Walden Family Services
Philanthropy and Special Events Manager
Walden Family Services, San Diego, California, United States, 92189
Description:
DESCRIPTION OF POSITION:The
Philanthropy and Special Events Manager
coordinates and implements targeted, multifaceted fundraising events and activities to generate project and operating funds. This includes donor and board communications, managing the donor database (Raiser's Edge), event planning, and handling financial records. The position also involves preparing reports, board meetings, and other fundraising support activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDE THE FOLLOWING:
Manage donor database, maintain key records, and produce necessary reports and thank-you letters
Process and record incoming donations and reconcile records with the Finance Department
Prepare reports and presentations for the Board and volunteer committees
Organize board meetings, including creating electronic and hard-copy packets, attending meetings, taking minutes, and tracking board activities
Coordinate and execute fundraising events
Work with Graphic Designer/Marketing Manager on Event & Fundraising Activity Communications
Assist the Fund Development Department in meeting the agency’s fundraising goals
Publish recurring fundraising reports
Process thank-you letters/cards on behalf of the CEO and/or Director of Philanthropy
Answer donor inquiries regarding tax deductibility and matching funds
Provide statements to donors periodically or upon request
Assist with producing and mailing annual tax receipts
Maintain professional, positive interactions with staff, board members, donors, volunteers, and external stakeholders
Formulate and communicate ideas clearly to assist workflow throughout the organization
Handle other duties as needed, such as catering orders and other meeting preparations
Occasional travel required throughout Southern California
Available to attend various events throughout Southern CA (mostly San Diego) to cultivate donors, partners and sponsors
Available for evening and weekend work as needed
JUDGMENT/DECISION-MAKING:
Duties performed under general supervision, following established guidelines
Makes day-to-day decisions within the scope of work
Refers complex issues to supervisors
Prioritizes tasks in the absence of specific instructions
Adapts to changing circumstances and maintains confidentiality in handling sensitive information
RESPONSIBILITY/OVERSIGHT – FINANCIAL & SUPERVISORY:
May supervise the work of volunteers and interns
Responsible for processing donations, managing donor financial information, and assisting in financial reconciliation
May purchase equipment and supplies in consultation with the supervisor
PHYSICAL DEMANDS:
Frequent sitting, standing, walking, and using hands to handle objects, tools, or controls
Occasionally required to lift and/or move up to 10 pounds
Frequent computer work required
Regular travel required
Specific vision abilities include close vision, distance vision, peripheral vision, depth perception, and focus adjustment
WORK ENVIRONMENT:
Moderate noise levels and occasional exposure to outside weather conditions
Reasonable accommodations may be made for individuals with disabilities to perform essential functions
EMPLOYEE STATUS:
Exempt (Salaried)
LOCATION: Onsite for the first 90 days and then Hybrid/RemoteSALARY RANGE:
$65,000 - $75,000 – Bonus EligiblePRIMARY SUPERVISOR:
Director of PhilanthropySECONDARY SUPERVISOR:
CEORequirements:
QUALIFICATIONS REQUIREMENTS:
BA/BS or equivalent experience required
5+ years’ experience in administration and non-profit fund development
5+ years’ experience in event planning preferred
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) and Outlook
Strong team player with excellent verbal and written communication skills
Warm, professional demeanor with the ability to work with donors, board members, executive staff, vendors, and other stakeholders
Proven database management experience, preferably with Raiser’s Edge
Highly organized, detail-oriented, and capable of managing multiple projects simultaneously
Must possess a valid California Driver’s License and a good driving record
Must pass Fingerprint and Child Abuse Index clearances from the Department of Justice
Must meet all requirements set by Community Care Licensing for hiring employees in licensed community care facilities
#J-18808-Ljbffr
DESCRIPTION OF POSITION:The
Philanthropy and Special Events Manager
coordinates and implements targeted, multifaceted fundraising events and activities to generate project and operating funds. This includes donor and board communications, managing the donor database (Raiser's Edge), event planning, and handling financial records. The position also involves preparing reports, board meetings, and other fundraising support activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDE THE FOLLOWING:
Manage donor database, maintain key records, and produce necessary reports and thank-you letters
Process and record incoming donations and reconcile records with the Finance Department
Prepare reports and presentations for the Board and volunteer committees
Organize board meetings, including creating electronic and hard-copy packets, attending meetings, taking minutes, and tracking board activities
Coordinate and execute fundraising events
Work with Graphic Designer/Marketing Manager on Event & Fundraising Activity Communications
Assist the Fund Development Department in meeting the agency’s fundraising goals
Publish recurring fundraising reports
Process thank-you letters/cards on behalf of the CEO and/or Director of Philanthropy
Answer donor inquiries regarding tax deductibility and matching funds
Provide statements to donors periodically or upon request
Assist with producing and mailing annual tax receipts
Maintain professional, positive interactions with staff, board members, donors, volunteers, and external stakeholders
Formulate and communicate ideas clearly to assist workflow throughout the organization
Handle other duties as needed, such as catering orders and other meeting preparations
Occasional travel required throughout Southern California
Available to attend various events throughout Southern CA (mostly San Diego) to cultivate donors, partners and sponsors
Available for evening and weekend work as needed
JUDGMENT/DECISION-MAKING:
Duties performed under general supervision, following established guidelines
Makes day-to-day decisions within the scope of work
Refers complex issues to supervisors
Prioritizes tasks in the absence of specific instructions
Adapts to changing circumstances and maintains confidentiality in handling sensitive information
RESPONSIBILITY/OVERSIGHT – FINANCIAL & SUPERVISORY:
May supervise the work of volunteers and interns
Responsible for processing donations, managing donor financial information, and assisting in financial reconciliation
May purchase equipment and supplies in consultation with the supervisor
PHYSICAL DEMANDS:
Frequent sitting, standing, walking, and using hands to handle objects, tools, or controls
Occasionally required to lift and/or move up to 10 pounds
Frequent computer work required
Regular travel required
Specific vision abilities include close vision, distance vision, peripheral vision, depth perception, and focus adjustment
WORK ENVIRONMENT:
Moderate noise levels and occasional exposure to outside weather conditions
Reasonable accommodations may be made for individuals with disabilities to perform essential functions
EMPLOYEE STATUS:
Exempt (Salaried)
LOCATION: Onsite for the first 90 days and then Hybrid/RemoteSALARY RANGE:
$65,000 - $75,000 – Bonus EligiblePRIMARY SUPERVISOR:
Director of PhilanthropySECONDARY SUPERVISOR:
CEORequirements:
QUALIFICATIONS REQUIREMENTS:
BA/BS or equivalent experience required
5+ years’ experience in administration and non-profit fund development
5+ years’ experience in event planning preferred
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) and Outlook
Strong team player with excellent verbal and written communication skills
Warm, professional demeanor with the ability to work with donors, board members, executive staff, vendors, and other stakeholders
Proven database management experience, preferably with Raiser’s Edge
Highly organized, detail-oriented, and capable of managing multiple projects simultaneously
Must possess a valid California Driver’s License and a good driving record
Must pass Fingerprint and Child Abuse Index clearances from the Department of Justice
Must meet all requirements set by Community Care Licensing for hiring employees in licensed community care facilities
#J-18808-Ljbffr