This role involves providing project management, research, and other critical assistance to a highly collaborative team. The Philanthropy Associate works to support the creation of customized donor reports to ensure that donor engagement efforts are executed efficiently. The position also collaborates with a team of gift officers and volunteers to provide support with donor giving histories, as well as a wide variety of reporting, database management, and logistics.
Duties and Responsibilities
- Assist gift officers with Salesforce-based requests, including donor giving histories, engagement records, and updates to donor profiles
- Create complex, customized donor reports based on data from Salesforce
- Assist with event planning for gift officer-related events, coordinating with team members and volunteers as needed
- Provide administrative support for the team, including scheduling meetings and hosting Zoom sessions
- Support cross-functional projects within the Philanthropy Division and assist with various strategic initiatives as needed
- Perform other duties as assigned
Required Knowledge, Education, Experience
- Bachelor’s degree required; nonprofit development experience is preferred
- Minimum 3-5 years of experience in nonprofit fundraising, development, or major gift support roles
- Experience with Salesforce, Excel, PowerPoint, Word, and Zoom
- Experience interacting with high level donors and leadership
- Experience creating strategic collateral for donor stewardship
- Experience in creating high-level, comprehensive reports
- Excellent written and verbal communication and proofreading skills
- Knowledge of best business and development industry practices
Required Skills
- Strong organizational skills and the ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines
- Proven ability to work effectively with volunteers, staff, and senior leadership to drive results and foster positive donor relations
- High level of discretion and experience handling confidential information
- Positive attitude and the ability to meet tight deadlines
