Description
Build, steward, and retain donor relationships by coordinating acknowledgments, recognition, impact reporting, and engagement events; manage donor communications and CRM data; and partner with development staff to advance philanthropic support aligned with organizational goals and donor intent.
- • Maintain accurate CRM donor records, profiles, and contact reports.
- • Attend donor and community events to engage supporters and represent the organization.
- • Contact donors, corporate representatives, and community leaders to deepen relationships and align giving interests.
- • Create stewardship and recognition materials, including impact newsletters and event collateral.
- • Promote and administer matching gifts and other corporate donor engagement programs.
- • Develop stewardship plans that maximize retention and lifetime value while controlling costs.
- • Collaborate on annual giving and targeted appeals to support donor renewals and upgrades.
- • Design personalized engagement strategies to encourage renewed or increased contributions.
- • Coordinate digital stewardship, including email acknowledgments, donor webpages, and social recognition.
- • Coordinate and mentor stewardship volunteers or donor relations support staff.
- • Set and track KPIs for stewardship, acknowledgment timeliness, retention, and upgrade rates.
- • Ensure accurate tax receipting and compliance with gift agreements in partnership with finance and legal.
- • Identify, qualify, and cultivate prospects in partnership with gift officers.
- • Monitor donor relations budgets, invoices, and event expenses.
- • Track retention, pledge fulfillment, and engagement metrics; report progress to leadership.
- • Plan and execute donor stewardship events, tours, recognition society programs, and naming dedications.
- • Recruit event hosts, speakers, and volunteers for donor engagement.
- • Support gift officers by securing meeting commitments and managing pledge follow-up.
- • Coordinate in-kind recognition items and benefits; assist with low-pressure solicitations as appropriate.
- • Draft donor-centric communications, talking points, and impact stories for leaders and fundraisers.
- • Prepare customized impact, fund, and endowment reports for donors and family representatives.
- • Conduct donor and prospect research to inform cultivation and stewardship strategies.
- • Coordinate delivery of stewardship packages, acknowledgments, and event materials.
- • Maintain segmented lists for donor communications, recognition listings, and honor rolls.
- • Prepare acknowledgment letters, pledge reminders, welcome packets, and recognition gifts.
- • Secure organizational leaders, program staff, and beneficiaries as speakers for donor briefings.
- • Send timely, personalized thank-you letters, emails, and receipts.
- • Produce dashboards and presentations on retention, upgrades, and stewardship outcomes.
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O*NET occupational data (work activities, skills, knowledge).
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Last reviewed: Jan 2026