Senior Associate, Donor Engagement & Partnership

Job Description

The Boston Foundation believes in enhancing and supporting the rich diversity of its residents through its grant making and employment policies. As an Equal Opportunity Employer, the Foundation encourages applications from diverse backgrounds.

About the Role

The Senior Associate, Donor Engagement & Partnership is integral to the team that supports fund advisors and prospects. Reporting to the Senior Director of Donor Engagement, this position provides administrative, organizational, and logistical support. The position also manages a small portfolio of 5-10 fund advisors and plans for special projects, including events.

Essential Functions

• Stewards and cultivates prospects and donors through relationship building, research, and event planning;
• Manages a small portfolio of 5-10 fund advisors;
• Drafts giving guides, correspondence, and other marketing materials;
• Provides technical and administrative support for events, including managing timelines and activities in coordination with the Events Team, tracking and coordinating guest lists, invitation mailings, and follow-up correspondence;
• Generates reports from Salesforce and Foundation Power databases;
• Reviews and analyzes data related to donor and prospect activities, gifts, and grants;
• Provides administrative and logistical support to three staff members engaged in donor cultivation and support;
• Manages calendars, scheduling, and appointment management for the Senior Director;
• Processes and submits expense reports and department invoices;
• Ensures the smooth facilitation of gifts and grants to Donor Advised Funds;
• Responds to inquiries from prospects/donors via telephone, correspondence, and email in a time-sensitive manner;
• Provides research and support for prospect/donor meetings and projects;
• Participates in onboarding of new Donor Advised Funds, drafting follow-up materials;
• Captures, coordinates, and follows up on internal and external meetings, convenings, conferences, and special events;
• Develops agendas, takes notes, creates presentations, and feedback surveys, and materials for internal and external events;
• Works collaboratively with colleagues to implement and uphold data integrity protocols;
• Maintains data for prospects, donors, and fund records in Salesforce database in a timely manner;
• Provides general administrative support to the entire Donor Engagement & Partnerships under direction of the Senior Director of Engagement.

Qualifications

• College degree or equivalent related experience; and
• At least 2-3 years work-related experience.

• Eagerness and ability to center equity and inclusion in the work;
• Familiarity with and/or interest in the non-profit sector, development, and/or non-profit management;
• Excellent demonstrated administrative, organizational, and calendar management skills;
• Impeccable attention to detail and accuracy;
• Ability to prioritize tasks and meet organizational deadlines;
• Strong Customer service orientation;
• Excellent verbal and written communication skills, including proofreading and editing;
• Participatory work style; team player and ability to give and receive constructive feedback;
• Able to work independently;
• A professional and mature interpersonal style, ability to interact well with a diverse range of people;
• Able to adjust work activity to various management styles;
• Strong knowledge of and successful experience setting up and hosting Zoom meetings;
• Demonstrated expertise with Microsoft Office products - especially Word, Excel, Outlook, and Power Point;
• Demonstrated expertise in data management and reporting skills; database experience in Salesforce strongly preferred;
• A can-do and will-do attitude, i.e. no task is too high level nor too basic;
• Ability to handle confidential matters in a discreet manner;
• Preference for an awareness, understanding, and connection to the Boston community.

Working Conditions & Physical Demands

• Ability to work for long periods of time at a workstation;
• Ability to use a computer monitor and keyboard for long periods of time;
• Ability to work onsite and remotely, as required.