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Donor Relations Associate

4 months ago


Boston, United States Combined Jewish Philanthropies Full time

Job Description

**Passion. Purpose. Impact.** CJP is at the heart of Greater Boston's Jewish community, but our reach is felt around the world. Ranked by BBJ as Massachusetts' largest non-profit organization - CJP is a philanthropic investor and mobilizer of people, resources, and skills that make a bigger difference locally and globally. We focus on making Jewish life and learning accessible to all individuals and families in Boston and beyond. We thoughtfully invest in the care and well-being of all community members. And we provide stability and growth to nonprofit organizations and institutions that underpin our community. Our greatest resource is our people - the staff, volunteers, partners, and leaders who help make Greater Boston's Jewish community a welcoming home. It's this energy and commitment that drives CJP's mission. We are one of Boston's oldest and most respected philanthropic organizations and we are currently seeking a Donor Relations Associate.

**Summary of Position:**

The Donor Relations Associate plays a vital role in maintaining strong connections with our donors by overseeing the acknowledgment process, facilitating the birthday greeting process, ensuring accurate donor recognition, and maintaining records. This position requires meticulous attention to detail, strong organizational skills, diligent follow-up, an understanding of the viewpoint and concerns of donors, and the ability to work independently to ensure the timely and accurate execution of essential donor-related activities. The Donor Relations Associate will encounter situations requiring considerable discretion, sound judgment, tactful communication, diplomacy, and timely responsiveness.

**Essential Functions:**

+ Acknowledgment Process:

+ Under the direction of the Senior Director, Philanthropy Operations, oversee the weekly acknowledgment process with a strong emphasis on timeliness and accuracy.

+ Partner with the Senior Development Writer to ensure donors receive appropriate recognition for their contributions.

+ Acknowledgments are a critical function at CJP and comprise a significant portion of the responsibilities within this role.

+ Birthday Greetings

+ Oversee the birthday greeting process by coordinating and tracking communication through physical cards, emails, or personal outreach from the CEO.

+ Ensure that birthday greetings are sent out promptly and that donor preferences are respected.

+ Donor and Volunteer Recognition

+ Produce recognition lists, contributing to the annual Recognition Report.

+ Maintain accurate records of recognition names.

+ Gift Documentation

+ Assist in the production of gift documentation, including circulating copies and maintaining organized files for future reference.

+ Partner with the Senior Director, Philanthropy Operations to ensure compliance with policies and procedures.

+ Maintains files that include individual donor communications and broader organizational correspondence to ensure efficient retrieval and reference for future initiatives.

+ Responsibilities include administrative services of a complex, confidential, and sometimes urgent nature.

+ Performs special projects using organizational skills and individual judgment as requested.

+ Participates in various departmental and organizational events and study opportunities where appropriate and when interested.

+ Performs other duties as assigned with or without accommodation.

**Minimum Requirements:**

**Education:**

+ Bachelor's degree or equivalent experience

**Experience:**

+ 2-3 years of related office experience; experience performing independent projects preferred.

**Skills/Competencies:**

+ High standards of excellence, superior attention to detail, strong organizational skills, and a commitment to accuracy and follow through.

+ Possess a genuine understanding of and empathy for the perspective of donors.

+ Ability to meet deadlines, prioritize and manage complex tasks, work independently and under pressure.

+ Comfortable with routine tasks and able to maintain a consistent work ethic.

+ Enjoy working extensively on computers.

+ High proficiency in Windows environment, including MS Word, Excel, Database, and Internet. Particularly skilled data manipulation and analysis in Excel.

+ Effective interpersonal and written and verbal communication skills.

+ Ability to exercise initiative and sound judgment and to react resourcefully under varying conditions.

+ Ability to create and accurately proofread documents and correspondence.

+ Ability to work well in team-oriented environment.

+ Ability to maintain confidentiality.

+ Ability to be flexible and adaptable to changes and shifting priorities.

**Organizational Relationships/Scope:**

**·** **Reports to Senior Director, Philanthropy Operations. Has no direct reports.**

**Working Conditions:**

+ Hybrid Work Schedule: Tuesdays and Wednesdays in office work is required; Mondays, Thursdays and Fridays remote work option applies.

+ Remaining in a stationary position, often standing or sitting for prolonged periods, much of which will be working at a computer.

+ Must be able to lift up to 15 pounds.

Requirements