Job Description:
Join an amazing team of mission-driven and value-oriented individuals who support the mission of Connecticut Public by creating meaningful relationships with donors and grantors to align their passions and interests with Connecticut Public funding priorities. By working closely with individuals and granting organizations, the Institutional Advancement team seeks to listen, learn and determine meaningful and innovative methods to move contributors through the pipeline. The Middle Donor Manager will manage a caseload of roughly 450 donors and prospects with designs to move members to the next level.
General Summary
The Middle Donor Manager is a member of the Institutional Advancement (IA) team and responsible for oversight of the Middle Donor Giving Program including the strategic direction, campaign development, and effective prospecting, cultivation, solicitation and stewardship of donors from the $501-$999. level. The individual will oversee and manage a personal caseload of 450 donors and prospects. This position requires a strategic thinker with a mission-driven, team-oriented focus. The position requires engagement with donors through meaningful and innovative methods to move contributors through the pipeline from lower to higher levels. The Middle Donor Giving Manager will be a partner with departmental colleagues and select Membership colleagues taking a robust institutional advancement effort to the next level.
Essential Functions
The Middle Donor Manager I provides a wide range of services. Applicants must have the ability to complete the following essential functions:
- Manages, cultivates and oversees department efforts to identify, cultivate, solicit and steward a caseload of leadership donors (individuals/families giving at $501-$999) who have aligned interests with Company initiatives.
- Oversees the middle donor giving program of donors at the $501-$999 level including directing the review and qualification of donors and prospects; cultivation and solicitation plans and stewardship efforts to meet annual and quarterly revenue goals.
- Personally, manages a caseload of 450+ individual donors and mid-level supporters with a primary focus on cultivating external relationships to increase giving with current and prospective supporters.
- Plays a pivotal role in developing, managing and executing a solicitation strategy for the program in collaboration with other fundraising staff and appropriate Membership team members to explore effective fundraising strategies and tactics.
- Responsible for annual revenue goals for the middle donor giving ($501-$999) program.
- Works with the Director of Donor Management and Operations to develop a middle donor giving development plan including identifying targeted giving opportunities that align with organizational priorities.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Responsibilities
This position has many responsibilities. Duties include, but are not limited to:
- Assists the IA team in developing and implementing communications and marketing materials for outreach purposes as outlined in the IA Development Communications Plan.
- Attends Company and outside events for CT Public representation, networking etc.
- Collaborates with Membership team members, the Director of Donor Management and Operations and the Leadership Giving Manager III to transition donors from Membership into the Middle Donor Program and on to the Leadership Giving Program, thereby developing a pathway for emerging leadership givers.
- Continually learns the details of CT Public content, projects, programs, digital and social offerings to facilitate a deep and clear understanding of fundraising goals, priorities and connections for success.
- Ensures accuracy in donor information tracking and gift acknowledgement.
- Ensures confidentiality of all donor information as well as the accurate and timely entry of information into CRM software.
- Other duties as assigned.
- Presents as a considerate, culturally astute, DEI informed, sensitive and supportive colleague.
Serves as collaborative colleague advancing a culture of philanthropy in the department and throughout the organization. - Uses the CRM software (NGOC and ROI) to track donor cultivation, documentation, solicitation, acknowledgement, recognition and stewardship activities.
- With the Director of Donor Management and Operations, effectively uses the Customer Relationship Management (CRM) program (NGOC and ROI) and wealth screening databases to inform strategies and to track engagement with prospects and donors.
- Works in cooperation with IA staff to secure project information from content, DSB, Finance and others including budgets to develop donor requests/proposals.
- Works with the IA team to identify strategic priorities for institutional advancement fundraising.
Knowledge, Skills, and Abilities
Knowledge of:
- Marketing, development, event and project management.
- Multi-level fund development strategies.
Skill In:
- Committing to one’s own professional growth and the professional growth of staff colleagues.
- Being a team player with a passion for people and the transformative power of collaboration.
- CRM practices, strategies, and techniques, to include CRM conversions and wealth screening.
- Cultivating, soliciting and stewarding mid-level gifts from individuals/families with a track record of gifts in the $501-$999 range.
- Gift processes, principles, methods and practices, including prospect research.
- Working in high-pressure, fast-paced environment with significant personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.
- Microsoft Office Suite and donor cultivation resources.
- Presenting and communicating, in both oral and written forms, to interface with various networks, departments and levels of management.
- Relationship management skills that both enhance internal organization relations, external community interactions and business development opportunities.
Ability to:
- Carry out complex tasks with concrete and abstract variables.
- Continuously improve systems and processes.
- Cultivate a mid-level program that results in increased giving and a record of success in achieving development goals.
Work Environment
Job functions are typically performed under conditions similar to those found in general office or administrative work. This position is not substantially exposed to adverse environmental conditions.
Physical Demands
The physical activities of this position may include frequent in-person or virtual interactions. It is essential to be able to remain at a desk/computer workstation for prolonged periods, speak clearly so others can understand, see details of objects that are between a few feet and more than a few feet away, focus on one sound an ignore others, use fingers to grasp move or assemble small objects. Additionally, the employee must have the ability to concentrate for extended periods of time with frequent interruption understand, and relate to, the concepts behind specific ideas, and compute formulas. The typical physical requirements are: light work—exerting up to 25 lbs of force occasionally and/or up to 10 lbs of force frequently and may include climbing, pushing, standing, hearing, walking, reaching, grasping, kneeling, stooping, and repetitive motion.
Position Type / Expected Hours of Work
This is a full-time, hourly, non-exempt position which may include frequent in-person or virtual interactions. Duties are routinely performed Monday through Friday between the hours of 9:00 a.m. and 5:00 p.m.; however, weekend, evening, and holiday hours may be necessary. This is a hybrid role blended with remote and on-site time at our Hartford-based location.
Education and Experience
Bachelor’s degree in relatable field AND a minimum of five (5) years of direct and sustained professional work experience in a leadership gifts non-profit environment AND/OR a satisfactory equivalent combination of education, training, and experience. Certified Fundraising Executive Credential desired, but not necessary.
Applications are only accepted through our online career portal. Apply to: https://ctpublic.csod.com/ux/ats/careersite/1/home/requisition/131?c=ctpublic