Job Listing: Annual Giving Officer
Colonial Williamsburg Foundation - Williamsburg, VA
Closes - Open until filled
Position Title – Annual Giving Officer
Job Type - Full-Time
For more info and to apply, CLICK HERE.
The Donor Society Engagement team is primarily responsible for raising funds from $500+ contributors. The team is responsible for stewarding donor relationships and providing meaningful interactions that lead to increased revenue, donor loyalty, and donor satisfaction. The Annual Giving Officer maintains a portfolio of donors and assists gift officers in connecting with prospects and advancing gift discussions. The officer is responsible for implementing new donor and renewing donor engagement and solicitation plans. Also responsible for achieving both quantitative and programmatic goals each year. Builds relationships with Foundation donors through personal contact via telephone calls, correspondence, and personal visits. Assists with donor correspondence and the direct solicitation of our high-level supporters. Provides assistance with donor society events as needed.
WORK TO BE PERFORMED:
- Responsible for active evaluation, cultivation, solicitation, and stewardship of assigned portfolio of key donors. Implements short- and long-term strategies for increasing support and achieving both quantitative and programmatic goals each year.
- Engages donors via onsite face-to-face visits, phone, email, and personalized notes in an effort to reengage and encourage continued support. Contacts members of Colonial Williamsburg’s donor societies ($250 – $4,999) to: (a) welcome to this donor society; (b) share information about benefits and activities; (c) serve as a point of contact for future inquiries; (d) learn about donors’ interests to better understand their giving potential and refer good prospects to major/planned giving group as appropriate (e) plan strategies for upgrades or reactivation. Requires careful research of donor records. Writes contact reports as necessary.
- Prepares reports and strategy recommendations regarding engagement with key donors and maintains accurate and meaningful records of donor relationship status in the fundraising database. Ensures that donor records are accurate and kept up to date.
- Helps identify Principal/Major and Planned Giving prospects, working closely with colleagues in those areas.
- Prepares and sends inquiry packets, which include personalized notes, to existing or potential donors requesting information about donor societies. Call to follow-up as necessary. Must be able to articulate the Foundation’s mission and be well-informed of all types and levels of giving and their associated benefits.
- Helps with CW Fund customer service functions – in-bound phone line and donor email correspondence. Responds to incoming calls and ensures all inquiries by donors are responded to, problems are resolved, and adherence to customer service standards.
- Assists Director, Donor Society Engagement Programs with the preparation, review, and mailing of various types of donor correspondence, such as appeals, newsletters, etc.
- Manages special projects as assigned.
- Attends all onsite donor society events and serves along with donor society engagement team as the face of the Foundation at the St. George Tucker House (donor reception center).
- Weekend and evening obligations and assignments are routine.
- Must have strong interpersonal skills as well as organizational and communications skills, both oral and written, and the flexibility to work in an environment with widely varying workloads. Experience working in a development, direct sales or customer service setting. Experience working with databases, strong writing skills; a polished and professional manner, both on the phone and in person. Energized by developing new relationships. A sense of humor and dynamic, engaging personality.
- Must be extremely goal and detail-oriented; able to communicate effectively with a wide variety of people and demonstrate an understanding of protocol in social situations; able to demonstrate effective interpersonal skills and to develop strong relationships with those in other departments; able to handle confidential material with tact and discretion; able to meet deadlines, adapt to changing work priorities, and be willing to work non-standard hours including weekends and evenings as needed.
- Qualifications generally gained through a four-year degree and 2 - 3 years of fundraising or related experience.