Donor Engagement Specialist

The Salvation Army Southern California; Phoenix (AZ); On-site; USD 42,000 - 56,000; Full time

Job summary

The Salvation Army Southern California is seeking a Donor Engagement Specialist to manage year-round donor stewardship and engagement, including personalized correspondence, calls, and campaigns. You will collaborate with the Development leadership to maintain donor relationships and drive revenue through mail and phone campaigns.

Collaborate on donor care processes, maintain gift data integrity, and support annual statements and holiday season activities.

Qualifications

• Bachelor's or two-year AA degree or equivalent experience preferred.
• HS Diploma or GED required
• Experience in administrative support, customer service, revenue generation, and written communication with donors.
• Non-profit development experience preferred, with knowledge of donor relations.
• Ability to work as a team member and as the first contact for individual donors.
• Extensive skills in multi-tasking, time management, project management, and small event execution.
• Excellent written and verbal communication skills.
• Ability to produce a high volume of work in a timely manner.
• Knowledge of office procedures and equipment.
• Computer literacy with proficiency in Microsoft Office Suite; ability to learn donor engagement platforms.
• Ability to type 60-70 wpm.
• Pleasant, professional demeanor with stakeholders.
• Ability to pass a criminal background check

Responsibilities

• Provides year-round stewardship and engagement of individual donors as identified by leadership.
• Coordinates revenue-generating mail and phone campaigns for donors nearing or achieving status.
• Handles donor care calls with high-level customer service and resolves donor issues.
• Assists in creating and distributing donor care correspondence and development materials.
• Researches and executes donor engagement and gratitude campaigns, including calling projects and mail campaigns.
• Coordinates thank you calls and handwritten donor notes within 48 hours of gift posting.
• Executes the new donor welcome program.
• Maintains a can-do attitude and adapts schedules for tight deadlines.
• Uses vendor platforms to handle donor care issues (Blackbaud CRM, Classy, R360, PayPoint).
• Performs due diligence on donor inquiries and maintains donor data integrity in Portfolio.
• Manages gift adjustments and corrections; handles credit card gifts and refunds with supervision.
• Researches gifts via Classy and processes refunds with supervision.
• Aids in year-end statement projects and holiday season activities.
• Assists in planning small donor engagement events.
• Other duties as assigned for Donor Engagement Specialist.

Skills

Administrative support

Customer service

Donor relations

Written communication

Team collaboration

Multitasking

Time management

Event execution

Proficiency in Microsoft Office

Data entry accuracy

Education

Bachelor's degree

AA degree

HS Diploma or GED

Tools

Portfolio CRM

Classy

R360

PayPoint

Job description

LOCATION

Divisional Headquarters - Phoenix, AZ

STATUS

FT/40 hrs/wk

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 the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs, in His name, without discrimination.

Qualifications

• Bachelor's or two-year AA degree or equivalent experience preferred.
• HS Diploma or GED required
• Experience in administrative support, customer service, revenue generation, and written communication with individual, corporate and foundation donors.
• Non-profit development experience preferred, with knowledge of donor relations.
• Ability to work as a team member, and as the first point of contact for individual donors.
• Extensive skills in multi-tasking, time management, project management, and small event execution.
• Excellent written and verbal communication skills.
• Ability to produce a high volume of work in a timely manner.
• Knowledge of office procedures and equipment.
• Computer literate with proficiency in Microsoft Office Suite. Capacity to learn donor engagement platforms/software, including but not limited to Portfolio CRM, Classy, R360, and Paypoint
• Ability to type 60-70 wpm.
• A pleasant and professional demeanor when interacting with all stakeholders.
• Ability to pass a criminal background check

Responsibilities

• Provides year-round stewardship and engagement of individual donors as identified by the Director of Development & Divisional Director of Donor Impact including but not limited to personalized letters and emails, and phone calls.
• Coordinates, executes, and is responsible for the revenue-generating mail and phone campaigns to donors who are nearing or currently achieved lapsed status.
• Takes incoming donor care phone calls, provides the highest level of customer service in all circumstances, and takes appropriate action to resolve donor issues.
• Assist in creation, preparation, and execute distribution of donor care correspondence and development materials to meet the specialized needs of donors and the CRD department.
• Actively researches, coordinates, and executes donor engagement and gratitude campaigns, such as specialized calling projects, and mail campaigns.
• Coordinates and executes thank you calls and handwritten notes to identified donors within 48 hours of gift posting.
• Execute the new donor welcome program.
• Maintains a professional, can-do attitude and can manage unanticipated changes that have tight turnaround times by adjusting schedules for other projects and clearly communicating those changes to stakeholders and team members.
• Uses various vendor platforms to perform donor care issues, including but not limited to Blackbaud CRM, Classy, R360 and Paypoint
• Expedites and performs due diligence to issues and inquiries from donors, staff, and officers
• Assists and aides in the maintenance and integrity of Portfolio, the confidential donor database, by performing periodic donor data cleanup projects, merging of records, creating relationships between records, and applicable donor changes submitted through corps correspondence, donor communications, and returned mail.
• Ensures the accuracy of gift entry by submitting applicable gift adjustments to DDOC Staff.
• Processes items from the Exception Queues including donor prayer requests, information requests, memorial/tribute gifts notices, and donor correspondence; ensuring applicable delivery and follow through.
• Contacts donors with incorrect gift information, and declined or misread credit card numbers, to obtain correct information, and process accordingly.
• Processes credit card gifts that are submitted by phone, make applicable updates to credit card gifts, and process credit card refunds with Supervisor approval.
• Research gifts made through online Classy platform, make corrections to gifts, and process applicable refunds with Supervisor approval.
• Aides CRD admin staff in the annual year-end statement project..
• Assist the Development team during emergency needs and Holiday Season activities.
• Assists in the planning and execution of small donor engagement events.
• Other duties as assigned as it relates to the position of Donor Engagement Specialist.

Physical Requirements

Qualified individuals must be able to perform the essential duties of the position with or without accommodation. A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests as long as the accommodation needed is reasonable and no undue hardship would result.

While performing the duties of this job, the employee is regularly required to walk, stand, climb or balance, stoop, kneel, crouch, crawl and reach with hands and arms on a continuous basis. The employee must regularly lift and/or move up to 5 pounds, frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus. Must have the ability to operate telephone, a desktop or laptop computer, as well as the ability to access and produce information from a computer, and to understand written information.