Officer, Donor Engagement and Communications Liaison (P3)

The Donor Engagement and Communications Liaison Officer oversees two distinct, yet related functions within the Individual Philanthropy Group (IPG) to support our growing donor base: 1) the qualification of new major donors and prospects to build the pipeline for assignment into fundraiser portfolios and (2) serve as IPG’s communications liaison on outreach to major donors including the coordination and delivery of fundraising communications such as appeals, reports and newsletters. The role will work closely with the Research team, the IPG Managing Directors and individual fundraisers to support the qualification aspects of the role and will coordinate with the Impact Communications team and the Marketing, Communications and Fundraising (MCF) division on donor messaging and materials.

The Officer will manage a revolving portfolio of an estimated 100 - 150+ new major donors who have made a qualifying gift of $10K+ or donors who give at lower levels and have been identified as having high net worth with propensity to make a significant gift. This will include tracking the effectiveness of messaging and materials and working with the Senior Managing Director and the Research team to refine the qualifications outreach strategy. The role will also ensure timely delivery of quality materials in optimal formats (i.e., printed, electronic, video, etc.) to support donor engagement and stewardship in alignment with key moments throughout each year and ad hoc events as they arise.

What You’ll Be Doing (Essential Duties)

Qualifying New Major Gift Donors – Strategy and Execution (55%)

• Oversee the creation and evolution of IPG’s new donor qualification strategy in coordination with the Senior Managing Director, Individual Philanthropy and colleagues from Mid-Level, Operations and Prospect Management, and Research among others, based on learnings from the pilot and ongoing assessment of outcomes. Align and coordinate outreach with the Mid-Level team for jointly managed donors throughout the qualification process.
• Manage a revolving portfolio of an estimated 100 – 150+ new prospective major donors who have made a gift of $10K+ or donors who are giving at lower levels and have been identified as having net worth of $10M+ with high propensity to make a gift of $100K+. Qualify donors for assignment into fundraiser portfolios through outreach and communication over the phone, by email, mail and through online platforms such as LinkedIn to assess interest in deepened engagement and increased giving, including offering donors the opportunity to meet in person with a fundraiser. Upon qualification, oversee the smooth transition of donors from the Officer’s qualification portfolio to a major gift officer’s portfolio to continue development of the donor relationship.
• Analyze donor capacity, giving history, and philanthropic interests to assess alignment with the organization’s mission and funding needs.
• Develop strategies and materials for donor engagement and qualification of the donors in the Officer’s portfolio, utilizing existing content and creating new messaging and approaches as needed to meet targets.
• Maintain accurate and up-to-date donor records in the fundraising database, including qualification status and moves management, in line with the recommendations and guidance from Operations and Prospect Management. Propose and agree changes to processes as needed to ensure efficient entry and tracking of outcomes.
• In coordination with the Research team and Operations and Prospect Management, develop a process to provide fundraisers with donor research and relevant information to support outreach and relationship-building with newly assigned donors. Leverage CRM system to make the process as efficient as possible.
• Collaborate with managing directors and frontline fundraisers to assign qualified major donors to portfolios based on strategic fit and geographic territory. Communicate effectively with fundraisers and other stakeholders to ensure alignment and address any issues related to donor qualification and assignment.
• Coordinate closely with Operations and Prospect Management and other colleagues as needed to review, finalize, present and adapt/improve metric reports on key indicators including donor responsiveness, giving and upgrades into major gift officer portfolios. Recommend changes and improvements in qualification criteria, processes and strategies based on evolving organizational goals and donor trends.
• Stay current with best practices and trends in donor qualification and fundraising strategies.

Serve as Major Donor Fundraising Communications Liaison (35%)

• Serve as key liaison from within IPG with the Impact Communications team and the MCF division to ensure timely delivery of quality materials in optimal