Regional Job Board

Charitable Giving Coordinator – Sierra Buttes Trail Stewardship

Quincy, California

Overview:

Under the direction of the Executive Director the Charitable Giving Coordinator administers the Stewardship Vision Circle program and foundation based grants. The Charitable Giving Coordinator is responsible for creating meaningful experience for our donors to ensure high retention rates of members, and procurement of prospective donors.

Responsibilities:

Donor Recruitment:

• Facilitate monthly Vision Circle (VC) prospect Zoom presentations
• Track potential donors from the various SBTS customer databases and
• periodically review the individual profiles to gauge fundraising opportunities
• Ensure public marketing materials include accurate and timely information
• about the vision circle
• Seek referrals from current donors in order to grow the VC cohort
• Proactively seek new and creative recruitment opportunities

Donor Management:

• Enter and track individual donor information and donation amount each and every time funds are received
• Send donation acknowledgement to each donor within 3-5 days of receiving their donation
• For the donors interested in attending an event or a Lost Sierra ”Experience,” prepare and facilitate trip itineraries
• Collaborate with Yuba Expeditions on timely planning measures and trip components to ensure a positive experience for VC members attending mule trips
• Maintain and regularly update the SBTS CRM – Network For Good (NFG)
• Help to manage donations for all running campaign fundraisers
• Monthly imports from Paypal of Core Memberships, deactivating declined cards and emailing expired/expiring members
• Check SBTS Master Members spreadsheet and NFG for expired members and email members accordingly
• Provide tax acknowledgement letters for all regular donations and ensure we capture all third party donations as well
• Provide all donors with year-end tax acknowledgement letters
• Manage Adopt-A-Trail NFG tax acknowledgement letters and payment tracking

Donor Retention:

• Follow-up with donors prior to a lapse in their yearly pledge renewals
• Seek donor information through the VC engagement survey, phone calls, and in-person meetings in order to get to know the donors motivations for supporting SBTS
• Work to retain donors through renewed pledge cycles

Philanthropy & Foundation Grant Responsibilities:

• Continue management and renewal of foundations grants such as the Negley Flinn Foundation and Marin Community Fund
• Seek addition foundation funding opportunities

Partner Collective Assistance:

• Assist Partnership Coordinator with scheduling and facilitating Connected Communities fundraising calls
• Stay in communication with Partnership Coordinator on partner Mule Trips as many times these experiences overlap and can be planned concurrently

Fiscal Responsibility:

• Meet the minimum fundraising goal set by the Executive Director annually
• Monitor yearly Vision Circle goals and ensure that reasonable goals are included in the yearly budget
• Actively manages assigned financial resources in accordance with established procedures and reporting requirements
• Ensure all overtime is approved prior to accrual

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