Engagement Officer

Duties and Responsibilities

• Manage a portfolio of approximately 150-200 prospective donors.
• Develop and implement individualized engagement, cultivation, and stewardship plans.
• Conduct regular outreach through meetings, calls, emails, and events.
• Identify opportunities to upgrade donor giving and move donors along the pipeline.
• Design and execute thoughtful engagement strategies, including impact reporting.
• Cook up coordination of touchpoints such as events, campus visits, and behind-the-scenes experiences.
• Ensure timely and meaningful acknowledgment of gifts.
• Partner with leadership and program staff to connect donors with mission-driven work.
• Identify prospective donors for further cultivation of major gifts.
• Collaborate on proposals, gift agreements, and case materials.
• Support broader fundraising campaigns and initiatives.
• Maintain accurate and up-to-date donor records in CRM systems.
• Track engagement activity, pipeline movement, and revenue progress toward goals.
• Analyze donor trends and recommend strategies to improve retention and growth.
• Work closely with major gift officers to transition donors when appropriate.
• Partner with communications teams to align messaging and storytelling.
• Support events and initiatives led by the advancement team.

Knowledge, Skills And Abilities

• Knowledge of donor cultivation, stewardship, and fundraising best practices.
• Proficiency in donor database management, reporting and activity tracking.
• Strong strategic planning, analytical, and problem-solving skills.
• Ability to translate organizational missions into compelling donor engagement opportunities.
• Ability to maintain confidentiality and use sound judgement.
• Willingness and ability to work evenings and weekends and travel in support of organizational events, meetings, and engagement activities.

Minimum Education and Experience

• Bachelor’s degree or equivalent experience required.
• Five years of experience in fundraising, donor relations, sales, or a related field.
• Demonstrated success in managing relationships and achieving revenue or engagement goals.
• Strong interpersonal and communication skills, with an ability to build authentic relationships.
• Excellent organizational skills and attention to detail.

Preferred Experience

• With CRM systems, including Raiser’s Edge and Tessitura.