Donor Engagement Associate

The Boston Foundation

Job Description

The Boston Foundation believes that one of the great strengths of the Greater Boston community is the rich diversity of its residents in race, religion, national origin, ethnicity, sex, sexual orientation, gender identity, genetic information, age and physical abilities. The Foundation seeks to enhance and support that diversity, not only by its grant making, but also by adopting and implementing employment policies and practices designed to recognize and respond to such diversity.
 
The Boston Foundation is an Equal Opportunity Employer. We encourage applications from people with diverse backgrounds and experience. 
 
All applications should be submitted online. Go to https://www.tbf.org/who-we-are/careers and select “Donor Engagement Associate” to complete our online application process.
 
Job Description

Title: Donor Engagement Associate
Department: Philanthropy Group
Reports To: Senior Director, Philanthropy Group (Donor Relations)
FLSA Classification: Exempt FTE: 1
Supervises: none
 
Position Summary: 
Focused on donor retention and stewardship of the Foundation’s donors with an emphasis on advisors to Donor Advised Funds, this position will organize and leverage opportunities for the department to proactively steward and engage donors. Often this is accomplished by planning donor outreach activities to better coincide with donor solicitations, organizing nonprofit learning sessions and donor dialogues in collaboration with the Program department, and researching and developing new philanthropic and investment models alongside the Senior Director.  This position also plays a central role in helping to organize and leverage the Senior Director’s impact both internally and externally. We seek an organized, solutions-oriented, self-directed, and flexible person who will be a committed and contributing team player.
 
Essential Functions: 
  • Manages donor education and engagement activities, and participates in the development and coordination of programs in partnership with Events team; 
  • Collects and shares giving opportunities and nonprofit information to be easily shared across the Donor Development Services (DDS) department, utilizing the new Grants Management System (GMS) system; 
  • Coordinates monthly e-newsletter to the Boston Foundation (TBF) donor community;
  • Strategically manages the Senior Director’s calendar, including scheduling of meetings and conference calls;
  • Manages administration for special donor-focused projects and programmatic funds when needed;
  • Serve as primary liaison to small portfolio of Donor Advised Fund holders and back-up relationships with Senior Director’s portfolio; 
  • Ensures timely and accurate communication on behalf of the Senior Director, including fulfilling internal and external requests for information; 
  • Coordinates, sometimes in conjunction with other staff, internal and external meetings, convenings, conferences and special events, and develops agendas and supporting materials, including presentations as necessary; 
  • Aides in implementation and roll-out of the new Grants Management System with an eye towards adapting the platform for affinity funds and other special donor-focused initiatives;  
  • Maintains prospect, donor and fund records in Salesforce database; ensures timely entry of activities; 
  • Works collaboratively with colleagues to implement and uphold data integrity protocols to ensure accurate reporting and inform departmental activities; 
  • Prepares and maintains the Donor Services team’s project files, attends meetings and prepares meeting notes as necessary; and
  • Under the guidance of the Senior Director, works in collaboration with other departments on special projects.
 
 
Other Duties and Responsibilities:
  • Individuals assigned to this position may perform other duties as assigned.
 
 
Qualifications
 
Preparation, Knowledge, Previous Experience:
  • College degree or equivalent experience; and
  • At least 3 years of office-based administrative experience.
 
Skills, Abilities, Competencies:
  • Familiarity with and/or interest in the non-profit sector, development, and/or non-profit management;
  • Excellent administrative, organizational and calendar management skills; 
  • Impeccable attention to detail and accuracy;
  • Customer service orientation;
  • Excellent written and verbal communication skills; 
  • Participatory work style; team player and sense of humor; ability to give and receive constructive feedback; 
  • Ability to handle confidential matters in a discreet manner;
  • Excellent proofreading and editing skills;
  • A self-starter with a professional and mature interpersonal style, ability to interact well with a diverse range of people;
  • Strong knowledge of Zoom and Microsoft Office products - especially Word, Excel, Outlook and Power Point; 
  • Excellent data management and reporting skills; database experience in Salesforce strongly preferred;
  • A can-do and will-do attitude, i.e. no task is too high level nor too basic;
  • Ability to work with evolving priorities and timelines;
  • Ability to prioritize tasks and meet organizational deadlines;
  • Commitment to contributing to an overall organizational culture of learning and wellbeing; and,
  • Preference for an awareness, understanding, and connection to the Boston community. 

 

Working Conditions & Physical Demands:
  • Ability to work at workstation for long periods of time;
  • Ability to work on site and remotely, as required;
  • Ability to use a keyboard for extended periods of time; and
  • Ability to lift and carry up to 25 pounds, occasionally.


The content is intended to describe the general nature and level of work being performed by persons assigned to this job.  It is not intended to constitute an exhaustive list of all responsibilities and duties required.
 
External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation.  Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis.
 
This job description is intended to be general and may be revised from time to time.  At management’s discretion, the employee may be assigned different or additional duties from time to time.

Revised 6.2021