Development & Donor Relations Coordinator

Page Mechanical Group, Inc.; Orlando, Northern (FL, KY); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical Insurance

Company-Paid Benefits

401k with Company Contribution

Paid Time Off

Job summary

Heart of Florida United Way seeks an Administrative & Development Support specialist to assist the Individual Development team with the annual fundraising drive, donor communications, data management, and reporting. You will coordinate volunteers, maintain CRM data, and support events and meetings to drive donor engagement.

This hybrid role requires strong Microsoft Office and CRM experience, effective communication, attention to detail, and the ability to work independently in a fast-paced

Qualifications

• Associate degree or equivalent combination of experience and education may be considered in lieu of degree; Bachelor’s degree preferred.
• One year of experience in administration and annual fund or development preferred.
• Fundraising, volunteer management, social services, fundraising, or sales experience preferred.
• Ability to engage C-Suite donors and prospects while building and maintaining relationships.
• Public speaking skills with the ability to confidently address large groups preferred.
• Intermediate experience with Microsoft Office required, with advanced experience in Excel preferred.
• Fundraising CRM database experience preferred.
• Customer service skills and experience required.
• Ability to edit, complete, and assemble reports.
• Attention to detail and accuracy; strong analytical and communication skills.

Responsibilities

• Assist with the launch of HFUW’s annual fundraising drive that will support donor retention, renewal, and acquisition of individual donors.
• Support the recruitment and coordination of solicitation volunteers to meet program and participation goals, ensuring timely engagement, clear communication, accurate tracking, and fulfillment of administrative requirements.
• Administer the Individual Development’s prospecting process in partnership with the Technology team to ensure accurate data management, tracking, and identification of giving opportunities.
• Update and maintain the Customer Relationship Management (CRM) system.
• Assist with providing detailed reporting on individual solicitation outputs and outcomes.
• Handle administrative tasks for the Individual Development team mailings, including editing, printing, assembling, and coordination.
• Answer and coordinate inbound communications related to leadership donors.
• Support the individual giving team onsite and offsite events and meetings (scheduling meetings, managing attendance, preparing materials, room setup, and developing meeting minutes).
• Work with the Donor Relations team to ensure timely recognition of donor gifts, to maximize revenue, and enhance donor loyalty.
• Ensure adherence to all organizational policies and procedures, staying informed about updates, and promoting compliance within the team.
• Collaborate with other departments to ensure consistent brand representation.
• Process vendor payment and work closely with HFUW’s Finance team to ensure that all payment requests are processed accurately and timely.
• Provide back-up support to the Development and External Relations team.
• Stay informed about HFUW’s services, products, and the key issues affecting the communities we serve.
• Maintain client and staff confidentiality and adhere to HIPAA, FIPA, PHI, PII requirements.
• Contribute to overall organizational success by performing other duties and responsibilities as assigned.

Skills

Public speaking

Communication skills

Customer service

Analytical skills

Attention to detail

Multi-tasking

Interpersonal skills

Education

Associate degree

Bachelor's degree preferred

Tools

CRM database

Microsoft Office

Excel

Job description

Heart of Florida United Way seeks an Administrative & Development Support specialist to assist the Individual Development team with the annual fundraising drive, donor communications, data management, and reporting. You will coordinate volunteers, maintain CRM data, and support events and meetings to drive donor engagement.

This hybrid role requires strong Microsoft Office and CRM experience, effective communication, attention to detail, and the ability to work independently in a fast-paced