Resource Development Coordinator - Campaign, Data & Donor Stewardship
United Way · Baytown, TX · 2 wk ago
Business Development$45k–$50k/yrFull-time
Essential Job Duties and Responsibilities
- Support workplace campaign implementation and administration.
- Maintain campaign timelines, tracking tools, and campaign materials.
- Cookware distribution, toolkit distribution, and online campaign resources.
- Support Employee Campaign Coordinators with communications and resource requests.
- Track campaign progress and assist with campaign reporting.
- Ensure confidentiality of all donors and company information.
- Keep up to date on emerging trends and opportunities and align with UW resource development goals.
Database Management & Reporting
- Maintain accurate donor, campaign, and gift information in ANDAR360.
- Process gifts, pledges, payments, and accounts receivable transactions.
- Reconcile fundraising revenue from online giving platforms and payment processors.
- Generate reports, dashboards, donor lists, and campaign performance summaries.
- Monitor donor trends and identify opportunities for retention, reactivation, and growth.
- Ensure data integrity, confidentiality, and compliance with organizational policies.
Donor Stewardship
- Prepare donor acknowledgments, stewardship communications, and recognition activities.
- Track donor touchpoints, follow-up activities, and engagement opportunities.
- Maintain donor records, contact notes, and stewardship plans.
- Aid in donor retention and upgrade strategies through data tracking and reporting.
- Aid in tax receipt processing and designation mailings.
- Prepare financial reporting for incoming pledges and accounts receivable for bi-monthly reconciliation with the Resource Development Manager, including Zeffy, Stripe, Square, PayPal, etc., following standardized procedures.
- Update the Resource Development Dashboard to highlight the department's goals and KPIs
- Maintain up-to-date donor information in ANDAR360 and other platforms and submit modifications to the system manager, as needed.
- Monitor trends and segment donor lists to support donor stewardship strategies and to identify potential lapsed donors and upgrade opportunities.
- Manage pulling and creating a variety of reports for distribution.
Administrative & Operational Support
- Cookware coordination, meeting preparation, scheduling, communications, and documentation.
- Aid in volunteer training, recognition efforts, and tracking; reporting quarterly.
- Aid in departmental reporting and KPI tracking.
- Maintain accurate records and documentation for fundraising activities.
- Aid in other fundraising initiatives as assigned.
Community Action and Public Awareness
- Represent United Way at community meetings, workplace campaigns, presentations, and events when needed, serving as a professional and informed ambassador.
- Make relevant presentations to a variety of groups and individuals.
- Manage the submission of Resource Development media requests and the upload of pictures to ensure timely inclusion in the monthly Marketing plan.
- Manage and make available the annual campaign toolkit materials and ensure all current versions are accessible for partners through our online platforms.
- Support organizational storytelling by gathering presentation materials, drafting meeting materials, and supporting partners for special requests.
- Other duties as needed to ensure relevant communication tools are in use and that events and meetings are successful.