Donor Relations Manager

The Salvation Army Western USA - Honolulu, HI (10 months ago)

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THE SALVATION ARMY
HAWAIIAN & PACIFIC ISLANDS DIVISION
JOB DESCRIPTION
Donor Relations Manager

DEPARTMENT: Development
POSITION TITLE: Donor Relations Manager
DIRECT SUPERVISOR: Divisional Executive Director of Development
FLSA STATUS: Exempt, 40 Hours a Week
DATE: JULY 2019

GENERAL STATEMENT: The Salvation Army is a branch of the Christian Church, and the ultimate goal of all programs is a spiritual regeneration of all people.
MISSION STATEMENT: The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by love for God. Its mission is to preach the Gospel of Jesus Christ and meet human needs in His name without discrimination.
JOB SUMMARY: Working under the supervision of the Director Of Development, the Donor Relations Manager will effectively steward and cultivate new donors and retain existing donors who give at a mid-level amount. The Donor Relations Manager will foster relationships with current donors and will steward lapsed donors and those that have mid-level giving potential. Furthermore, the Donor Relations Manager will maintain all mid-level communication and contact on portfolio.

ESSENTIAL FUNCTIONS (70%):
  • Identify donors that currently give at the mid-level range that are currently on our list and cultivate those donors who have the capacity to give more by researching their wealth and giving capacity. The Donor Relations Manager will work with the Donor Relations Director to come up with a plan on how to get those donors to become a major gifts donor.
  • Donors identified will be stewarded through an annual gifts program. The donor relations manager will steward a caseload of approximately 110 donors, ranked by annual giving amount, frequency of giving, relationship and giving capacity.
  • The Donor Relations Manager will maintain a donor watch list in portfolio for continuous awareness of potential mid-level donors and will cultivate these donors, moving them toward the mid-level donor program.
  • Using portfolio tracks, the donor relations manager will create a stewardship plan for donors on caseload based on specific giving levels. The manager will review caseload on a regular basis to ensure all mid-level donors are being stewarded at the correct giving level.
  • The donor relations manager will identify and develop donor recognition opportunities through creating a mid-level donor giving society of donors within a specific amount.
  • The Donor Relations Manager will use The Salvation Army Events as a way to cultivate donors and encourage donor involvement.
  • The Donor Relations Manager will create a stewardship plan for donors who give at specific levels. Giving levels are tiered based on annual giving as follows:
o Tier A: $750 to $1,000
o Tier B: $500 to $750
o Tier C: $200 to $500
  • Donor Relations Manager will contact each mid-level donor to introduce herself and begin fundraising relationship. Manager will also contact donors after a donation is made to acknowledge gifts and to increase contact with donors.
  • Goal number of face to face visits is two per month, totaling 24. Donor Relations Manager will identify donors in the top tier of the mid-level donor giving program with the greatest relationship, interest and giving capacity to meet with in person.
Education and Training (10%)
  • The Donor Relations Manager will continue education on mid-level donor programs, fundraising, stewardship and best practices throughout the year. The Donor Relations Manager will attend one conference on mid-level donor stewardship.
  • Donor Relations Manager will learn more about planned giving and major gifts through seminars, presentations and continuous education to better communicate with donors and become more familiar with opportunities for donors to make a large impact on their community.
Planned Giving and Donor Relations Support
The successful candidate will support the Director of Planned Giving and Donor Relations Director (20%)

  • Provide administrative and donor development expertise to the Director of Planned Giving and Donor Relations Director which include, but not limited to: airline and hotel arrangements, mailing correspondence to THQ, and mailing all FedEx documents to THQ.
  • Develop effective written donor correspondence designed to meet the specialized needs of the donor and the department.
  • Create, print and send accurate acknowledgements along with other Planned Giving and Donor Relations correspondence in a timely manner.
  • Expedite requests and inquiries from callers, visitors, staff, board members and volunteers in an effective and professional manner.
  • Assist in coordinating scheduling of donor and prospective donor appointments with the Director of Planned Giving and Donor Relations.
  • Assist in creation, preparation and distribution of Development materials.
  • Responsible for all planned giving illustrations for existing charitable gift annuity (cga), prospect and bequest donors due by October 15 for the Fall and March 15th for the Spring.
  • Initiate donor research and interact with staff to identify new major donor & planned giving prospects.
  • Maintain confidential donor database, files and records.
  • Assist the Development team during emergency needs and peak Holiday Season. Provide support and assistance in other special projects and events as initiated by supervisor
  • Working alongside the Development Coordinator, assist with taking the reservations, planning, and execution of small donor events, stewardship, and cultivation activities (i.e. donor tours, cultivation dinners, lunch and learns, etc.)
  • Process donations to the organization and ensure proper donor acknowledgement in line with agency policy and procedures.
  • Coordinate and ensure proper and timely special recognition for donors in line with agency standards and guidelines.
  • Provide staff support for other development functions.
  • Other duties as assigned by the Director(s) as they relate to this position.
ESSENTIAL QUALIFICATIONS:
  • Bachelor’s degree in Public Administration, Public Relations, Business Administration Marketing or closely related field.
  • 1-3 years of progressively responsible experience in fundraising, public relations and/or customer service experience. 5 years of related work experience may be substituted in lieu of educational qualifications.
  • Maintain confidentiality
  • Knowledge of and adherence to The Salvation Army policies and procedures.
  • Knowledge of development best practices, as outlined by the Association of Fundraising Professionals (AFP).
  • Knowledge of research methodologies and techniques.
  • Excellent leadership, project management, organization, teamwork and negotiation skills.
  • Ability to prioritize duties, follow an organized process and bring projects to completion, reaching goals on deadline, provide consistent and reliable follow through.
  • Ability to be flexible, think analytically, develop alternatives, options, and solutions to problems.
  • Ability to communicate in a concise, professional and persuasive manner, both orally, in writing and via public presentations.
  • Ability to learn new skills quickly, to be flexible and responsive to change.
  • Ability to be detailed oriented, establish priorities, manage multiple projects, meet deadlines and deliver quality customer service.
  • Ability to use good judgment, to make sound decisions and to behave with tact, decorum and diplomacy.
  • Must be proactive and able to show initiative, be a self-starter, and energetic
  • Must exhibit a positive, professional attitude and enjoy working both independently and in teams
  • Ability to work evening and weekends as needed
  • Ability to follow instructions and work with limited supervision
  • Strong ability to engage community via different channels and platforms
MENTAL DEMANDS:
  • Work under stressful conditions
  • Interact with others with courtesy and tact
  • Respond to crisis situations in a calm and effective manner
  • Maintain regular and punctual work attendance
PHYSICAL DEMANDS:
The position requires sitting; climbing and/or balancing; stooping, kneeling, bending, stretching, crouching and/or crawling; standing; walking; manual dexterity and eye-hand coordination; use of vision; driving a vehicle; pushing/pulling/lifting/carrying 25-50 pounds and occasionally more than 50 pounds; traveling by airplane.

COMMUNICATION DEMANDS:
The position requires talking to co-workers, clients, vendors; requires written communication to and from co-workers, clients, vendor; talking on the telephones; requires responding to written or verbal requests of co-workers, clients, and vendors; requires training/giving verbal and written instructions; requires receiving verbal and written instructions; requires writing/composing written language; requires reading; requires visiting/working at other worksites; requires communication via the latest technologies.

SKILLS/TECHNICAL KNOWLEDGE:
  • Valid Hawaii Driver’s License and
  • Travel off-island as necessary
  • Knowledge of PC operation with familiarity with word processing, spreadsheet, development CRM, and presentation software packages.
EQUIPMENT NEEDS:
Use office equipment such as computers, camera, photocopiers, scanners, calculators, etc.

NOTES:
The information in this job description indicates the general nature and level of work performed by an employee in this classification. It is not to be interpreted as a comprehensive inventory, or all duties, responsibilities, and qualifications of employees assigned to this job. Management has the right to add to, revise, or delete information in this description. Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management.
This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

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Employee’s Signature: Date