Position Overview: (summary of main purpose of the job)
The Annual Fund Associate assists the Director of Annual Giving in strengthening and expanding an over $5 million annual giving program. She/He supports the Director and collaborates closely with Advancement colleagues, as well as volunteer leadership, as they grow and cultivate a culture of philanthropy among Crossroads parents and alumni.
Essential Job Functions:
Under the direction of the Director of Annual Giving, helps to identify, retain, educate, and evaluate potential annual giving volunteers
Assists with production of solicitations, volunteer updates, caller training tools, thank-you cards, stewardship pieces, videos, and board presentations
Coordinates and schedules phonathons, volunteer meetings and donor thank-you events, working with Advancement colleagues and the school’s master calendar.
At regular intervals, analyzes and presents data regarding dollars raised to update Director of Advancement, Development Committee and other volunteers
Processes incoming donations, working collaboratively with other Advancement team members
Works with database manager to produce reports regarding annual giving progress to goals
Maintains, updates, and revises records in School’s database as necessary or upon request, in collaboration with Advancement services. This includes the regular review and approval of caller notes from parent volunteers.
Attends evening and occasional weekend events as needed, including phonathons, donor stewardship dinners, caller training events, grade-level parties, and other school functions. This includes some overtime work
Assists the Director in production of the annual report, including generation and proofreading of lists, and outreach to donors to confirm desired listings
Maximizes corporate matching gift donations among current donors by regularly reviewing matching employers and our donor database
Working with the Director, develops stewardship plans for annual giving
Conducts prospect and donor research as needed or requested by Director