Individual Giving Associate, Director's Circle
SFMOMAAbout the role
Under the direction of the Assistant Director of Individual Giving, Director’s Circle, the Individual Giving Associate provides administrative support for the Director’s Circle (DC). Working in close collaboration with colleagues on the Individual Giving team and throughout the Philanthropy department and museum, the Associate is a vital contributor to the program’s goal to maintain positive donor relationships and deliver best-in-field stewardship. The Associate performs administrative functions including gift tracking, renewal management, event support, volunteer leadership committee support, and benefit fulfillment for the museum’s most generous donors.
The Individual Giving Associate, DC works closely with colleagues in the CRM Enterprise Services, Donor Events, Membership, and Curatorial departments, as well as externally with trustees, committee members, volunteers, members, interns, and external vendors. Attention to detail, excellent communication skills, project management skills, ability to work under numerous overlapping deadlines, and a desire to create and maintain orderly systems are key qualities for this position.
Responsibilities & Duties
- Act as a front line for donors, taking phone calls from members and prospects, as well as drafting and processing correspondence and other written materials.
- Manage regular cycle of renewals and solicitations for DC donors, including the Annual Pledge Mailing. Create timelines, recognition lists, contribution forms, benefits information, and other enclosures, and guides and coordinates with Philanthropy colleagues working on parallel appeals as appropriate.
- Coordinate Director’s Circle committee meetings including scheduling meetings; communicating with the committee; tracking RSVPs; arranging meeting rooms, IT, and catering; building agendas and PowerPoint presentations; printing handouts and name plates; taking minutes; and disseminating recaps to committee members.
- Provide logistical and administrative support for DC stewardship and prospecting events such as exhibition previews, receptions, tours, private collection visits, and the annual Director’s Dinner, including invitation list management, mailings, tracking RSVPs, event logistics, staffing, and other support as needed.
- Support the production of the quarterly DC email newsletter including gathering content, images, routing for approval, and deploying via email provider.
- Maintain DC and associated events calendars, keeping electronic calendars (internal and external) up to date.
- Provide clerical and administrative support to members of the Individual Giving team as needed, including tracking, organizing, and submitting expense reimbursements.
- Assist in the creation of an annual stewardship email which deploys to all CC and DC members, collaborating with Design, Marketing and Communications, and gathering data from Education and Community Engagement departments.
- Perform other duties as assigned.
- Manage timely and accurate gift processing, tracking, and acknowledgement.
- Generate regular reports to track income, membership, and other key performance indicators, and leverage Tessitura analytics for program insights.
- Manage the input and upkeep of donor plans and constituent records for DC in Tessitura.
- Maintain donor and prospect records i
Administrative
Database Management
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