Donor Engagement Specialist

Summit Academy-posted 6 days ago
Full-time • Entry Level
Onsite • Minneapolis, MN
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The Donor Engagement Specialist plays a pivotal role in supporting fundraising and donor relationship objectives of Summit Academy OIC. The specialist (1) leads the planning and execution of all donor-related events, (2) manages gift and grant processing, and (3) provides comprehensive donor stewardship services. The Specialist ensures the secure and confidential handling of donor information while fostering positive and lasting relationships with supporters.

  • Lead the planning, coordination, and execution of all donor-related events, including fundraisers, stewardship events, and engagement activities.
  • Collaborate with the Director of Annual Giving to align events with organizational goals, ensuring purpose, scope, and messaging objectives are met, attendee experience is positive and relationship potential is maximized.
  • Create and maintain systems to support event planning and execution, continuously seeking process improvements and making recommendations for system enhancements to leadership.
  • Develop and manage detailed project timelines, address and resolve challenges, make adjustments as needed to maintain a high standard of quality, oversee budgets, handle contracts and purchasing, and ensure timely status updates to leadership.
  • Delegate responsibilities based on the event-planning schema, lead event project meetings, and coordinate the work of all project team members, tracking progress and serving as the main point of contact for internal and external stakeholders, including staff, vendors, contractors, donors, sponsors and attendees.
  • Source, negotiate, and manage relationships with vendors, venues, and other event service providers.
  • Manage logistics, including, but not limited to, venues, invitations, RSVPs, registrations, catering, audiovisual needs, giving moments, auction, sponsor/attendee/donor/partner benefit fulfillment, programs, set-up and tear-down, load-in and load-out, deliveries, and transportation.
  • Serve as the primary contact for addressing and resolving queries or challenges from stakeholders before, during, and after events.
  • Maintain accurate records of donor participation and outcomes, execute financial and in-kind gift processing and gift fulfillment correspondence; reconcile gift records with the Finance Department.
  • Ensure compliance with safety regulations, legal requirements, and organizational policies.
  • Conduct post-event evaluations to gather feedback, assess performance metrics, and use data-driven insights to make recommendations to improve future event strategies.
  • Maintain detailed records of event planning and key contacts for institutional memory; contribute to the department's annual resource allocation planning process.
  • Develop and maintain gift and grant processing systems to ensure responsive donor stewardship, continuously improving processes and recommending enhancements to leadership.
  • Process gifts and grants accurately and promptly, ensuring acknowledgments are sent within 24-48 hours.
  • Generate receipts, acknowledgment letters, pledge reminders, and giving reports in a timely manner, ensure accuracy and compliance with donor intent.
  • Collaborate with the Development Data Specialist to ensure proper donation coding and alignment with database administration, tracking, and reporting standards.
  • Work with gift officers and the Grants Manager to ensure donor intent is accurately reflected in donation entries.
  • Support monthly and year-end reconciliation of donations with the Finance Department.
  • Manage inventories of donor stewardship materials and event collateral, ensuring availability and organization.
  • Maintain and update donor, foundation, and constituent data in the organization's database, ensuring accuracy, confidentiality and compliance.
  • Organize and maintain development records, including, but not limited to, proposals, gift and pledge documentation, acknowledgments, invoices and grant award letters.
  • Create and maintain tracking systems for department expenses, purchase approvals and inventory ordering/reordering.
  • Excellent written and verbal communication skills. Ability to communicate, listen to, and understand information and ideas presented.
  • Demonstrated ability to manage complex and collaborative projects.
  • Able to perform multiple tasks with a high level of performance, track a variety of projects and deadlines among shifting priorities.
  • Demonstrated ability to work collaboratively and provide a high level of service for donors and colleagues.
  • Achievement-oriented, and highly motivated to meet or exceed individual and shared goals; and support others in doing the same.
  • Must be committed to the mission, values, and strategic plan of Summit Academy OIC.
  • Ability to work with constituent information with exceptional accuracy and confidentiality.
  • Associates degree, or 5 years of professional experience.
  • 2 years of experience in philanthropic services, development operations or similar experience.
  • 2 years of experience with fundraising software or CRM, Salesforce preferred.
  • 2 years of experience with event management software.
  • 2 years of experience in non-profit event execution.
  • Proficiency in Microsoft Office Suite.
  • Bachelor's degree
  • 3-4 years of experience in philanthropic services, development operations or similar experience.
  • Proficiency in Salesforce NPSP.
  • Expert level in Microsoft Office Suite.
  • 3-4 years of experience with event management software.
  • 3-4 years of experience in fundraising event planning and coordination.
  • Experience in communications, marketing or public relations.
  • Our generous paid time off (PTO) policy, which begins accruing at 10 hours per month (3 weeks per year);
  • 10 annual paid holidays in addition to 2 annual scheduled, paid mental health days;
  • Eligibility to elect comprehensive health, vision, dental, and voluntary life insurance;
  • Employer-sponsored life, short-term, and long-term disability insurance;
  • Eligibility to participate in our 401(k) retirement plan with a 4% employer match, effective day one;
  • Eligibility for an annual bonus based on organizational and employee performance
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