Job Description - Development Officer
Summary
Assist with the identification and cultivation of a growing donor database, conducting prospect research and developing tailored engagement plans. Manage a portfolio of mid-level donors $1K-$10K and ensure they receive proper cultivation and stewardship. Target and build major donors at the $10K-$25K level, partnering with the Executive Director on logistics, materials, and communications.
Play a vital role in the implementation of a robust annual development program, including the preparation of segmented mailing lists for giving appeals and direct solicitations.
Duties & Responsibilities
1. Build Major Gift Program as set out by our Development Plan.
2. Assist with the production and logistics of regional cultivation events.
3. Ensure CRM is optimized for contact tracking, lead generation and reporting.
4. Enhance email communication with engaged donors.
5. Manage contact tracking and lead generation in the CRM.
6. Develop donor correspondence and fundraising materials, including letters, individualized
communications, and proposals (as needed).
7. Support the development of donor stewardship materials, including annual reports, impact
reports, and newsletters.
8. Assist with donor information management, updating donor records in partnership with the entire team.
9. Qualify and rate top prospects; use prospect tracker to build plan; implement prospect tracker
with top prospects.
10. Develop a portfolio based on prospect qualification.
11. Create a balanced portfolio mix; assign, evaluate and set goals for portfolio.
12. Deploy strategies to ensure active portfolios.
13. Implement moves management strategy (migrate major donors).
14. Initiate donor engagement before and after fundraising events.
15. Create a donor communication calendar; enhance email communication with donors.
16. Develop personal cultivation and stewardship plans for donors and prospects in portfolios and call, email and arrange meetings accordingly (involve ED when relevant).
17. Curate donor cultivation events; identify hosts; coordinate execution.
Qualifications and Experience
Development Officer • Connecticut, USA
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