Manager, Philanthropy and Donor Relations Administration

United Way of Greater Charlotte•Charlotte, NC

7d•Hybrid

About The Position

The Manager, Philanthropy and Donor Relations Administration provides executive-level administrative and donor-strategy coordination for the Chief Philanthropy Officer and partners with Philanthropy Operations on reports, data quality, CRM documentation, and pipeline processes. The role supports—but does not own—frontline donor or funder relationships, fundraising strategy, donor or funder stewardship, gift processing, or department operations. The Chief Philanthropy Officer sets the position’s overall priorities and evaluates performance. The Senior Manager of Philanthropy Operations provides functional direction for CRM practices, donor reporting, data standards, and pipeline-review processes. The role supports the Chief Philanthropy Officer’s donor and leadership engagements; assists with donor research, profiles, briefings, strategy materials, meeting preparation, and CRM documentation; coordinates donor-strategy and pipeline-review meetings; and helps maintain approved donor records and shared operational resources. It also coordinates department meetings and selected initiatives, prepares meeting materials and action trackers, and provides administrative support for campaigns, donor engagement activities, and leadership priorities. United Way of Greater Charlotte describes its work as investing in economic mobility and partnering with ALICE families and communities to build financial stability and equal access to opportunity. The position is hybrid in Charlotte, North Carolina, and reports to the Chief Philanthropy Officer.

Requirements

Five or more years of high-level administrative, project coordination, fundraising administration, or executive-level support experience.
Proficiency with Microsoft Office.
Strong written and verbal communication skills.
Strong administrative, organizational, and operational coordination skills, with exceptional attention to detail.
Experience managing confidential data, deadlines, meetings, documentation, and follow-up.
Ability to manage multiple priorities, deadlines, and follow-up activities in a fast-paced environment.
Ability to handle confidential donor, volunteer, and organizational information with professionalism and discretion.
Experience preparing meeting materials, donor briefings, presentations, reports, or other administrative documentation.
Ability to work independently while supporting multiple leaders, priorities, and stakeholder groups.
Ability to work collaboratively across teams while supporting organizational priorities and donor-related initiatives.

Nice To Haves

Proficiency with donor databases, CRM systems, and fundraising technology platforms.
Proficiency with project management platforms such as AirTable, Asana, or Monday.
Donor research, CRM, stewardship, or nonprofit fundraising experience.
Professional experience in philanthropy operations, donor relations, fundraising administration, nonprofit operations, executive support, or a related field.
Demonstrated experience supporting fundraising teams, donor stewardship activities, or donor research.

Responsibilities

Manage and monitor the Chief Philanthropy Officer’s calendar, prioritizing donor, volunteer, leadership, and external engagements.
Track follow-up deliverables from the Chief Philanthropy Officer’s donor and leadership meetings.
Research giving history, campaign participation, and other relevant donor insights.
Prepare donor profiles, briefing materials, strategy documents, and meeting-preparation materials.
Document donor interactions, strategy discussions, action items, and next steps in the CRM.
Coordinate recurring donor-strategy and pipeline-review meetings.
Conduct donor research and prepare agendas, reports, and supporting materials in partnership with Philanthropy Operations and relationship managers.
Record meeting decisions and track assigned follow-up activities.
Enter and maintain approved donor information in the CRM according to Philanthropy Operations standards.
Review public and internal information for routine donor-record updates and submit sensitive changes for verification.
Assist with reports, documentation, templates, procedures, and shared operational resources.
Document and communicate approved process and workflow changes.
Support data completeness by ensuring donor interactions and next steps are recorded consistently.
Coordinate department meetings and selected departmental initiatives.
Prepare agendas, meeting materials, notes, and action trackers, and distribute meeting notes to communicate follow-up deliverables.
Maintain organized and accessible department files, templates, and reference materials.
Provide selected administrative support for campaigns, donor engagement activities, and leadership priorities.