Donor Services Stewardship Specialist

United Way Of Metropolitan Dallas•Dallas, TX

14h

About The Position

At United Way, we believe in the power of unity and equity to create lasting change. United Way of Metropolitan Dallas is a social change organization that unites the community to create access and opportunity for all North Texans to thrive. We bring together passionate change-makers alongside corporate, civic and nonprofit partners to drive lasting change and equity in education, income and health—the building blocks of opportunity. And for nearly 100 years, North Texans who share this passion have joined with us to LIVE UNITED. Position Overview: The Donor Services Stewardship Specialist is a strategic member of the Resource Development team, responsible for the accurate, timely, and consistent execution of donor acknowledgements and record stewardship. At United Way of Metropolitan Dallas (UWMD), ensuring that every donor is properly thanked — regardless of gift size — is a critical driver of donor retention, satisfaction, and long-term engagement. This role plays a central part in delivering a high-quality donor experience by managing daily acknowledgements, maintaining the integrity of donor data, and supporting stewardship for leadership-level and major donors. UWMD’s strong donor satisfaction scores on the UW Scorecard are due in part to the rigor, accuracy, and care embedded in the stewardship processes led by this role. What applicants need to bring to this work: Mission-Focused: Create real social change that leads to improving lives in our community through support and participation in United Way of Metropolitan Dallas events. Relationship-Oriented: Communicate effectively to develop, grow and sustain productive relationships. Knows how to capture and record relevant information and how to interpret and utilize the information to forge partnerships, collaborate, cultivate, grow, sustain, and strengthen internal and external relationships. Results-Driven: Dedicated to shared and measurable goals; creating, resourcing, scaling, and leveraging strategies and innovations for broad impact. Stewardship: Our actions, behaviors, and decisions on behalf of our donors must be transparent, meet the highest ethical standards, and align with organizational goals. Culture of Collaboration, Inclusion, and Engagement: Committed to participating in cross-functional organization activities that contribute to UWMD’s goal of building and sustaining a high-performance organization and advancing a culture of collaboration and inclusiveness across the organization.

Requirements

Highly detail-oriented with strong organizational, data management, and quality-control skills
Ability to manage multiple tasks and deadlines in a fast-paced, high-volume environment
Proficiency in CRM systems, Microsoft Excel (sorting, filtering, basic formulas), and data tools such as Power BI (preferred)
Strong written and verbal communication skills
Demonstrated commitment to delivering an excellent donor experience
Strong interpersonal skills and ability to work effectively across teams
Self-starter with a proactive, solution-oriented mindset and sound judgment
Must be able to work collaboratively and independently
2–4 years of relevant experience in fundraising support, donor relations, or data management.

Nice To Haves

Bachelor’s degree preferred, ideally in nonprofit management, business administration, communications, data analytics, or a related field. Equivalent professional experience will be considered.
Experience in nonprofit operations is preferred.
Familiarity with donor databases or CRM systems (e.g., Microsoft Dynamics, Salesforce, Raiser’s Edge) is highly desirable.
Proficiency with tools such as DocuSign, Excel, and data reporting platforms (e.g., Power BI) is a plus.

Responsibilities

Run daily acknowledgement reports to identify gifts requiring donor communications.
Review donor and gift data for accuracy; research and resolve missing or incorrect contact information.
Ensure every donor receives a timely, accurate, and appropriately personalized acknowledgement within the designated timeframe in accordance with Best Practices and operational timelines.
Prepare CEO-level acknowledgement packets for major and leadership donors, including Tocqueville Society members: Compile gift details and donor history for review Submit weekly packets to the CEO and upload signed letters to the CRM
Exercise exceptional attention to detail when stewarding board members and high-level donors.
Create new donor records in the CRM and update existing records with address, employment, or contact changes.
Identify and report duplicate records and support proper deduplication processes — especially for key donor segments.
Review Power BI and CRM dashboards to validate data accuracy and flag discrepancies or trends of concern.
Support prospect research and fundraising operations by verifying addresses and contact information and assisting with data integrity projects.