Donor Relations Manager​/Mid-Level Officer

Description

Main Job Function and

Purpose:

To serve a caseload of donors by initiating, building and maintaining dynamic, reciprocal relationships with individuals, couples, families, churches, and businesses who partner financially with Orange County Rescue Mission.

The Mid-Level Officer (MLO) is responsible for completing tasks and projects that support and maintain an environment that instills the advancement of those we serve towards dependency on Jesus Christ and financial self-sufficiency; the fulfillment of ministry mission & eight key values; and the efficient & accountable stewardship of ministry resources.

This is a full-time position with a schedule of Monday - Friday, from 8:00am-5:00pm.

Requirements

Essential Job Duties with optional subcategories:

1. Manages a caseload capacity of 400 – 600 donors. (70%)

a. Cultivate donor relationships by updating, appreciating, and asking mid-level donors to deepen their financial partnership.

b. Solicits and closes gifts from mid-level donors.

c. Executes strategy through phone, email, mail, and touchpoints.

d. Learn about programs and projects to effectively communicate the mission to donors.

e. Conducts oneself in a professional, friendly, and truthful manner to donors with the purpose of deepening their engagement to the ministry’s mission.

2. Updates the CRM database with call notes and new information about donors to maintain clean data hygiene for all assigned donors. (20%)

3. Researches, identifies, and promotes hand-off of high-capacity donors to the appropriate Major Gift Officer (MGO), with consultation and approval by the DOD. (5%)

4. Meets with the Director of Development (DoD) on a bi-weekly basis and the Chief Development Officer (CDO) on a quarterly basis for accountability and to discuss strategy and mid-level donor initiatives. (5%)

Key Performance Indicators
:

• Elevation of a minimum of 10 mid-level donors up to the major donor level on an annual basis based on donors’ increased giving and identified passions and interest.
• Achievement of an average of 8
  -12 annual touchpoints to all caseload donors in accordance to the strategic plan and/or current initiatives determined by the DOD and CDO.
• Execution of a minimum of 3 solicitations for all caseload donors on an annual basis, with consultation and approval from the DOD.
• Maintenance of BoB (Book of Blessings) – a robust spreadsheet template for planning and accountability – with a perpetual goal of 100% data hygiene.
• Execution of touchpoint creation and organization in partnership with team members.

Education: Bachelor's Degree (BA)

Experience: 2-3 yrs of job related work experience.

Communication

Skills:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write business reports, correspondence and procedure manuals and present complex information.

Math

Skills:

Intermediate:
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.

Reasoning: High

Skills:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Essential Job Duties with optional subcategories (Please add by priority and time spent in percentage for each job duty):

Additional

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