Relationship Management and Solicitation (65%) Act as primary relationship manager for individual donors to reach or exceed annual funding goals; play lead role in soliciting and closing major gifts; and meet or exceed the expected level of donor activity each week and month, i.e., number of calls, asks, personal correspondence, personal visits etc.
Cultivation and Stewardship (25%) Actively thank donors for support, welcome new donors to the organization and facilitate access to executive team and other departments.
Monitoring, Reporting and Documentation (10%) Uphold set process protocol for organization and department related to donor records and accurate documentation of all interactions with donors.