Title: Donor Care Coordinator 

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:

Are you an extrovert or people person? Are you passionate about connecting people to the mission? This role will deepen donor relationships and listen to donors to identify partnership opportunities. They will have a proven ability to foster, maintain, and manage relationships with a diverse donor base. 

The ideal candidate will help the Donor Engagement team stay connected to current donors and acquire new donors. 

Essential Functions:

• Coordinate and administer monthly donor stewardship strategy meetings in conjunction with the Director of Donor Engagement and chief officers.
• Plan and execute an annual communication plan for monthly and pledge donors.
• Respond to gifts, questions, and requests from donors in a timely manner. 
• Thank all new donors through phone calls and written correspondence.
• Assists with the production and distribution of annual donor communications such as holiday cards, thank you notes, and annual reports.
• The coordinator will lead the execution and follow up of prospect point of entry events.
• Maintains donor privacy and accurate record keeping through CRM Virtuous.
• Identifies donors for special stewardship by the Donor Engagement Director or a chief officer.

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. Thank prioritized donors in a timely manner (within 48 hours).
2. Maintain and grow donor relationships and engagement through relationship building and responsive fundraising approach.
3. Lead planning and execution of donor events and communications.
4. Use tools (CRM/Google/LinkedIn) to make moves management recommendations for currently unengaged or under-engaged donors.
5. Set and attend meetings with current and prospective donors monthly.

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 engage via written, oral, and visual media.
• CRM or donor database software (Virtuous preferred).
• General understanding of fundraising, specifically donor relations and communication.
• Understanding of the Benevon fundraising model a plus.

Skills:

• The ideal candidate will possess exemplary interpersonal and written communication skills as well as phone skills and etiquette.
• 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.

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 related field(s).
• Preferably with a Non-profit, Education, Sales, Customer Service, 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.
• General understanding of relationship building and management.

Other Requirements:

• Must be a “people person.” Must thrive making connections and building relationships.
• 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: 3/7/2024

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.