Philanthropic Associate (Engagement)

Key Responsibilities

• Solicit and secure new gifts from new and existing donors to grow the Foundation’s invested assets, including prospecting, cold calls, developing a donor pipeline, making and closing the ask, generating leads, etc.
• This position is focused on new donor and fund acquisition.
• Manage and build portfolio of prospective and current unassigned donors; activities include research, developing communications, scheduling meetings, invitations to events, distributing Foundation knowledge, solicitation strategies, prospect management records, etc.
• Develop proficiency in donor services and develop core competencies
• Support the Director of Donor Engagement in the development of strategy, cultivation plans and activities for securing new gifts and engaging a diverse portfolio of new donors to include special projects
• Engage and support donors participating in SOG giving circle.
• Measure and monitor acquisition effectiveness and donor engagement; analyze and apply the results to tailor donor cultivation and services to ensure stewardship plans and activities align with Community Foundation strategy and goals
• Produce and update contact reports, solicitation tracking, gift history, cultivation/stewardship activities and research
• Perform administration of open/close fund process; submission, tracking and review process.
• Serve as the Shared Services liaison to ensure process flow execution.
• Support the introduction of relevant new services and make connections to existing services for prospective donors to solidify their philanthropic relationship with the Foundation
• Serve as in-office point of contact to answer current and prospective donor questions
• Partner with other team members on donor events and communication calendar to ensure high donor engagement and achievement of overall deliverables
• Aid the Sr. Planned Giving Associate with legacy society stewardship and tracking as needed
• Assist philanthropic officers and directors in meetings as needed with new/current donors and professional advisors
• Maintain a portfolio of prospects as part of the master prospect list and actively update moves management actions from qualification to cultivation, gift closing and stewardship with timely quality contacts to secure new funds and contributions
• Actively contribute to developing and maintaining a high-performing and cohesive team, including seeking out real-time feedback and owning individual goals and growth
• Actively support partnerships with the Community and Marketing/Communications departments to design and implement processes and opportunities for co-investment
• Operate with a continuous improvement mindset, identifying areas for increasing donor engagement, process/product standardization/streamlining and working with key individuals from all departments to ensure integration of all functions as necessary
• Stay current and integrate industry best practices into day-to-day operations, including new product ideas to diversify the Foundation’s portfolio of donor offerings
• Attend community meetings such as Kiwanis, Rotary, Chamber

Qualifications

• Bachelor’s degree in a related field
• Minimum of 3 years of experience in fundraising, donor relations, or a related field
• Strong interpersonal and communication skills
• Ability to work independently and manage multiple tasks simultaneously
• Proficiency in Microsoft Office Suite
• Experience with CRM software