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Donor Relations Officer

Leadership Institute

1101 N Highland St

Arlington , VA 22201

United States

Job Description


Donor Relations Officer Responsibilities and Expectations


Technical Setup


·       Raiser’s Edge (Tech)


·       ResearchPoint (Tech)


·       MapPoint (Tech)


·       Outlook (Tech)


·       Cisco Communicator (Tech)


·       Income Report (email David Hempel)


·       Create shortcut to “Southeast” folder, located on the “Devo” drive


Daily Expectations


·       Manage relationships with all $500-$999.99 donors


o   Promptly call to follow up on regional gifts


o   Write thank you notes for gifts


o   Follow up on all donor communication


o   Develop Relationship with Southeast “B1-3” caseload.


·       Serve as an assistant to John


o   Run query to determine which donors John needs to thank; set up reminders until contact


o   Submit John’s expense reports to Steven Sutton


·       Donor Visits


o   Run regional query for donors $XXX+ for John’s review


o   Run Excel spreadsheet through Google maps.


o   Mail specified donors to request meetings 3 weeks out


o   Call specified donors starting 2 weeks out


·       Mailings


o   Ascertain the existing Direct Mail schedule


§  Form a relationship with John Davis; ask for a run-down of Direct Mail practices


§  Talk to Mitch Nozka about email calendar


o   Determine what LI updates currently exist for easy access


§  Form a relationship with Carol Wehe and David Fenner for LI program updates


§  Talk to Robert Arnakis for Grassroots updates


o   Suggest mailings to John for approval, which can include:


§  Upcoming LI regional training invitations and “Sorry You Missed It” follow-ups


§  LI Conservative Graduate updates


§  Morton letters


§  Daylily letters


o   Create a schedule for annual mailings, including:


§  Memorial Day (Calls)


§  Fourth of July (Calls)


§  Veteran’s Day (Calls)


§  Thanksgiving (Calls)


§  Christmas (Big mailing)


·       Annuities


o   Mail annuity checks every quarter


o   Learn to generate an annuity quote in Crescendo (see Chris Vari)


§  Submit quote to Joe Metzger for approval


§  Mail quote to donor


§  Once annuity is received:


·       Set up an appointment with Morton to sign annuity contract


·       Mail two copies of the signed contract to donor; set reminder to follow up in two weeks


Regional Representation


·       Morton Calls


o   Maintain a query for $5,000+ donors


o   Ask Cathy Graham for a meeting with Morton


o   Prepare a donor informational packet (on desk)


o   Come prepared to discuss the purpose of the call with Morton


·       Meeting Memos


o   Edit John’s meeting memos


o   Send John-approved, edited memo to Steven Sutton for approval


o   Scan and send Steve-edited memo back to John




·       Intern


o   If interested in either a KIP or LI intern for the semester, ask Karla Bruno well in advance of intern placement


o   Develop several coherent projects for intern; for example:


§ Scanning foundation/donor paperwork into Raiser’s Edge


§ Develop one region-specific intern biography mailing


o   Interns can manage $100-$499 donors for thank you calls and notes


Educational Opportunities


·       Take advantage of both LI- and other-organization-sponsored educational opportunities

To apply, please send a resume and cover letter to John McGovern at 

Type of Position


Required Employment Authorization

U.S. Citizen

Start Date


Required Experience

Not Specified

Required Education


Required Major

Required Travel


Hourly Rate (US$)

Annual Salary (US$)

Relocation Assistance Provided