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Specialist, Individual Giving in Hartford, CT at National Multiple Sclerosis Society

Date Posted: 11/17/2018

Job Snapshot

Job Description

Potential office work location: Hartford, CT or Boston, MA area

The Individual Giving Specialist provides multiple-market support to Delaware, Pennsylvania, New Jersey, Connecticut, Rhode Island, Massachusetts, New York, Vermont, New Hampshire and Maine responsible for raising $4,453,237.

The Specialist strategically engages a pipeline of new and retained prospects through a defined portfolio of donors giving at the $500-$2,500 level. This position actively works a portfolio to create meaningful interactions including gift solicitation and stewardship. This position plays an active role on relationship management teams to develop and support moves management planning for all assigned prospects.

This position facilitates donor events across multiple markets by compiling mailing lists, tracking RSVP's, coordinating all event communications, determining venues, managing invoices, uploading interactions, providing donor research and creating all pre and post-event reporting.

The Specialist oversees Individual Giving data administration by tracking and uploading all team interactions, assigning relationship managers in the database, conducting prospect research utilizing a suite of resources and pulling defined reports from the reporting system.

This position serves as the primary customer service contact for all Individual Giving related inquiries for the defined market area, helping to answer questions and direct donors to resources.

Travel in and to assigned markets is required, as well as attending weekend and evening donor functions.

Essential Function/Responsibility (List % of Time)

1. Active Portfolio Management (55% of time)
* Manage defined pipeline of new and retained donors through meaningful interactions and execution of appropriate relationship building steps to increase Individual Giving revenue.
* Actively identify top relationships within portfolio to strategically align moves management plans.
* Regularly research, qualify and assign donors to portfolio through defined processes to determine individuals with capacity and propensity.
* Engage with donors in a variety of ways to identify specific donor interests and deepen their connection to the organization.
* Execute assigned weekly donor thank you calls.
* Participate in all relationship management meetings to facilitate collaboration.
* Work collaboratively with Individual Giving Staff and the market management team as well as key market volunteers to identify, cultivate and solicit donors.

2. Event Management (15% of time)
* Facilitate donor events across multiple markets by compiling mailing lists, tracking RSVP's, coordinating all event communications, determining venues, managing invoices, uploading interactions, providing donor research and creating all pre and post-event reporting.
* Provide onsite event support such as venue assessments, event logistics, organization of all event materials, coordination of registration tables and strategic donor engagement.
* Provide personalized outreach to assigned donors.

3. Administration (15% of time)
* Actively review and upload all team interactions.
* Assign relationship managers in the system and serve as primary contact for market team's relationship assignments.
* Conduct prospect research utilizing a suite of resources.
* Pull defined reports from the reporting system.

4. Customer Service (10% of time)
* Manage the intake of Individual Giving customer service calls and distribute to other staff when necessary.

5. Volunteer Engagement (5% of time)
* Increase the number of Society volunteers, recognizing and recruiting talent (Managing Relationships, Being Open and Receptive)
* Engage volunteers, effectively communicating and facilitating meaningful opportunities across all functions. (Communication)
* Partner with volunteers to accomplish our work. (Getting Work Done through Others, Getting Organized, Managing Work Processes, and Overcoming Obstacles)
* Cultivate volunteers, seeking and providing feedback and sharing opportunities for reciprocal growth and learning. We recognize the contributions of all volunteers. (Communication, Inspiring Others, People Management, Learning, Being Open and Receptive)

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