Senior Associate Donor Engagement & Partnership

Senior Associate, Donor Engagement & Partnership

Department: Philanthropy Group

Reports To: Senior Director of Donor Engagement

FLSA Classification: Exempt

FTE: 1

Supervises: None

Hybrid Schedule (subject to change): 3-days a week in office; usually Tuesday, Wednesday and Thursday. The remaining 2-days may be worked remotely.

Position Budgeted: $60,000.00 to $70,000.00

The Senior Associate, Donor Engagement & Partnership is an integral part of the team that stewards and supports fund advisors and prospects. This position reports to the Senior Director of Donor Engagement and provides administrative, organizational and logistical support to the Director of Donor Engagement & Partnerships and the Associate Director of Donor Engagement & Partnerships. This position manages a small portfolio of fund advisors and plans and provides strategic support for special projects, including events.

• Stewards and cultivates prospects and donors through relationship building, research, and event planning;
• Manages a small portfolio of 5-10 fund advisors;
• Drafts giving guides, correspondence and other marketing materials;
• Provides technical and administrative support for events, occasionally outside of business hours, including managing timelines and activities in coordination with the Events Team, tracking and coordination of guest lists, invitation mailings and follow-up correspondence;
• Generates reports from Salesforce and Foundation Power databases;
• Reviews and analyzes data related to donor and prospect activities, gifts, and grants;
• Provides administrative and logistical support to three staff members engaged in donor cultivation and support;
• Manages calendars, scheduling and appointment management for the Senior Director;
• Processes and submits expense reports and department invoices;
• Ensures the smooth facilitation of gifts and grants to Donor Advised Funds;
• Responds to inquiries from prospects/donors via telephone, correspondence and email in a time-sensitive manner;
• Provides research and support for prospect/donor meetings and projects;
• Participates in onboarding of new Donor Advised Funds, serving as co-interviewer, notetaker, and follow-up contact; drafts follow-up materials;
• Coordinates, sometimes in conjunction with other staff, internal and external meetings, convenings, conferences and special events;
• Develops agendas, takes notes, creates presentations and feedback surveys, and materials for internal and external events;
• Works collaboratively with colleagues to implement and uphold data integrity protocols;
• Maintains data for prospects, donors and fund records in Salesforce database in a timely manner;
• Provides general administrative support to the entire Donor Engagement & Partnerships under direction of the Senior Director of Engagement.

• Collaborates with internal working groups with other departments at the Foundation;
• Individuals assigned to this position may perform other duties as assigned.

• College degree or equivalent related experience;
• At least 2-3 years work-related experience;
• Eagerness and ability to center equity and inclusion in the work;
• Familiarity with and/or interest in the non-profit sector, development, and/or non-profit management;
• Excellent demonstrated administrative, organizational and calendar management skills;
• Impeccable attention to detail and accuracy;
• Ability to prioritize tasks and meet organizational deadlines;
• Excellent verbal and written communication skills, including proofreading and editing;
• Participatory work style; team player and ability to give and receive constructive feedback;
• Able to work independently;
• A professional and mature interpersonal style, ability to interact well with a diverse range of people;
• Ability to adjust work activity to various management styles;
• Strong knowledge of and successful experience setting up and hosting Zoom meetings;
• Demonstrated expertise with Microsoft Office products - especially Word, Excel, Outlook and Power Point;
• Demonstrated expertise in data management and reporting skills; database experience in Salesforce strongly preferred;
• A can-do and will-do attitude, i.e. no task…