Annual Fund Manager
8 hours ago
Position Summary
The Annual Fund Manager is responsible for planning and executing broad-base, multi-channel, data-driven fundraising campaigns raising over $2M annually and plays a key role in the Guthrie’s donor cultivation and stewardship efforts. The Annual Fund Manager oversees the Guthrie’s monthly giving program and provides stewardship to donors who make gifts up to $2,499. This position works as a part of the Development team, which prioritizes contributed income goals and donor experiences, loyalty and satisfaction. The Annual Fund Manager also carries a modest portfolio of donors for cultivation, solicitation, and pipeline building. All Guthrie employees are expected to center, model and champion the Guthrie’s core values of Artistic Excellence, Community, Diversity, Equity, Inclusion and Accessibility, and Fiscal Responsibility.
Primary Duties and Responsibilities
Annual Fund Campaigns (50%)
- Plan and conduct multi-channel campaigns for annual fund and special projects to increase current support, acquire new donors, and increase monthly giving in partnership with Marketing and external vendors.
- Serve as principal writer/editor for the development department, generating copy for a variety of communications vehicles (such as the Annual Report, program, website, newsletters, reports, brochures, and acknowledgements).
- Regularly analyze and interpret appeal data to provide progress reports and make recommendations to optimize multi-channel campaigns.
- Serve as primary liaison with direct mail vendor to execute all annual fund mailings.
Stewardship (25%)
- Develop and maintain a broad-based stewardship program to steward annual fund donors and report donor impact on all programs throughout the year.
- Create donor stewardship materials for use by the Development Team, including letters, brochures, buck slips, one-sheets, newsletters, benefit materials and recognition.
- In collaboration with the Philanthropy Officer act as concierge for donors who need general assistance by clearly communicating benefits, liaising with box office, and providing excellent customer service.
- Assist Development Operations Manager with the program donor listing on a show-by-show basis as needed.
- Support and participate in donor events as needed.
Portfolio Management (15%)
- Maintain a modest portfolio of individual donors who are curated for their potential to make gifts up to the $2,499 level, with special focus on upgrading existing donors. Exact portfolio size may fluctuate based on the needs of the department.
- In collaboration with the Prospect Development Specialist, develop data-driven strategies to increase donors in the mid-level pipeline.
- Engage donors through in-person conversations, phone calls and emails to deepen relationships with the theater, striving to meet or exceed monthly targets of meaningful contact as determined by the Director of Annual Fund and Development Operations.
- Achieve a minimum number of solicitations annually, as determined by the Director of Annual Fund and Development Operations.
- Collaborate with other Guthrie Philanthropy Officers to build relationships for both the annual fund and campaign.
Database and Administration (10%)
- Pull and build reports, lists and extractions from Tessitura to support annual fund solicitations and strategy.
- In collaboration with IT, build CRM individual constituent plans each Fiscal Year.
- Maintains a moves management plan for managed portfolio, including specific fundraising and cultivation goals for long-term, lapsed, and new major donors.
- Write and maintain timely contact reports in the database for all donor interactions.
- Provide gift entry and acknowledgement support to the Development Operations Manager as needed.
Essential Knowledge and Qualifications
- One to three years prior fundraising experience with a nonprofit organization.
- Excellent written and verbal communication skills and interpersonal skills.
- High degree of aptitude for data analysis and strategic thinking.
- Ability to solve problems efficiently, creatively, and with exemplary attention to detail.
- Ability to collaborate to set priorities and manage multiple projects, within and outside the department.
- Ability and willingness to exercise professional courtesy and discretion at all times and maintain confidentiality, ensuring theater patrons’ privacy.
- Proficiency in Microsoft Office products, specifically Word, Excel, PowerPoint, and Outlook.
- Experience using a CRM database.
- Interest in the performing arts, especially theater, is a plus.
- Experience, ability, and commitment to working with individuals and teams that are mixed across lines of difference such as race, gender-identity, sexual orientation, religion, ability, age, class and immigrant status.
- Must be willing and able to work flexible hours/days, including evenings and weekends, reflective of the dynamic schedule of the theater.
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