What are the responsibilities and job description for the Donor Relations Manager - Major Gift Officer position at the Orange County Rescue Mission?
Solicits, cultivates, and stewards donor relationships based on major gift strategy of building 1:1 relationships with the goal of moving donors to a higher level of engagement and an increase in major gifts year over year.
Responsible for completing tasks and projects that support and maintain the fulfillment of ministry mission & eight key values; and the efficient & accountable stewardship of ministry resources.
1. Manages a caseload capacity of 150 donors (60%)
A) Cultivates donor relationships by updating, appreciating, and asking major donors to deepen their financial partnership
B) Solicits and closes gifts from major donors
C) Executes strategy through in-person, phone, email, and mailed communication
D) Understands OCRM programs and projects and effectively communicates the mission to donors
E) Conducts oneself in a professional, friendly and truthful manner to donors
2. Qualifies a pool of about 450 donors in order to build initial caseload and continually qualifies new donors as caseload space becomes available (10%)
3. Updates the database with call notes and new information about donors (20%)
4. Researches, identifies, and promotes hand-off of high capacity donors to the appropriate OCRM contact (5%)
5. Meets with a Veritus coach/manager on a bi-weekly basis for accountability and to discuss strategy and moves (5%)
Key Performance Indicators:
- Caseload revenue growth of 10% year over year
- Conduct regular face to face meetings
- Serve as project lead on at least three donor touchpoints throughout the year
- Execute 12-15 annual touchpoints to all caseload donors
- Solicit all caseload donors on an annual basis
- Maintenance of DEP tool with a perpetual goal of 100% data hygiene
This position is full-time with a schedule of Monday-Friday, 8am-5pm.
