Philanthropy Operations & Donor Relations Manager

United Way of Greater Charlotte; Charlotte (NC); Hybrid; USD 61,000 - 67,000; Full time

Benefits offered by this job

Health benefits

Dental

Vision

401(k) plan

14 Paid Holidays

Paid Time Off

Job summary

United Way of Greater Charlotte is seeking a Manager, Philanthropy and Donor Relations Administration to provide executive-level administrative support to the Chief Philanthropy Officer and coordinate donor strategy and reporting. The role partners with Philanthropy Operations on CRM documentation, data quality, and pipeline processes while supporting donor interactions and governance.

The Senior Manager of Philanthropy Operations guides CRM practices, donor reporting, data standards, and

Qualifications

• Five or more years of high-level administrative, project coordination, fundraising administration, or executive-level support experience.
• Proficiency with Microsoft Office.
• Strong written and verbal communication skills.
• Strong administrative, organizational, and operational coordination skills with exceptional attention to detail.
• Experience managing confidential data, deadlines, meetings, documentation, and follow-up.
• Ability to manage multiple priorities, deadlines, and follow-up activities in a fast-paced environment.
• Ability to handle confidential donor, volunteer, and organizational information with professionalism and discretion.
• Experience preparing meeting materials, donor briefings, presentations, reports, or other administrative documentation.
• Demonstrated ability to work independently while supporting multiple leaders, priorities, and stakeholder groups

Responsibilities

• Manage and monitor the Chief Philanthropy Officer's calendar, prioritizing donor, volunteer, leadership, and external engagements, and track follow-up deliverables from CPO donor and leadership meetings.
• Provide administrative support to the Chief Philanthropy Officer in coordination of donor moves management including donor profiles, briefing materials, strategy documents, and meeting preparation materials.
• Document donor interactions, strategy discussions, action items, and next steps in the CRM.
• Coordinate recurring donor-strategy and pipeline-review meetings.
• Conduct donor research and prepare agendas, reports, and supporting materials in partnership with PhilOps and relationship managers.
• Enter and maintain approved donor information in the CRM according to PhilOps standards.
• Review public and internal information for routine donor-record updates and submit sensitive changes for verification.
• Assist with reports, documentation, templates, procedures, and shared operational resources.
• Document and communicate approved process and workflow changes.
• Support data completeness by ensuring donor interactions and next steps are recorded consistently.
• Coordinate department meetings and selected departmental initiatives.
• Prepare agendas, meeting materials, notes, and action trackers.
• Distribute meeting notes to ensure timely follow-up deliverables.
• Maintain organized department files, templates, and reference materials.
• Provide select administrative support for campaigns, donor engagement activities, and leadership priorities.

Skills

Strong written and verbal comms

Organizational skills

Multitasking

Discretion with confidential data

Independent work with leaders

Tools

Microsoft Office

CRM systems

Project management platforms

Job description

United Way of Greater Charlotte is seeking a Manager, Philanthropy and Donor Relations Administration to provide executive-level administrative support to the Chief Philanthropy Officer and coordinate donor strategy and reporting. The role partners with Philanthropy Operations on CRM documentation, data quality, and pipeline processes while supporting donor interactions and governance.

The Senior Manager of Philanthropy Operations guides CRM practices, donor reporting, data standards, and