The Donor Engagement Manager is responsible for donor acknowledgments, donor tracking, executing a multi-medium fundraising solicitation strategy, benefit and recognition fulfillment, and CRM maintenance. They will communicate with donors and guests to create a healthy rapport and build lasting donor relationships.
Requirements
- Maintain accurate constituent records in Salesforce
- Act as Salesforce Administrator
- Work closely with Finance to reconcile monthly donation records
- Generate and distribute fundraising metric/tracking reports
- Manage timely and successful execution of a multi-faceted fundraising project plan
- Create contact lists and prepare mass fundraising appeals
- Build/identify donor acquisition lists from new prospect sources
- Monitor campaigns, track donations and event attendance, and pull related reports from CRM
- Prepare annual donation summary tax letters
- Assist with the organization's brand and marketing strategies
- Ensure volunteer, guest, and donor email newsletter list segments are updated & accurate
- Initiate reports for donor stewardship tasks for assigned owners
- Enter and code all donations, pledges, and grants into Salesforce
- Record all in-kind donations to special events in Salesforce
- Reconcile supporter information in Salesforce
- Reconcile all revenue sources with Salesforce and event management software
- Document donor acknowledgement letter protocols
- Create and mail all donation/thank you/tax letters
- Assign, keep a log, and maintain Board Thank You Notes
- Assist donors with account updates, gift processing, renewals, refunds/invoices, and ensure accurate information
- Assist events by sending invitations, collecting RSVPs, answering questions, troubleshooting, on-site support during events, and following up on auction solicitations
- Connect with former Club members and keep them involved with our mission
- Help plan alumni events and activities
- Work with the Resource Development team to make sure alumni communications are consistent and welcoming
- Track alumni participation and update records in Salesforce