Development & Donor Engagement
o Receive and respond to initial inquiries from individuals, families, nonprofit agencies, or businesses about giving to or through the Foundation, setting up a fund, or supporting the Foundation’s programs.
o Support initial welcome communications with new donors in advance and as part of donor orientation. Ensure thorough and consistent onboarding of donors and activation of funds.
o Oversee and implement process steps for all gift and fund creation activities.
o Track new fund prospects from among general inquiries, specifically for cultivation opportunities such as Foundation events and for reporting purposes.
o Receive and triage inquiries about gifts of complex assets, such as real estate and business interests, or legacy gifts contemplated through estate planning.
o Attend and represent the Foundation at community events and professional gatherings.
Team Administration
o Support data management and strategy efforts, including:
· Manage fund and donor lists.
· Perform fund administration in CSuite database, including overseeing, tracking, and updating profiles.
o Maintain professional advisor profiles and track legacy gift activity within the Foundation’s database.
· Oversee paper files and digitize records.
· Manage internal documentation.
· Data entry.
o Provide project support for inter-departmental projects, including:
· Support Community Engagement team in fundraising efforts.
· Track recommendations from Foundation staff to donors.
o Manage Development database projects, including:
· Organize and clean up profiles.
· Verify historical records.
· Digitize files.
o Assist in managing logistics of Development and Donor Engagement functions, such as event coordination, invitations, and materials as needed.
o Work with Senior Development Officer and other Foundation staff to update published versions of fund agreements, guidelines, and related administrative forms.
QUALIFICATIONS
o Commitment to the Foundation’s goals, values, and mission.
o Familiarity with the Triangle region, its issues, organizations, people, and resources.
o Prior development experience preferred.
o College degree required; bachelor’s degree preferred.
o Strong data management skills: Experience with CRM databases, Microsoft Office Suite and spreadsheet proficiency preferred.
o Available to attend some events on nights and weekends.
o Ability to interact well with diverse populations and constituencies with excellent relationship-building, listening, and facilitation skills.
o High degree of professionalism, integrity, and warmth.
o Ability and willingness to work closely with other colleagues as a team.
o Strong written and oral communication skills with a customer service orientation.
o Detail-oriented with strong research and analytical skills.
o Willingness to work flexibly within a hybrid work environment and to adjust activities and priorities and take on new responsibilities.
To apply for this job email your details to jobs@trianglecf.org
