The Donor Relations Assistant provides organizational and logistical support to the Donor Services/Relations team, with specific attention to the Assistant Director of Donor Relations and the Donor Relations Officer. This position provides operational support for relationship management of advisors to Donor Advised Funds and for donor projects including research, scheduling and meeting support.
- Supports and assists in developing and managing stewardship and donor partnership efforts;
- Coordinates, sometimes in conjunction with other staff, internal and external meetings, convenings, conferences and special events, and develops agendas and supporting materials;
- Maintains prospect, donor and fund records in Salesforce database to ensure timely entry of activities;
- Serves as primary liaison to small portfolio of Donor Advised Fund holders and backs-up the Donor Relations team’s relationships as needed;
- Works collaboratively with colleagues to implement and uphold data integrity protocols to ensure accurate reporting and inform departmental activities;
- Runs reports from Salesforce and Foundation Power databases, and reviews and analyzes data related to donor and prospect activities, gifts, and grants;
- Provides research and support for prospect/donor meetings and projects;
- Fields inquiries from prospects/donors via telephone, correspondence and email;
- Assists with cultivating and stewarding prospects and donors through relationship building to increase giving and engagement in the work of the Foundation;
- Provides technical and administrative support for events including managing timelines and activities in coordination with the Events Team, tracking and coordination of guest lists, invitation mailings and follow up correspondence;
- Assists with occasional events in the mornings (prior to 9:00am) and evenings (after 5:00pm);
- Assists with calendars, schedules and appointment management;
- Processes and submits expense reports and department invoices as needed; and
- Provides general administrative support to other department team members as requested.
Other Duties and Responsibilities:
- Individuals assigned to this position may perform other duties as assigned.
Preparation, Knowledge, Previous Experience:
- College degree or equivalent experience; and
- At least 2 years work related experience.
Skills, Abilities, Competencies:
- Familiarity with and/or interest in the non-profit sector, development, and/or non-profit management;
- Excellent demonstrated administrative, organizational and calendar management skills;
- Strong organizational skills and impeccable attention to detail and accuracy;
- Customer service orientation;
- Excellent written and verbal communication skills;
- Participatory work style; team player and sense of humor; ability to give and receive constructive feedback;
- Ability to handle confidential matters in a discreet manner;
- Excellent proofreading and editing skills;
- A self-starter with a professional and mature interpersonal style, ability to interact well with a diverse range of people;
- Ability to adjust work activity to various management styles;
- Strong knowledge of and experience with setting up and hosting Zoom meetings;
- Demonstrated expertise with Microsoft Office products - especially Word, Excel, Outlook and Power Point;
- Demonstrated expertise in data management and reporting skills; database experience in Salesforce strongly preferred;
- A can-do and will-do attitude, i.e. no task is too high level nor too basic;
- Ability to prioritize tasks and meet organizational deadlines;
- Willingness and ability to handle confidential information;
- Commitment to contributing to an overall organizational culture of learning and wellbeing; and,
- Preference for an awareness, understanding, and connection to the Boston community.
Working Conditions & Physical Demands:
- Ability to work at workstation for long periods of time;
- Ability to work on site and/or remotely, as required;
- Ability to use a keyboard for extended periods of time; and
- Ability to lift and carry up to 10 pounds, occasionally.
The content is intended to describe the general nature and level of work being performed by persons assigned to this job. It is not intended to constitute an exhaustive list of all responsibilities and duties required.
External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation. Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis.
This job description is intended to be general and may be revised from time to time. At management’s discretion, the employee may be assigned different or additional duties from time to time.