Development Officer - Annual Fund
- Experience Level
Under the direction of the Director of Development, the Development Officer, Annual Fund is an exciting new fundraising position created to expand the Osher Marin JCC's Annual Fund donor and revenue base to best meet future needs. This position requires a high-level and creative Development professional experienced in developing and managing high-performing annual fund programs to support various donor identification, cultivation, acquisition/renewal, solicitation and stewardship efforts.
- Works closely with the Director of Development to strategize, develop and implement a comprehensive multi-year, annual giving fundraising plan
- Prepares and/or oversees the preparation and publishing of all solicitation mailings to individuals, particularly among Century Circle donors. Key activities include pulling lists, testing/ segmenting lists, reviewing mail solicitation lists for accuracy and analyzing giving patterns for renewals and upgrades
- Ensures accuracy of gift information, relationship assignments and other data in donor database on an ongoing basis
- Works closely with membership and marketing departments to share data and key insights that will support growth in annual giving among key constituencies within the OMJCC membership
- Works closely with Director of Development to coordinate staff and board fundraising activities through portfolios and assigned relationships
- Develops and refines process for annual giving activity among major donors including tracking notes and actions in donor database
- Conduct prospect and donor research, write profiles and briefings
- Develops annual giving fundraising opportunities with Director of Development and OMJCC program staff
- Plans and coordinates weekly and/or monthly donor review meetings with development team and volunteer board leaders, as appropriate
- Produces monthly/ quarterly development fundraising reports and/or dashboards for the Director of Development, Executive Director and Board of Directors.
- Assist in the development and management of department budget
Donor Cultivation and Stewardship
- Ensure donor benefits are communicated and met through mailings and other marketing materials
- Manage the donor recognition program for all areas of giving
- Manage communications about restricted gifts from individuals with appropriate program staff
- Write and/or edit stewardship letters, impact reports, and gift reports, as needed
- Manage inquiries from donors with the Director of Development, and troubleshoot incoming gift issues by contacting donors when needed
- Plan and execute donor cultivation and stewardship events with Director of Development and volunteer board leadership
- Track annual and multi-year pledges and manage the pledge reminder protocol process for the annual giving program, including pledges associated with any campaign or special initiative efforts
- Work closely with gift entry assistant to oversee accurate gift information is entered and acknowledgement process is adhered to
- Plan and provide support as needed for other fundraising activities including cultivation and stewardship events, donor visits and tours
- Stays up-to-date on best practices for database management, donor acknowledgements and donor recognition.
Board and Leadership Support
- Prepare donor and meeting prep materials for Director of Development and CEO
- Assist in scheduling donor visits and tours and recruiting appropriate program staff and volunteer board leaders to assist
- Provide administrative support, as needed, for Director of Development including scheduling, development team meeting preparation and prospect research
QUALIFICATIONS AND REQUIREMENTS:
- 3-5 years of experience in a non-profit, annual giving fundraising role
- Believer in donor-centered philanthropy and team collaboration
- Self-starter, educator and diplomat with the ability to adapt in a fast-moving environment with many passionate and involved stake holders
- Strong operational vision for how procedures flow together to support everyone's best efforts, but can also execute well on the details and juggle with grace competing priorities
- Familiarity and knowledge of the Marin and San Francisco Bay Area philanthropic community, a plus
- Experience and knowledge of the utilization of information systems to support fundraising activities.
- Possesses accurate, succinct and persuasive writing and editing skills
- Commitment to quality work, high productivity, and attention to detail.
- Strong organizational skills with ability to prioritize and manage multiple tasks and responsibilities.
- Strong customer service orientation and a passion to help others.
- Ability to interact with all levels of staff and board leadership.
- Technologically savvy in handling of administrative practices.
- Demonstrated ability to lead process implementation from inception to follow-through; comfort and skill "managing up"
- Tact; ability to handle confidential and sensitive information.
- Strong computer skills, particularly in Word, Excel, and Development (CRM) database programs.
- Strong interpersonal, presentation and speaking skills, coupled with a great sense of humor (required)
- Bachelor's degree (required)
- Valid California driver's license (required)
Salary & Benefits:
- Commensurate with skills and experience.
- Allowance toward health & dental insurance; paid life insurance; access to employee contributed 403(b) retirement plan, 125 plans, 22 vacation days; 13 sick days per year; up to 15 National & Jewish holidays per year; up to 5 emergency leave days per year; JCC full facility family membership; discounts on JCC programs & events.