Development Assistant (Prospect Management), Annual Giving

US-MA-Brookline
3 weeks ago
Job ID
2018-8787
Category
Development/Fundraising
Type
full time
Grade
17

Overview

Located in Boston and the surrounding communities, Dana-Farber Cancer Institute brings together world renowned clinicians, innovative researchers and dedicated professionals, allies in the common mission of conquering cancer, HIV/AIDS and related diseases. Combining extremely talented people with the best technologies in a genuinely positive environment, we provide compassionate and comprehensive care to patients of all ages; we conduct research that advances treatment; we educate tomorrow's physician/researchers; we reach out to underserved members of our community; and we work with amazing partners, including other Harvard Medical School-affiliated hospitals.

 

Responsibilities

GENERAL SUMMARY:

The assistant is an important member of the prospect management team. The prospect management team is responsible for personal asks, cultivation, and stewardship of President’s Circle ($1,500+) annual donors. This assistant works with the two Associate Directors to coordinate donor correspondence, schedule donor meetings, and conduct follow-up calls to prospects. The assistant also coordinates all administrative tasks related to the program including the donor assignment process, reporting and analysis, portfolio segmentation, tracking activity within ClearView, generating and distributing call reports, and inputting next steps and prospect management assignments.

 

The assistant also assists with travel arrangements, produces expense reports, and participates in other Annual Giving activities as needed.

 

Embody Dana-Farber’s Core Values: Impact; Excellence; Compassion & Respect; and Discovery every day. Add value to the Dana-Farber community by seeking opportunities to collaborate across the Institute. Foster an ethical, positive, results-oriented culture founded on open communication. 

 

Responsible for assisting the entire Division with reaching financial goals.

 

PRIMARY DUTIES AND RESPONSIBILITIES:

Annual Giving Personal Solicitation Coordination

  • Coordinate correspondence for two Associate Directors, including donor visit requests, personal solicitations, and stewardship.
  • Assist with the strategic scheduling of donor visits by mail, phone, and email.
  • Compile information packets and marketing materials for donor visits based on available research for two Associate Directors.
  • Assist in drafting tailored donor correspondence and proposals.
  • Generate call report templates, distribute call reports, and input next steps for two Associate Directors.
  • Coordinate with Research Department to provide updated contact and donor profile information for two Associate Directors.
  • Respond to phone calls and e-mails from donors and prospective donors.       Determine priority of the situation. Suggest response and refer to/inform supervisors as appropriate.
  • Provide assistance and support for Capital Campaign related projects as needed. 

Reporting and Database

  • Develop a working knowledge of the fundraising database and other management information and tracking systems used by the Development Office to effectively update and report progress toward personal solicitation goals, including donor visits and moves management.
  • Produce donor prospect reports for the Associate Director; track progress and report results of the prospect management program.
  • Review gifts from prospects assigned to the two Associate Directors weekly and update gift opportunity module in fundraising database.
  • Serve as liaison and coordinate with Information Systems staff to produce and update donor database and related reports as needed.

Business Unit Support

  • Participate in visits, asks, and stewardship of Annual Giving donors

General Support/Other Activities As Needed

  • Process and deposit gifts.
  • Coordinate travel arrangements as needed.
  • Assist with coordination of donor gatherings/events.
  • Assist with AG programs (such as Greeting Card program) during peak seasons.
  • Participate in weekly AG phone coverage and assist with front desk tasks as requested
  • Assist the entire department, including other business units, in reaching goals.
  • Participate as needed in Development & Jimmy Fund team efforts including solicitation strategy teams for key prospects and internal planning efforts.
  • Ad-hoc projects. Other responsibilities as assigned.

SUPERVISORY RESPONSIBILITIES:

Reports to two Associate Directors of Annual Giving. This position will seek major decision-making authority from direct supervisors, however, independent decision-making on day-to-day tasks and good judgment is required for dealing with Institute donors, Trustees, senior staff, and confidential information.

Qualifications

MINIMUM JOB QUALIFICATIONS:

Associate degree and/or administrative training degree required with 0-2 years of experience. As this level position is often considered a “base” for someone pursuing a Development career, a Bachelor’s degree is highly preferred. 0-2 years of administrative experience preferred.

 

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

Superior analytical, phone, and written communication skills are necessary. Excellent organizational skills, ability to manage a variety of projects from multiple supervisors, and attention to detail are key. Directed and self-starting attitude; ability to work independently as well as part of a team. Strong computer skills and competency in Microsoft Office Suite products, particularly Microsoft Excel, is necessary. Ability to work in a fast-paced environment and meet strict deadlines and bottom line goals. High degree of confidentiality must always be exercised.

 

PATIENT CONTACT:

No

 

WORKING CONDITIONS:

 

Work station located in typical office setting. Some weekend and evening overtime is required during peak times.


Dana-Farber Cancer Institute is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other groups as protected by law.

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