EPIP
Overview
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. Donor Relations: Manage donor co-investment process in CFWNCs various grant programs. Donor Relations: Use database to design user-friendly reports. Donor Relations: Create and adhere to project timelines. Donor Relations: Assist donors with grantmaking as needed and ensure grants from donor advised funds align with the Foundations guidelines. Donor Relations: Collaborate with Program Department to share grant progress reports and coordinate site visits. Donor Relations: Collaborate with Development staff on various aspects of new and current fundholder relations and coordinated outreach and donor communications. Donor Relations: Support relationship managers via customized reporting and communications. Donor Relations: Work with Donor Relations team to plan, coordinate and execute donor events and communications. Donor Relations: Manage tracking and outreach for donor advised fund inactivity. Donor Relations: Occasional attendance at events outside of normal working hours of 9am 5pm. Donor Relations: 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. Technology: Serve on Community Suite (CFWNC database) team. Technology: Work with IT Director and Donor Relations team to research donor stewardship technologies. Qualifications
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.
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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. Donor Relations: Manage donor co-investment process in CFWNCs various grant programs. Donor Relations: Use database to design user-friendly reports. Donor Relations: Create and adhere to project timelines. Donor Relations: Assist donors with grantmaking as needed and ensure grants from donor advised funds align with the Foundations guidelines. Donor Relations: Collaborate with Program Department to share grant progress reports and coordinate site visits. Donor Relations: Collaborate with Development staff on various aspects of new and current fundholder relations and coordinated outreach and donor communications. Donor Relations: Support relationship managers via customized reporting and communications. Donor Relations: Work with Donor Relations team to plan, coordinate and execute donor events and communications. Donor Relations: Manage tracking and outreach for donor advised fund inactivity. Donor Relations: Occasional attendance at events outside of normal working hours of 9am 5pm. Donor Relations: 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. Technology: Serve on Community Suite (CFWNC database) team. Technology: Work with IT Director and Donor Relations team to research donor stewardship technologies. Qualifications
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.
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