policies and procedures of the Church and its affiliated charities, demonstrating ethical behavior and maintaining a professional demeanor at all times. Bachelor's degree and six or more years of professional experience in fundraising, development, relationship management, business development, sales, client management, higher education advancement, philanthropy, or a related field; or an equivalent combination of education and experience. Demonstrated ability to develop and maintain trusted relationships with diverse stakeholders. Demonstrated ability to influence outcomes through relationship-building, communication, and service. Experience managing a portfolio of relationships, clients, donors, prospects, or comparable stakeholders. Strong interpersonal, listening, communication, and presentation skills. Demonstrated ability to work independently and exercise sound judgment in complex situations. Ability to manage multiple priorities, relationships, and projects simultaneously. Demonstrated ability to provide exceptional service while appropriately handling confidential and sensitive information. Exercises sound judgment and professionalism in interactions with donors, leaders, partners, and colleagues. Maintains confidentiality and appropriately handles sensitive donor and organizational information. Builds collaborative relationships within and across teams. Communicates clearly and professionally with diverse audiences. Demonstrates accountability, initiative, and follow-through. Professional, persistent, patient, and respectful demeanor with the ability to navigate differing perspectives effectively. Nimble with change, versatile, and optimistic with a willingness to collaborate within and across teams. Ability to travel frequently and work evenings or weekends as needed to support donor engagement activities. Ability to be physically present for donor visits, events, meetings, and team collaboration activities as needed. Preferred: Advanced degree (MBA, MPA, or related field). Direct experience in frontline fundraising, major gifts, advancement, donor relations, or philanthropy. Experience working with high-net-worth individuals, business leaders, philanthropists, or professional advisors. Experience with donor relationship management systems and relationship management systems and fundraising practices. We need to decide sections: Qualifications (required) and maybe Skills? The instruction list includes Skills as possible heading. We could put required qualifications under Qualifications, and preferred under Skills? Or we could combine required and preferred under Qualifications. But we have to avoid filler. We have content for Qualifications (required) and maybe Skills (preferred). However the instruction says "Prefer a few substantive sections over many thin ones." So maybe we combine required and preferred into Qualifications section. Or we could have Qualifications (required) and Skills (preferred). Both are substantive. We also have About Us section (not in allowed headings). The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. About Us is not allowed; we should not create a heading for it. But we could incorporate its content into About the role? The About Us paragraph is about Church employees; it's not exactly about the role. Might be considered boilerplate? It's not about the role but could be considered organizational info. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. About Us might be considered not boilerplate but not required heading. Since we cannot use About Us heading, we could drop it or incorporate into About the role? Probably better to drop it as it's not directly about the role. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." If we drop About Us, we lose substantive info about Church employees. However maybe it's considered boilerplate? It's not EEO but it's generic. Might be okay to drop? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. About Us is not listed, but we must preserve ALL substantive information. So we should keep it. But we lack a heading for it. Could we put it under About the role? That would be mixing. Perhaps we can treat About the role as the section that includes both role description and About Us? The About the role heading is allowed. We could put the role description paragraph plus the About Us paragraph under About the role. That would preserve info. Alternatively we could create a custom heading? Not allowed. So we must stick to allowed headings. So we will put the role description and About Us under About the role. Now Requirements: The posting does not have a separate "Requirements" section besides qualifications. Could we treat Qualifications as Requirements? The allowed headings include Requirements and Qualifications. We could put required qualifications under Requirements and preferred under Skills? Or we could put all under Qualifications and leave Requirements empty (but we must not emit empty heading). So we need to decide. We have required qualifications (lots) and preferred qualifications (some). We could put required under Qualifications, and preferred under Skills. That seems reasonable. Thus sections: - About the role: includes role description paragraph + About Us paragraph. - Responsibilities: list of duties. - Requirements: maybe we could put "Must uphold and adhere to all policies..." etc? But those are qualifications. Hmm. Better: Use Requirements for mandatory requirements (like Bachelor's degree + 6 years experience, ability to travel, etc.) and Qualifications for preferred? But the list is long. Given the instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can use both Requirements and Qualifications. We'll split: Requirements = mandatory qualifications (the long list). Qualifications = preferred qualifications (advanced degree, direct experience, etc.). Skills could be omitted or we could put some skill statements under Skills. But we already have many skill-like statements in requirements. To avoid thin sections, maybe we just use Requirements and Qualifications, and omit Skills. Thus:
About the role
... role description paragraph ...
... About Us paragraph ...
Responsibilities
- ... each bullet ... ...
Requirements
- ... each mandatory qualification bullet ... ...
Qualifications
- ... preferred qualification bullets ... ...
- items for each duty. We can include the subheadings as part of the li text or as separate
- for any list of duties/requirements/benefits, and