Donor Relations Officer

The Donor Relations Officer (DRO) is a relationship-builder with excellent communication skills who provides frontline customer service and support to new and existing fundholders. This position manages systems and processes that ensure exceptional donor experiences and effective grantmaking. The DRO is part of the Donor Relations team and reports to the Senior Donor Relations Officer. This is an in-person position and successful candidates will live in or relocate to Western North Carolina.
 

Responsibilities

• Build and sustain authentic relationships with donors by understanding their philanthropic interests and goals. Ensure thoughtful recognition and donor engagement through personalized stewardship.
• Manage donor co-investment process in CFWNC’s various grant programs.
• Create and adhere to project timelines.
• Assist donors with grantmaking, as needed, and ensure grants from donor advised funds align with the Foundation’s guidelines.
• Collaborate with Program Department to share grant progress reports and coordinate site visits.
• Collaborate with Development staff on various aspects of new and current fundholder relations to coordinate outreach and donor communications. 
• Support relationship managers via customized reporting and communications.
• Plan, coordinate, and execute donor events and communications.
• Manage tracking and outreach for donor advised fund inactivity. 
• Occasional attendance at events outside of normal working hours of 9am – 5pm. 
• Use database to research, compile, and design reports that provide clear insights into donor philanthropic interests.
• Co-manage backend of Online Fund Portal platform to optimize user experience, assist users, troubleshoot to resolve issues, and ensure documentation is up to date.
• Serve on Community Suite (CFWNC database) team. 
• Work with IT Director and Donor Relations team to research donor stewardship technologies.

Desired Experience, Skills and Knowledge

• College degree or equivalent required.
• Three or more years of office-based work experience.
• Customer service, client relationship, or wealth management advisor experience.
• Process oriented and data driven.
• Relational and analytical skills.
• Excellent Microsoft Office skills.
• Relational (CRM) database experience required.
• Project management skills preferred.
• Familiar with email marketing platforms.
• Excellent written and verbal communication.
• Self-starter; positivity; ability to anticipate needs; proactive work style; ability to complete assignments independently, professionally, efficiently, and in a timely manner.
• Collaborate with staff across departments. 
• Capable of reprioritizing tasks and embracing new responsibilities.
• Maintain confidentiality regarding Foundation matters.
• Commitment to the Foundation's goals and mission.
• Willingness to travel within WNC.