Department: Donor Engagement 

Job Status: Active

FLSA Status: Exempt 

Reports To: Director of Donor Engagement

Grade/Level: Coordinator

Amount of Travel Required: up to 10% travel time expected 

Job Type: Full Time - salary

Positions Supervised: None

Position Summary:

Do you love research and writing? Does your passion shine through written communication? This role will lead out grants and foundation relationship management through research, writing, reporting and foundation relationship cultivation. Additionally, this position will support and collaborate with the Donor Care Coordinator to ensure all donors are receiving appropriate appreciation and attention, particularly those interested in estate planning. This role will lead the research and communication plan for donors interested in estate planning resources.

Essential Functions:

• Utilization of database tools (Virtuous) for documentation, external research (Google, LinkedIn) to facilitate foundation research, proposal/grant writing, lead generation, cultivation, and reporting process.
• Research and recommend estate planning resources to appropriate donors and Donor Engagement Team.
• The coordinator will contact appropriate prospects identified through the research and conduct an assessment of viability. 
• The coordinator will facilitate next steps including meetings/presentations for viable leads.
• The coordinator will capture all the requirements for the grant submission process, and ensure that the proposal is well written and follows all the requirements. 
• The coordinator will ensure that all updates, required reports and engagement opportunities are being appropriately tracked and completed.
• The coordinator will research and share recommended estate planning resources including donor advised funds, wills, trusts, etc. for individual donors, team members’ portfolios, and proactive estate planning communications.
• The coordinator will collaborate with the Donor Care Coordinator to ensure all donors are receiving appropriate engagement.

Reasonable Accommodations Statement: To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.   

Deliverables:

1. Meet the budgeted grant income goal yearly.
2. Maintain and grow current and future foundation funder relationships.
3. Coordinate with program personnel to ensure timely completion and submission of grant applications and reports.
4. Plan and execute communication plans for long term donors and estate planning resources.
5. Thank and communicate with any assigned donors in a timely manner (within 48 hours).

Competency Statements 

• Communication, Oral - Ability to communicate effectively with others using the spoken word.  
• Communication, Written - Ability to communicate in writing clearly and concisely.   
• Friendly - Ability to exhibit a cheerful demeanor toward others.  
• Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.  
• Initiative - Ability to make decisions or take actions to solve a problem or reach a goal.  
• Motivation - Ability to inspire oneself and others to reach a goal and/or perform to the best of their ability.  
• Organized - Possessing the trait of being organized or following a systematic method of performing a task.  
• Reliability - The trait of being dependable and trustworthy.  
• Time Management - Ability to utilize the available time to organize and complete work within given deadlines.   
• Working Under Pressure - Ability to complete assigned tasks under stressful situations.  

POSITION QUALIFICATIONS -

SKILLS & ABILITIES

Knowledge of:

• Communication techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
• Collecting qualitative and quantitative information through research and interviews.
• CRM or donor database software (Virtuous preferred).
• General understanding of fundraising, specifically grants/foundations and estate planning. Knowledge of the fundraising model Benevon a plus.

Skills:

• Basic technological skills: using computers,, and telephones as well as trouble-shooting.
• Excellent interpersonal skills to interact with leadership, clients, donors, and peers.
• Basic professional skills.
• Determining organizational needs and donor's ability and affinity.
• Exemplary interpersonal and written communication skills. Please note, a writing sample will be requested.
• A proven ability to track and meet multiple deadlines while remaining detail oriented.

Abilities:

• Ability to maintain confidentiality and follow processes for confidential information.
• To effectively communicate.
• To report necessary information in a clear, concise, and accurate manner.
• To build rapport with potential donors and other stakeholders.
• To work within a professional office team setting and maintain a professional appearance.
• To make informed, objective decisions with integrity. 
• Must be a self-starter, able to show initiative and intentional effort to plan ahead with forethought, assess and prioritize daily demands of the job, and follow through in a timely professional manner.

Experience:

• Minimum three years in grant writing or a related field(s).
• Preferably with a non-profit, education, copywriting/editing, Human Services, or other related industry in fund development, stewardship, advancement services or related field. Previous experience interacting with donors is preferred.
• High school diploma or equivalent required, Bachelor’s degree preferred.

Computer Skills:

• Excellent computer skills, particularly with word processing, spreadsheet programs, and database management. 
• General understanding of Google Suite.
• General understanding of CRM Virtuous.

Other Requirements:

• Languages: Must be able to effectively communicate orally and in writing, in the English language, with proper etiquette.
• Office or other equipment: Normal use and understanding of basic office equipment including the computer and its related software.
• Able to learn donor database software for the purpose of research and data updates. 

PHYSICAL DEMANDS:

N (Not Applicable) Activity is not applicable to this position. 

O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs/day) 

F (Frequently) - Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day) 

C (Constantly) - Position requires this activity more than 66% of the time (5.5+ hrs/day)

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Stand: F Walk: F Sit: F

Manually Manipulate F Reach Outward O Reach Above Shoulder O

Climb N Crawl N Squat or Kneel O

Bend O Grasp O Speak F

Other Physical Requirements

Vision (Near, Distance, Color, Peripheral, Depth)

Sense of Sound

Sense of Touch 

WORK ENVIRONMENT:

An office environment in a controlled atmosphere building.

Prepared By: Sarah Phelps Date: 3/8/2024

Approval:_____Brandis Saunders_________________ Date: __3/12/2024___

Employee Signature: ______________________________ Date: ________

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.