Job Summary: 

• Identify potential risks to the institution or coalition related to donor relations, convey those to Management, and assist in developing solutions
• Respond to donor requests and proactively steward major institutional donors
• Develop a deep understanding of existing donors’ priorities and manage the relationship in coordination with program officers
• Cultivate the Donor Support Group and organize annual meetings, ensuring timely responsiveness to concerns and advice, all toward informed, strong, and continued support
• Respond to donor needs for presentation materials, coordinate meetings with appropriate staff, and otherwise ensure that donor requests are met
• Proactively inform donors about successes, challenges, and key learnings in order to improve positioning, increase opportunities for further funding, and encourage donors to prioritize values across portfolios
• Represent at donor-convened meetings and present on accomplishments
• Liaise with the strategic communications team, regional teams, and strategic analysis teams to capture successes and ensure these are communicated to donors through both reporting and other avenues
• Oversee any audits or evaluations requested by existing donors
• Lead the production of proposals and contribute to cultivating funders
• Draft or oversee the drafting of concept notes and proposals, particularly for existing donors
• Assist in new donor prospecting and cultivation activities as directed
• Support the SAGE and Regional program Directors and teams in prospecting and grant writing
• Respond to calls from Coalition members for joint fundraising

Skills on Resume: 

• Risk Management (Hard Skills)
• Donor Relationship Management (Soft Skills)
• Strategic Communication (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Proposal Writing (Hard Skills)
• Meeting Coordination (Soft Skills)
• Reporting and Analysis (Hard Skills)
• Fundraising Strategy (Soft Skills)

Job Summary: 

• Design and implement integrated donor relations and reporting system
• Design an integrated system and maintain a reporting calendar to manage donor reporting
• Ensuring alignment between organizational priorities and donor commitments and minimizing duplication of efforts
• Maintain a centralized log frame with assigned reporting responsibilities across the donor management teams
• Streamline the organization’s donor engagement processes
• Assist in monitoring and evaluation
• Manage the compiling, writing, and editing of donor reports, procuring necessary input from across the organization and donor leads
• Ensuring that overarching donor priorities and key messaging are integrated into the report
• Oversee production of Annual Narrative Report and contribute to drafting
• Ensure those donor commitments are integrated into annual planning process
• Assist finance in determining the proper allocation of donor funds to programmatic objectives
• Support program staff to ensure that program expenses align with budget restrictions, donor regulations, and grant specifications
• Liaise with finance to ensure alignment between financial and narrative reporting

Skills on Resume: 

• System Design (Hard Skills)
• Calendar Management (Hard Skills)
• Coordination (Soft Skills)
• Process Streamlining (Hard Skills)
• Monitoring (Hard Skills)
• Report Writing (Hard Skills)
• Budgeting (Hard Skills)
• Compliance (Hard Skills)

Job Summary: 

• Maintaining a donor relations strategy and engagement plan, which outlines opportunities for strengthening relationships with existing donors and growing relationships with prospective donors.
• Monitoring progress on donor contracts and tracking targets to ensure they are achieved.
• Writing and developing donor proposals, with the support of the Programme Officers and programme departments.
• Monitoring donor reporting schedules, internal review processes, and timely submission of all deliverables.
• Writing and compiling inputs for donor reports, with the support of the Programme Officers.
• Line managing Programme Officers, and work relating to donors and monitoring and evaluation.
• Overseeing monitoring and evaluation of all donor contracts, including tracking indicators, and oversight of monitoring and evaluation activities conducted by community outreach teams.
• Providing support to the Information Management department to ensure that data shared with donors is of a high quality.
• Coordinating with all programme departments and location offices 
• Coordinating with HQ departments 
• Maintaining strong working relationships with donors and partners at a country level, including by representing HALO at relevant meetings.
• Exploring opportunities for new donors and partners, in particular focusing on the empowerment of women, professional development, conservation and development to maximise the impact of HALO programmes.
• Supporting with programme communications opportunities.
• Working on other standalone projects and initiatives.
• Supporting compliance with HALO policies and procedures.

Skills on Resume: 

• Donor Strategy (Hard Skills)
• Progress Monitoring (Hard Skills)
• Proposal Writing (Hard Skills)
• Report Management (Hard Skills)
• Team Management (Soft Skills)
• Evaluation Oversight (Hard Skills)
• Data Quality Assurance (Hard Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Enter all A/R donors and contact information (name, address, phone number, etc.) into accounting software system.
• Troubleshoot donor inquiries with donations, automatic transactions, premium fulfillment, and recurring gifts.
• Help manage the Active Sustainers portfolio by generating lists of expiring or cancelled credit cards and updating donor records.
• Work with development staff to process in-house cultivation, stewardship, and solicitation mailings.
• Provide administrative support to the development team.
• Help with other fundraising/program activities
• Support the Foundation Business Manager on the gift agreement process
• Enter gift and biographical information associated with major and mid-level donors, grants, and planned gifts in database
• Ensure soft credits, memberships, and relationships are accurately tracked in the database, scan and file all digital documents associated with gifts
• Download and enter gifts into database received via various donation platforms, including Benevity, Employer Matching Platforms, PayPal, etc.
• Assist in the monthly reconciliation and month-end and year-end closing processes through collaboration with the Foundation Business Manager
• Update records, including but not limited to linking, merging, and accurate coding to ensure donors are kept in appropriate solicitation cycles, and complicated relationships are tracked
• Assist in the planning and preparation for all Foundation and campus donor related events, including Chancellor Circle donor appreciation event, three campus Scholarship Awards, Annual Golf Tournament, President’s Luncheon (Cañada), Jazz on the Hill/Galas (CSM), President’s Breakfast (Skyline), and other events assigned by the Executive Director
• Screen calls, visitors, and electronic inquiries to provide policy and procedural information and/or to take messages and make appropriate referrals

Skills on Resume: 

• Data Entry (Hard Skills)
• Troubleshooting (Soft Skills)
• Portfolio Management (Hard Skills)
• Administrative Support (Soft Skills)
• Gift Processing (Hard Skills)
• Fundraising Support (Soft Skills)
• Reconciliation (Hard Skills)
• Record Updating (Hard Skills)

Job Summary: 

• Assist with database migration to Every Action and manage the database.
• Update donor information in the database and perform regular data hygiene including donor record changes such as do not mail, deceased, Address changes, etc.
• Conduct quality control checks on donor data, campaigns, dashboards, and reports.
• Work cross-functionally to design, implement, and build reports to gain insights about donors.
• Execute Direct Mail data pulls and various other data requests from vendors, ensuring best practices for data quality, governance, and reporting.
• Assist with accurate campaign tracking across all channels by entering source codes to track behavior and revenue and ensure accurate data analysis for testing results and fundraising strategies.
• Assist with uploading results from all campaigns across all channels to the proper donor management systems.
• Process daily, weekly, and monthly gift entry, including, but not limited to, batch processing and direct mail appeal imports.
• Generate annual statements, acknowledgment/thank you letters, and tax receipts.
• Confirm and record matching and employee giving campaign gifts.
• Regularly generate EFT donation reports and import data into donor database.
• Work in partnership with accounting to ensure that all donations (gifts via white mail, ACH, and online) are accurately recorded in the donor database.
• Create reconciliation reports as needed by the finance department.

Skills on Resume: 

• Database Management (Hard Skills)
• Data Hygiene (Hard Skills)
• Quality Control (Hard Skills)
• Cross-functional Collaboration (Soft Skills)
• Data Reporting (Hard Skills)
• Campaign Tracking (Hard Skills)
• Gift Processing (Hard Skills)
• Donation Reporting (Hard Skills)

Job Summary: 

• Develop an individual and corporate giving program to help the company deepen relationships with 2,500+ donors.
• Establish goals, develop activities, and create programming as part of an individual and corporate giving program.
• Collaborate with co-workers to develop opportunities for donors to interact with the organization as volunteers, event participants, or ambassadors.
• Use donor data to develop differentiated strategies for communicating with donors at different levels of giving.
• Steward donors through a variety of communication tools including, but not limited to email, letters, social media, phone, virtual meetings, and in-person meetings.
• Track and recognize pro bono support and in-kind donations provided to the organization.
• Manage the organization’s membership programs.
• Help the communications team execute a messaging and communications strategy for building a sustained base of donors.
• Manage a solicitation calendar and solicit strategic participation of key staff and board members in individual donor development activities.
• Ensure timely and accurate gift entry and acknowledgment process, including documentation and follow up of verbal and written pledges.
• Create metrics and a reporting system to track development progress.
• Work effectively with co-workers to foster a culture of philanthropy.
• Support systems and infrastructure readiness by making recommendations on the use, upgrade, and maintenance of the company communication system.
• Understand the company mission, goals, and programming to effectively identify, research, monitor, and engage prospective donors.
• Help the Executive Director monitor and advance opportunities to support disaster recovery funding, including gap financing for redevelopment projects and capacity support for coalition partners.
• Be a visible presence at the company's public functions and special events, once events are resumed.

Skills on Resume: 

• Donor Engagement (Soft Skills)
• Data-Driven Strategy (Hard Skills)
• Stewardship (Soft Skills)
• Volunteer Coordination (Soft Skills)
• Membership Management (Hard Skills)
• Communications Strategy (Hard Skills)
• Gift Processing (Hard Skills)
• Donor Research (Hard Skills)

Job Summary: 

• Design and draft creative and thoughtful emails to support fundraising campaigns and donor relationships
• Reach out to donors via email and phone to schedule meetings for the CEO and CDO
• Have informational and/or logistical conversations with donors over the phone and by email
• Design and draft press releases, articles, one-pagers, annual impact reports, reports for donors and other materials in support of fundraising efforts
• Create campaign-specific thank you letters for fundraising campaigns and events
• Use Donor Search and Salesforce to prepare data on prospective and current donors, and to identify qualified prospects for higher level giving
• Develop and maintain grants calendar and tracking sheet
• Maintain grants management spreadsheets for individual donors, prospects and funders
• Gather information necessary for grant applications
• Draft grant proposals and final reports
• Support student fundraising campaigns and meet regularly with Student Director of Fundraising and Student Director of Communications to mentor and serve as a reference point for efforts
• Support the execution of fundraising campaigns
• Assist with day-of preparations and onsite execution of events, act as a representative of the organization and touchpoint between the organization and guests.

Skills on Resume: 

• Email Writing (Hard Skills)
• Donor Communication (Soft Skills)
• Press Release Writing (Hard Skills)
• Campaign Design (Hard Skills)
• Data Analysis (Hard Skills)
• Grants Management (Hard Skills)
• Proposal Writing (Hard Skills)
• Mentorship (Soft Skills)

Job Summary: 

• Take ownership of donor acknowledgment and gift reporting in adherence with the Donor Bill of Rights, donor recognition programs, and annual fund reports.
• Direct, initiate, and inform conversations surrounding the development and implementation of a best-in-class donor relations and stewardship program that targets all levels of giving.
• Proactively support the stewardship responsibilities of the development staff by assisting them in establishing and coordinating individualized stewardship plans for donors 
• Ensures all gifts are acknowledged in a timely and appropriate manner.
• Segments stewardship and donor relations activities by constituent type and level in order to provide a custom and appropriate acknowledgment and recognition.
• Acts as a resource and specialist to Advancement personnel in order to provide personalized cultivation and stewardship assistance to donors and prospects
• Assists with the planning and execution on donor-centric events, which may include planning, communications, calendaring, invitations and invitation lists, and event program and/or activities.
• Develops annual reports for endowment funds and one-time gifts.
• Tracks donor relations and stewardship activities in the established database, Salesforce, and understands how to use data to drive daily activities, processes, and create work efficiencies.
• Responsible for identifying, ordering, and maintaining inventory Advancement giveaways, gifts, and other materials designed for donors.
• Brings creativity and joy to connect with donors and celebrate giving.

Skills on Resume: 

• Gift Acknowledgment (Hard Skills)
• Donor Stewardship (Soft Skills)
• Event Planning (Soft Skills)
• Segmentation (Hard Skills)
• Relationship Management (Soft Skills)
• Data Management (Hard Skills)
• Report Development (Hard Skills)
• Inventory Management (Hard Skills)