Overview
The Senior Donor Engagement Officer provides strategic direction and front-line stewardship to a portfolio of donor-advised fundholders. This position substantially contributes to the Foundation’s philanthropic vision, mission, and values – and thus to the overall quality of life in our community.
Responsibilities
Donor Portfolio Management
- Proactively manage portfolio of approximately 100-125+ DAFs, including corporate and committee-advised funds
- Develop long-term relationships through personal interaction with assigned fundholders, striving to connect fundholders with the Foundation Impact Areas, as well as causes they care about
- Provide excellent service, communication, and Foundation resources, to donor-advised fundholders (DAFs), ensuring they are achieving their philanthropic objectives through targeted grantmaking and fund management.
- Plan and implement a strategy to ensure assigned donors are given appropriate attention each year.
- Develop and implement an annual giving program as part of operational planning and budgeting for the Fund for the Triangle
- Facilitate face-to-face and virtual visits for stewardship and solicitation efforts.
- Consistently highlight the Foundation’s focus areas as funding opportunities and ensure that other staff-suggested grants to nonprofit partners are shared with fundholders.
- Educate fundholders on philanthropic trends, best practices, and Triangle community needs through partnership with Community Engagement
- Maintain current fundholder data, record donor engagement touchpoints in CSuite, the Foundation’s Customer Relationship Management (CRM) software.
- Use existing CRM and communication systems and processes to report on donor activity.
- Implements proficient and comprehensive philanthropic and donor stewardship best practices.
- Participates and engages with the Donor Engagement Team within the Philanthropic Engagement Department
- Attends bi-weekly Philanthropic Engagement meetings to contribute to larger Philanthropic Engagement strategies and objectives with a willingness to share ideas, skills, and information with peers to maximize department effectiveness.
- Works closely with other departments to leverage events, projects, and activities to enhance donor engagement and stewardship.
- Is a thought-partner with the Director of Donor Engagement to accomplish department objectives, strategies, and key performance indicators.
- Participates in assigned special projects as required.
QUALIFICATIONS & ATTRIBUTES
- Commitment to the Foundation's goals, values, and mission.
- Minimum of five years of experience working within fundraising departments at non-profit organizations.
- Direct experience and comfort in working with high wealth individuals.
- Willing to work flexibly within a hybrid work environment and to adjust activities and priorities to take on new responsibilities. In-office collaboration occurs in an open work environment comprised of workstations and huddle rooms.
- Ability to travel independently throughout the Triangle (Chatham, Durham, Orange, and Wake counties) to visit with fundholders and non-profits as necessary.
- Certified in Customer or Client Services is preferred.
- Strong data management skills: Experience with databases, Microsoft Office Suite and spreadsheet proficiency is crucial.
- Strong organizational, interpersonal, and facilitation skills to balance multiple projects and deadlines.
- Excellent judgment and ability to think independently.
- Ability and willingness to collaborate closely with other colleagues as a team.
- Excellent writing and oral presentation skills; experience in writing in a variety of styles and for a variety of audiences.
