Mid-Level Gifts Officer

Miami Neuroscience Institute Baptist Health South Florida; Miami (FL); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading organization is seeking a Donor Relations Manager to enhance donor experiences and increase retention within the Circle of Friends program. The role involves managing relationships with a portfolio of mid-level donors, cultivating engagement and ensuring efficient use of the CRM system. Ideal candidates will possess a Bachelor's degree and relevant fundraising experience, combined with excellent communication skills and a passion for public media.

Qualifications

• 2+ years fundraising experience in public media required.
• Proficiency with CRM systems and experience with Microsoft programs.
• Strong communication and project management skills.

Responsibilities

• Manage relationships with 500-700 mid-level donors.
• Engage donors through active communication and stewardship.
• Maintain accurate records in Allegiance CRM.

Skills

Relationship Management

Communication

Project Management

Detail Oriented

Fundraising

Education

Bachelor's Degree

Tools

CRM systems

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Purpose of position:

Working together with the Director of Major Gifts, in collaboration with the Membership team, to secure funds for WLRN by managing Circle of Friends and assure a high rate of donor retention, stewardship and engagement. Employ strategies which value and encourage WLRN donors to upgrade annual and monthly giving. The program’s goals are to enhance the experience of mid-level donors (defined as $1000-$4,999), minimize attrition and increase donor retention rates, increase giving over time, and identify donors with capacity to move into the major gift portfolio (including identifying those with interest for more engagement).

Ongoing responsibilities:

1. Manages relationships with approximately 500-700 mid-level donors in a tiered portfolio. The portfolio will be defined with input from the Director of Major Gifts, the Membership Director and other WLRN executives and consultants as appropriate.

2. Engages donors through consistent and active communication to cultivate, steward and solicit support through various channels including phone, email, US mail and on occasion virtual or in-person visits, with emphasis placed on thanking donors, donor retention and increased giving.

3. Uses pre-existing or specifically created content such as newsletter articles, updates on station activities or events to create personal touchpoints for donors based on their interests and giving. Determines which donors would benefit from more personalized or more frequent contact.

4. Promptly acknowledges gifts from donors and identify other donors who may be mid-level donor candidates.

5. Keep accurate communication records in Allegiance CRM and develop reports to track and report on progress.

6. Identify donors who want a deeper engagement with WLRN for introduction and “hand off” of relationship management to a major gift officer or senior level executive as appropriate.

7. Serve as the department primary Allegiance CRM liaison with to ensure that segmentation, coding and reporting for mid-level and major gift portfolios are serving WLRN’s needs.

8. Identify and implement any wealth screening or other professional tools.

9. Join WLRN program, cultivation and stewardship events as needed.

10. Stay abreast of tax laws pertinent to charitable giving and keep current on community issues which pertain to WLRN and its mission.

11. Keep current on and conversant with WLRN strategic priorities, programs and projects.

12. Other miscellaneous duties and projects as assigned

Accountability - Performance will be measured by:

1. Demonstrated ability to value, develop, deepen and sustain positive relationships with donors.

2. Producing precise work and paying attention to detail.

3. Excellent phone, written, e-mail, and interpersonal skills

4. Genuine curiosity in people, an interest in engaging donors, and uncovering their passions and interests.

5. Highly self-motivated capability while being able to both take and seek direction, and work collaboratively within a team.

6. Ability to concisely communicate planned gift platforms.

7. Desire to work in a dynamic and collaborative environment.

8. Ability to create reasonable financial goals for each donor which are based on their giving and their potential

9. Ability to retain and upgrade donors.

10. Ability to secure project and organization information and create and write effective offers, proposals and asks. Ability to secure information that can be sent back to donors to report on how their donation was used.

11. Ability to create timely reports that reflect caseload performance.

12. Ability to have a good relationship with peers and management and maintain a positive and constructive attitude while solving problems.

13. Ability to be a team player and protect the mission, goals and values of WLRN.

Qualifications

Bachelor’s Degree or equivalent work experience

At least 2 years of development, marketing and/or fundraising within public media experience required

Proficiency in Microsoft programs: Word, Excel, PowerPoint, and Outlook

Experience with CRM related systems, preferably Allegiance

Strong project management skills and keen attention to detail

Confidence and humility to connect with people from a variety of backgrounds

Passionate about public media, knowledge of its mission and vision

Fundraising campaign experience a plus

Approximate hours per week required by position: This is an exempt position requiring a minimum of 40 hours per week. Occasional weekend and evening work.

Travel: This can be a remote position with minimum travel time spent working from the home office location, visiting donors on occasion and attending local events.