Donor Services Officer (BF)

The Boston Foundation; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

The Boston Foundation is seeking a donor relations professional to cultivate relationships with donors, manage donor-advised funds, and support legacy and planned giving initiatives. You will develop donor education programs, coordinate events, and collaborate with programs to identify funding opportunities for co-investments.

Ideal candidates have 3–5 years in fundraising, strong communication and analytical skills, and comfort with financial content.

Qualifications

• 3–5 years of related fundraising experience.
• High level of customer service orientation.
• Excellent verbal and written communication, plus collaboration and influencing skills.
• Strong analytical skills and comfort with financial content.
• Ability to understand and communicate finance, accounting, and investment strategies.

Responsibilities

• Build and cultivate relationships with new and existing donors for repeat gifts and deeper engagement.
• Manage relationships with 100–125 Donor Advised Fund holders.
• Develop and manage donor education and engagement activities and events.
• Coordinate with grantmaking strategies to identify funding needs for co-investment opportunities.
• Oversee donor-initiated projects and fund management activities.

Skills

Verbal communication

Written communication

Customer service

Collaboration

Influencing skills

Analytical skills

Financial literacy

Tools

Microsoft Office

Job description

Responsible for relationship building, cultivation, and fundraising of donors. Cultivate donors for replenishment of funds, co-investments, legacy planning, and gifts to the Civic Leadership Fund. Develop and manage donor programs, undertake donor-initiated special projects, and other fund management responsibilities as assigned.

Essential Functions

• Initiate and cultivate relationships with new and existing preferred donors with the goal of repeat gifts, deeper engagement in the work of the Foundation, and legacy planning through the planned giving program;
• Manage relationships with 100-125 Preferred Donor Advised Fund holders;
• Cultivate and steward preferred donors through relationship building for repeat giving and engagement in the work of the Foundation, with emphasis on the Permanent Fund for Boston, Civic Leadership Fund and other initiative fund raising;
• Work on planned and legacy giving/succession planning for assigned funds, in conjunction with the Director of Estate and Gift Planning;
• Develop and manage donor education and engagement activities and participate in the development and coordination of events;
• In coordination with the Senior Director of Donor Partnerships, work closely with the Program department to keep apprised of grant making strategies and to identify funding needs for co-investment opportunities to present to donors;
• Work with the investment, finance and/or fund administration teams to resolve and/or develop creative solutions to fund and grant issues and donor requests;
• Oversee scope, timeline and implementation of preferred donor initiated projects;
• Manage special funds and supporting organizations, including competitive grantmaking programs, and other duties as assigned by the Senior Director of Donor Relations or Vice President of Development and Donor Services.

Other Duties and Responsibilities

• Individuals assigned to this position may perform other duties as assigned

Qualifications

Preparation, Knowledge, Previous Experience:

• Three to five years related work experience;
• High level of customer service orientation;
• Excellent verbal and written communication skills, and strong collaboration and influencing skills;
• Excellent analytical skills and comfort with financial content;
• Ability to understand and communicate finance, accounting and investment strategies to a wide range of audiences, including donors and professional advisors;
• Participative and proactive work style, team player, ability to give and receive feedback;
• Flexible and responsive to development opportunities as they arise;
• Mature interpersonal style and sense of humor, able to interact calmly with a diverse range of people;
• Demonstrated experience with database management and computer skills utilizing Microsoft Office products;
• Ability to work under the pressure of tight deadlines;
• Ability to make decisions about how to manage multiple tasks and organize own workload.
• Demonstrated ability to master grantmaking program content;
• Demonstrated ability to advise and counsel individuals and families on their philanthropy decisions making and planning.Diversity candidates are strongly encouraged to apply. Equal Opportunity Employer.