Donor Services Stewardship Specialist

UNITED WAY OF METROPOLITAN DALLAS INC•Dallas, TX

3d•Hybrid

About The Position

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.

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
Bachelor’s degree preferred, ideally in nonprofit management, business administration, communications, data analytics, or a related field. Equivalent professional experience will be considered.
2–4 years of relevant experience in fundraising support, donor relations, or data management.

Nice To Haves

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.