Primary Function: The Director of Development Services collaborates with the Deputy Director for Advancement and development leadership staff in the overall planning, integration, and oversight and the administration of development information and related systems of institutional donor and constituent-related communications and stewardship programs. S/he is an advancement resource for all Foundation business units and serves as a fundraising advocate for the organization with both its internal and external constituents.
Education/Training/Experience:
- Bachelor’s degree and at least five years’ experience in nonprofit management, fund development, donor relations and stewardship, or fund-raising administration roles. At least two years’ experience in developing and tracking relationships with high level donors.
- Demonstrated leadership including
- Financial and project management experience
- Effectively organizing fundraising activities including, prioritizing prospects, and contributing to high-level gift strategy
- Capital campaign experience.
- Advanced knowledge of and expertise in database administration including
- Demonstrated proficiency in Salesforce CRM at an advanced level in a nonprofit environment
- Familiarity with ACME or other ticketing software and/or CRM systems
- Advanced querying skills using SQL or equivalent tools.
- Advanced skills in Microsoft Office, Excel, and Power Point.
- Leadership including the interpersonal and professional skills necessary to manage staff and work effectively with all foundation constituents.
- Excellent personal organizational, communication skills, analytical reasoning skills, and demonstrated ability to manage multiple tasks and to prioritize.
Physical Demand Analysis:
- Physical Requirements: Lifting up to 10 lbs. 80% of day sitting required.
- Visual Requirements: Extensive computer use.
- Hearing Requirements: Phone use
- Working Conditions: Position operates in an environment that is generally free of noise, dust, temperature extremes or other hazards.
Job Responsibilities:
Development Administration and Information Management
- Directs and monitors donation management and compliance through design, implementation, and maintenance of development information systems (e.g., Salesforce CRM) and develops automated processes to meet the needs of the department and the foundation.
- Serves as liaison to Finance Department for
- Processing all gifts including gifts of securities, regular reconciliation of general ledger reports; and establishing inter-departmental operating budget controls.
- Projections and reconciliations of special project budgets, including those funded by the current and future campaigns and other sources.
- Supervises the process of gift and gift pledge acknowledgment.
- Works with internal and external partners in conjunction with the Planned Giving Program.
- Oversees pledge fulfillment processes.
- Directs and monitors database management and maintenance for efficiency and accuracy of donation and constituent processing.
- Monitors the integrity of the information contained in the database and determines how to translate data into usable, actionable information to formulate and execute fundraising strategy.
- Ensures compliance with constituent management policies and procedures.
- Maximizes coordination between Salesforce CRM and other systems, including ticketing systems and e-communications software to advance fundraising outcomes and tracking/analysis of constituent participation.
- Ensures compliance with data privacy regulations and uses cybersecurity and donor communications best practices.
- Identifies opportunities for efficiency and automation in workflows and data management.
Prospect Development and Information Management
- Develops and identifies reporting tools to track fundraising/campaign progress including dashboards, management, board, and committee reports.
- Develops and maintains database structure to support campaign initiatives and annual solicitations.
- Manages the identification and research of individual, corporate, and foundation prospects, both proactively and in response to trustee or staff requests; supervises and trains development staff to support best practices in prospect management and research to comply with internal prospect management systems.
- Oversees the prospect management system and related documentation, updating accordingly.
- Ensures call reports, cultivation, and solicitation activities are recorded properly in the database in accordance with policy and the Moves Management system for efficient portfolio management and reporting.
- Administers a centralized process for prospect and interested-party name capture, interest coding, and retrieval for future use; oversees regular prospect review tracking, meetings, and follow-up reports.
- Manages the design and implementation of effective prospect briefing and tracking materials for prospect review sessions and for use by executive staff, trustees, and other fundraisers.
- Provides current information about prospects and donors at briefings and to staff/volunteers.
- Oversees the maintenance of the prospect research library.
- Identifies opportunities for efficiency and automation in data management and reporting processes.
Donor and Constituent Relations, Communications, and Publications
- Monitors and assists with the fulfillment of reporting obligations to funders for individual and institutional donations.
- Creates and monitors templates and protocols for effective and consistent acknowledgement, solicitation, and billing/pledge agreement communications, with special attention to communications between the Executive Director, the Deputy Director for Advancement, and Trustees with top prospects.
- Collaborates on the creation, design, and execution of constituent, stakeholder and donor publications and communications such as, but not limited to, the annual report, annual “thank you” brochure, and endowment reports.
- Supports institution-wide development of guest lists and invitation mailings for special events.
- Develops methodologies and systems of internal communication that increase efficiency, frequency, and transparency of organizational knowledge sharing so that data and collateral acquisition, creation, refinement, storage, transfer, and sharing supports and maximizes fund-raising efforts. Oversees this system and motivates/trains people to participate within the Advancement department and institution.
Advancement Committee and Special Project Support
- Manages campaign, donor, and trustee annual giving solicitation, billing, and acknowledgment processes.
- Collaborates with and supports Planned Giving Program marketing and solicitations; serves as a liaison regarding Charitable Gift Annuities with vendor and finance office.
- Manages and collaborates with the Campaign and Stewardship Manager on gift agreements, donor recognition, and events.
- Performs other duties as requested.
Managerial Competencies:
- Demonstrates the ability to monitor, supervise and hold accountable all employees in the areas of attendance, completion of documentation, ADP and implementation of all company policies, procedures and protocols.
- Supervises and meets regularly with all direct reports to review operational metrics and provide ongoing guidance; documents constructive feedback regarding job specific functions, responsibilities and competencies.
- Maintains written documentation of supervision for oversight and review by other parties as appropriate.
- Maintains a productive team environment through effective communication, staff appreciation and other activities that yield a high level of employee engagement to support and preserve the employee’s interest in working for the Barnes Foundation.
