You will receive emails about Conservative Jobs and career training opportunities. You can unsubscribe at any time.

×

Donor Relations Officer

Leadership Institute

https://www.leadershipinstitute.org

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

 

Supervision

 

·       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 JMcGovern@LeadershipInstitute.org 

Type of Position

Full-time

Required Employment Authorization

U.S. Citizen

Start Date

ASAP

Required Experience

Not Specified

Required Education

None

Required Major

Required Travel

20%

Hourly Rate (US$)

Annual Salary (US$)

Relocation Assistance Provided

0