Philanthropy Specialist

Philanthropy Specialist

Requirements

• Exceptional written and verbal communication
• Promotes open communication and contributes to an environment of trust and mutual respect
• Fast learner who finds simple and creative solutions to complex problems
• Strategic thinker with a track record of data-driven decision-making
• Finisher with keen attention to detail
• Ability to thrive working independently and cross-functionally managing multiple tasks
• Tech-savvy with proficiency in MS Office (Word, PowerPoint, Excel)
• Ability to act professionally and maintain appropriate boundaries with clients and staff
• Ability to report as scheduled to work, meetings, training, and job-related activities prepared and as scheduled
• Ability to consistently demonstrate compassion and meet people with compassion; Effort, every interaction deserves my best effort; and Ownership, which drives the company’s success
• Maintains an open and accepting mindset by being an active learner, participating in discussions with others, trying new approaches and ideas, and being self-aware and self-reflective for continual personal, professional, and leadership growth.

Responsibilities

• Proactively seeks to network and enhance the portfolio. Coordinates and executes donor stewardship and recognition activities to bolster portfolio support and increase donor engagement.
• Initiates contacts with potential planned to give and endowment donors, identifying, qualifying, cultivating, soliciting, and stewarding these individuals, adhering to the highest ethical standards, Donor Advisement Funds (DAF).
• Ensures the maintenance of detailed and accurate records related to activities and prospect management. Administers in-kind donations, legacy gifts, and the issuance of donor acknowledgment letters.
• Coordinate the logistics for the yearly gala, along with donor and employee engagement initiatives and various philanthropy-related events. Assist with gala preparations by tracking auction items, managing sponsor payment follow-ups, and organizing logistical support for award presentations.
• Facilitates audits and benchmarking, ensuring all accounts are arranged and free of duplicate accounts.
• Develops and implements strategies for events aimed at encouraging annual donations and enhancing community engagement. Recognize effective trends and relevant content for social media platforms.
• Create opportunities for major gifts that align with Solari’s objectives and donors’ charitable interests. Conduct thorough research and offer detailed information on prospects for major gifts and donor profiles.
• Provides progress and results in relation to established objectives. Responsible for managing the CRM system and the Quarterly Newsletter.
• Provide prompt, courteous, and professional internal and external customer service, including responding to internal and external communications promptly and attentively.
• Provide support to Solari’s Annual Philanthropy Plan, fundraising strategy and campaigns to exceed budgeted revenue.
• Compose various written materials, including visit strategies, briefings, correspondence, proposals, pledge documents, and agreements for gifts. Coordinates community networking events, meetings, and donor tours.
• Other duties as assigned.

Preferred Qualifications

• 3-5 years of industry experience in non-profit fundraising, donor engagement field
• Certified Fund-Raising Executive (CFRE) Certification, preferred
• Bachelor’s Degree in marketing, business, or a related field