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Position Description

The Donor Relations Officer provides frontline customer service and support to new and existing fundholders. This position reports to the Senior Donor Relations Officer. This is an in-person position and successful candidates will live in or relocate to Western North Carolina.

Responsibilities

Donor Relations

  • Build authentic relationships with donors by understanding their philanthropic interests.
  • Manage donor co-investment process in CFWNC’s various grant programs.
  • Use database to design user-friendly reports.
  • Create and adhere to project timelines.
  • Assist donors with grantmaking as needed and ensure grants from donor advised funds align with the Foundation’s guidelines.
  • Collaborate with Program Department to share grant progress reports and coordinate site visits.
  • Collaborate with Development staff on various aspects of new and current fundholder relations and coordinated outreach and donor communications.
  • Support relationship managers via customized reporting and communications.
  • Work with Donor Relations team to plan, coordinate and execute donor events and communications.
  • Manage tracking and outreach for donor advised fund inactivity.
  • Occasional attendance at events outside of normal working hours of 9am – 5pm.
  • Other duties as assigned.

Technology

  • Co-manage backend of Online Fund Portal platform, assist users, troubleshoot to resolve issues, and ensure documentation is up to date.
  • Serve on Community Suite (CFWNC database) team.
  • Work with IT Director and Donor Relations team to research donor stewardship technologies.

Desired Experience, Skills and Knowledge

  • College degree or equivalent required.
  • Three or more years of office-based administrative work experience.
  • Process oriented and data driven.
  • Relational and analytical skills.
  • Excellent Microsoft Office skills.
  • Relational (CRM) database experience required.
  • Project management skills preferred.
  • Familiar with email marketing platforms.
  • Excellent written and verbal communication skills; strong customer service skills.
  • High energy; positivity; ability to anticipate needs; proactive work style; ability to complete assignments independently, professionally, efficiently and in a timely manner.
  • Collaborate successfully with all staff members.
  • Ability to research and compile information.
  • Capable of reprioritizing tasks and embracing new responsibilities.
  • Maintain confidentiality regarding Foundation matters.
  • Commitment to the Foundation's goals and mission.