Annual Giving Coordinator Wisconsin Foundation, Inc.

Type of Employment: Full-Time, Non-Exempt

Incumbent: Vacant

Reports to: Annual Giving Director

Location: Wisconsin Historical Foundation, Madison, Wisconsin

Position eligible for hybrid work option with the expectation of in-person work duties three days a week. Standard business hours with occasional evening and weekend for special events may be required.

If you are passionate about providing a strong customer experience, have interest in a nonprofit career, have some administrative experience and thrive in a data driven environment, we hope you’ll check out this position!

The Wisconsin Historical Foundation exists to advance the mission of the Wisconsin Historical Society.

• Mission:
  The Society connects people to the past by collecting, preserving, and sharing stories.
• Vision:
  Enriching and transforming lives through unparalleled access to history.
• Values:
  We believe that increasing the public’s knowledge of history has profound societal, cultural, and economic benefit.

As a 501(c)3 tax exempt organization, the Foundation receives grants and private contributions benefiting the Society, administers the membership program, and provides marketing services for the Society.

The Annual Giving Coordinator is responsible for supporting the Foundation’s membership and annual giving program by providing daily customer service, coordinating membership solicitations, delivering member benefits and donor acknowledgements, and performing gift entry to reach aggressive revenue targets and membership goals. This person is a part of the fundraising team and works closely with finance and operations staff.

• Keep a positive customer experience top-of-mind in all work at the Foundation.
• Provide high quality and dependable customer service on the phone, via email and in-person Monday through Friday during business hours.
• Ensure the Foundation’s customer service experience contributes to increased membership retention and overall fundraising.
• Align the Foundation’s customer service experience with the customer experiences provided at the Society’s various locations and call centers.
• Provide occasional in-person support at regional events and conferences.

• Develop and maintain a strong understanding of the Foundation’s Raiser’s Edge donor database with a focus on gift processing, donor records, and queries.
• Co-own the daily charitable gift entry processes to ensure every gift entered leads to proper donor recognition and stewardship.
• Enter daily charitable gifts from mail, phone and web into Raiser’s Edge.
• Infer and make decisions on donor intent when vague or unclear on giving device and follow-up with donors via phone or e-mail as needed.
• Update donor constituent records as needed to ensure successful solicitation and stewardship efforts.

• Collect daily mail from local post office, and sort and distribute to Foundation staff.
• Execute the ongoing renewal process for standard levels of membership which includes:
  • Managing donor list and data for quarterly mail and email renewal touchpoints
  • Working with external vendor to print and mail all membership renewals
  • Preparing and sending electronic membership renewals
  • Preparing and sending supporting level membership solicitations for seven cycles during the year
• Coordinate membership benefit fulfillment and donor acknowledgment process.
• Think creatively about how to improve membership processes and grow the membership program and participate in one‑on‑one and group strategy meetings.
• Coordinate the Foundation’s volunteer schedules and workloads.
• Other duties as assigned.

This job may be for you if you…