Annual Fund Manager
STATUS: FULL TIME, HOURLY, NON-EXEMPT
The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ to meet human needs in His name without discrimination.
The Salvation Army is an Equal Opportunity Employer: Minorities/Women/Veterans/Disabled.
SCOPE OF POSITION: The Annual Fund Manager plays an integral role in the success of the Spokane Citadel’s fundraising efforts, specifically through ongoing relationship management, strategic communication plans, stewardship efforts and gift cultivation and solicitation activities. This individual will manage an assigned caseload of qualified, mid-level donors who contribute $250 - $4,999 with the purpose of deepening each donor relationship and increasing each donor’s annual contribution to the Spokane Citadel. The Annual Fund Manager will identify, qualify, cultivate, solicit and steward mid-level donors, acting as the primary contact between The Army and the assigned donor.
KNOWLEDGE, SKILLS AND ABILITIES:
- Must embrace, support and reflect well on The Salvation Army’s mission and values through one’s professional responsibilities and behavior at all times
- Bachelor’s degree or comparable experience; prefer two years of experience in a non-profit fundraising role with a proven track record of success
- Effective interpersonal, conversational and presentation skills, demonstrating emotional intelligence, situational awareness, excellent writing abilities and strong case development and pitching skills
- Proven expertise in developing and maintaining positive relationships with diverse individuals, including executives, leadership volunteers and wealthy donors, as well as internal stakeholders and leadership
- Effective problem solving, think strategically and creatively, and take initiative with a good follow through
- Team player with an ability to collaborate effectively with officers, staff and volunteers for successful achievement of position and department goals
- Able to work independently in a fast-paced environment without admin support
- Be highly organized and able to effectively manage multiple projects and competing priorities with professionalism and grace
- Must maintain good documentation through contact reports and activity tracking, using the Portfolio database according to Salvation Army protocols.
- Goal-oriented with a drive to achieve agreed upon goals within agreed upon timeframes
- Work under stressful conditions
- Interact with others with courtesy and tact
- Manage and prioritize multiple projects in an organized and efficient manner to meet tight deadlines
- Respond to crisis situations in a calm and effective manner
- Complete projects on schedule
- Maintain confidentiality
- Maintain regular and punctual work attendance
- Valid driver’s license required
- Travel as necessary
- Computer proficiency, including Microsoft Office tools and familiarity with donor management software and email applications
- Use office equipment such as computers, photocopiers, scanners, calculators, smartphone, etc.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- The Annual Fund Manager establishes, manages, and maximizes a mid-level donor caseload of 75-100 individuals. This will include meeting or exceeding individual fundraising goals and developing and executing personalized donor strategies to effectively steward, educate, cultivate and solicit gifts from mid-level donors each fiscal year.There will be an emphasis on gifts in the $250 - $4,999 range. If a donor has potential or indicates an interest in a gift of $5,000 or more, the Annual Fund Manager partners with the Director of Donor Relations on a seamless transition of this donor to the Director of Donor Relations’ caseload.
- Works diligently to meet agreed upon monthly and annual activity and income production goals and is purposeful about each communication and the desired outcome for each activity.
- Meets regularly with supervisor to discuss and refine caseload plans, donor strategies, to track progress, to receive coaching, and to keep open lines of communication.
- Participates in recommended professional trainings as budget allows, conference calls with other development staff, conference kindred sessions and other professional development opportunities.
- Works in close conjunction with development colleagues, pursuing and contributing to harmonious collaboration between direct marketing, social media, foundation, corporation, major gift and planned giving staff for optimal integrated strategies.
- Works in close collaboration with officers, executive, program, finance, development and graphic design / communications, and admin support staff to develop a portfolio of inspiring giving opportunities that meet the needs of the Spokane Citadel and the Spokane community.Presents these opportunities to donors matching donor interests with the Spokane Citadel’s funding priorities.
- In second year, will establish, recruit, engage and manage an Echelon board (young professional’s group) for the Spokane Citadel.Maximizes this opportunity to build networks and engage connected, civic minded young-professionals in the mission of The Salvation Army in the Spokane community.
- Develops, manages and coordinates follow up for monthly opportunity visit program to engage donors in the work of the Spokane Citadel. Collaborates with the Advisory Board to promote and recruit participants in the opportunity visit program with the intention of expanding the Spokane Citadel’s network and influence in the community.
- Leads donor acknowledgement process, personally managing thank you calls to all $100+ donors not assigned to an alternative staff.Optimizes this opportunity to qualify potential donors and develop longstanding, trusted relationships with mid-level donors. Develops and implements on-going annual activities to reengage lapsed donors, particularly donors who gave the previous fiscal year, but have yet to contribute in the current fiscal year.
- Has a deep understanding of the Spokane Citadel’s direct marketing strategies and practices as majority of the mid-level donors will come from this fundraising effort. Regularly collaborates with the Director of Development on ways to maximize direct marketing efforts to strengthen mid-level donor relationships.
- Supports and contributes to, as requested, overall territorial policies, business practices and strategies to continually increase fundraising revenue and program growth.
- Keeps management apprised of all significant interactions, inputting contact reports to the Portfolio donor database system as required, sharing a continually updated itinerary, fulfilling all monthly and other reporting requirements, and consulting with leadership when needed to understand organizational priorities, to develop strategies that benefit both donor and the Army and to troubleshoot challenging situations.
- Stays driven toward goals and focused on caseload, but makes effective use of volunteerism opportunities, events and other initiatives to engage with assigned donors, to bring them closer to the Army, and to deepen their awareness of the impact of our work, especially in areas of interest to them. Participates in such opportunities alongside caseload constituents.
- Manages all office systems related to Annual Fund Manager duties, including maintaining updated Portfolio donor files, tracking spreadsheets, correspondence and gift acknowledgments, etc., in keeping with department policies and procedures. Documents all donor interactions through Portfolio contact reports and according to established business practices. Carries out any office and computer-related tasks important to fulfilling the goals of the position.
- Ensures excellent customer service is provided to donors through accessibility to staff and leadership (as granted), timely responsiveness, quality in all interactions and personalized communications.
- Performs other related duties as assigned by supervisor, Officers and/or Divisional Director of Development
The position requires: professionally communicating verbally with co-workers, other departments and program staff, clients, vendors, donors, volunteers, board members, philanthropic decision-makers, and officers; written communication; talking on the telephone; responding to written or verbal requests; training/giving verbal and written instructions; receiving verbal and written instructions; writing/composing written language, reading; visiting/working at other worksites and non-worksite locations; communication via the latest technologies.
- Must be in good physical health and mental health, capable of meeting program demands
- Participate in child ministry physical activities
- Sit, move, stand, bend, squat, climb, kneel, stoop, and twist on intermittent or continuous basis
- Grasp, push, pull objects such as files, file cabinet drawers, and reach overhead
- Lift and carry up to 25 pounds