Philanthropy Associate

Centering Healthcare Institute

8d•$55,000 - $72,000•Remote

About The Position

A new role, the Philanthropy Associate will support CHI’s nascent Business Development and Philanthropy team and play a critical role in growing a culture of philanthropy within the organization. The Philanthropy Associate will support CHI’s overarching strategy to enable a sustainable operating infrastructure and catalyze philanthropic support as we aim to diversify revenue through institutional, individual, government, and corporate partnerships and philanthropy. As a member of the Development team, you will facilitate the daily activities of gift officers and support their fundraising efforts by monitoring and capturing fundraising updates in a database of record (CRM), pulling fundraising reports, and managing communications with external stakeholders. This role will also manage the Chief External Engagement Officer’s calendar, and support her in coordinating priorities, assignments, meetings, and travel. Core responsibilities will also include assisting with assembling research and profiles on funders in advance of donor meetings, creating regular fundraising reports and other database reports as needed while continually maintaining, updating, and correcting database records on behalf of the Development team. The Philanthropy Associate will be a trusted resource to Development team colleagues and will conduct preliminary research on prospective donors. Additional responsibilities include initiating efforts to ensure contacts and documentation from meetings with funders and donors are submitted in a timely manner and providing a final review of documents being submitted to the Chief External Engagement Officer.

Requirements

One year of experience in administrative support, preferably in the nonprofit sector
Strong organizational skills with the ability to manage multiple tasks and deadlines effectively
Advanced skills in Microsoft Office Suite - primarily Excel and Word
Ability to communicate effectively verbally and in writing, with strong attention to detail
Proficient in mathematics and working with numbers
Experience working with budgets
Experience with CRM software (Salesforce)
Ability to work independently and collaboratively in a remote working environment
Proactive, flexible, open to change and growth
Strong interpersonal skills with the ability to work well with diverse stakeholders
Ethical and trustworthy, handling sensitive information with confidentiality
Strong Microsoft Office Suite skills - primarily Excel and Word
Demonstrated success managing and planning for multiple work streams
Ability to provide administrative support, manage up and anticipate the needs of a senior executive
Ability to prioritize work, anticipate roadblocks, and lead in the proactive development of solutions
Ability to navigate internal processes and structures to problem-solve and contribute to a culture of collaboration, accountability, and excellence
Ability to access and work with data to inform reporting and task completion
Ability to work collaboratively and independently with purpose and accuracy in a fast-paced environment

Nice To Haves

Associate degree preferred, but not required
Previous experience in nonprofit development, fundraising, or a related field is preferred

Responsibilities

Support gift officers in the facilitation of their daily fundraising activities, including booking travel and handling expense reports
Monitor gift officer activity and initiate efforts to ensure documentation from contacts with funders and donors by gift officers for timely updates to the CRM database
Assemble research and donor and funder profiles for executive leaders and development team members in advance of meeting with stakeholders
Provide administrative support as needed for donor engagement events involving executive leaders and gift officers
Manage the Chief External Engagement Officer’s calendar, and support them in coordinating priorities, assignments, meetings, and travel
Work closely with the Chief External Engagement Officer to manage and update budget, expenses, revenue projections, and reporting; responsible for submitting and handling all Development vendor contracts and expense reporting
Provide final reviews on documents for submission to the Chief External Engagement Officer
Prepare internal Development staff meeting agendas, capture notes during team meetings, disseminate notes, and assign next steps
Ensure fidelity to Development processes and document changes or new processes as needed
Manage a travel calendar for the Philanthropy and Business Development team to ensure coordination and proper expense management
Administrative management of funder and contract portfolio tracker for reporting purposes in collaboration with the Grants team.
Manage Salesforce and CRM as needed
Continually maintain, update, and correct database records on behalf of the Development team
Update the Development team’s Moves & Metrics Management dashboard by pulling regular fundraising reports
Pull other database reports as needed on historic and current fundraising revenue, grant contract dates, gift officer activity, etc.
Additional duties as assigned