Development and Grants - Donor Information and Relations Manager

Background on The Lucky Foundation The Lucky Foundation, a 501(c)(3) Non-Profit Public Benefit Corporation who was founded to honor the fallen, empower communities, and preserve the legacy of service, is seeking volunteer leaders to join its dynamic Advisory Board Committee. Honoring our fallen heroes, both those who have served and those who protect our local communities, is a vital act of remembrance and gratitude. It is our duty to recognize their sacrifices, not only at a national level but also within our local communities and at a personal level. Community involvement has a crucial role in honoring our heroes. It allows us to collectively express our appreciation and uphold the values our heroes embodied. Moreover, it enables families to pass down the legacy of their loved ones, instilling in younger generations the importance of patriotism, integrity, and selflessness. Numerous ways exist to honor our heroes, their families, and their sacrifices. Through volunteering, donating, or simply expressing our gratitude, we can individually contribute to preserving their memory and upholding the ideals they fought for. These acts of remembrance serve as a reminder of the unwavering commitment and bravery of those who have given so much to safeguard our freedoms and protect our communities. Unite with us in honoring our fallen heroes. The Lucky Foundation is seeking a stewardship and donor relations expert to join our Advisory Board Committee as a Donor Information & Relations Manager. The Donor Information & Relations Manager will be part of the Committee of the Advisory Board, a position which comes with more responsibilities than joining as a member. The Donor Information & Relations Manager position will be responsible for providing direction, guidance, and leadership. Job Summary The Donor Information & Relations Manager is responsible for stewarding a portfolio of donors, including fund advisors and pledge members, as well as cultivating new and deepened investments across multiple funding streams (Donor Advised Funds, Civic Leadership Fund, and partnership initiatives). The Donor Information & Relations Manager will also manage donor-initiated special projects, memorial funds and supporting organizations, as assigned. Reports to: Chief Development Officer Responsibilities Plan and implement stewardship and donor relations program. Help establish the infrastructure to be used to record and update donor data. Oversee donor database and donor acknowledgments while helping establish and implement data-entry policies and procedures to ensure data consistency. Work with Board Chairperson, Chief Development Officer, and Chief of Philanthropic Engagement to develop Philanthropic Strategies. Accepts gifts and ensures proper processing in a timely manner. Ensures that donors are recognized for their contributions in an appropriate timeframe. Train and Develop other team members to accept gifts and contributions in accordance with best practices and rules and regulations. Initiate and cultivate relationships with new and existing donors - both fund holders and pledging members - with the goal of repeat gifts, deeper engagement in the work of the Foundation, and legacy planning through the planned giving program. Manage special fund services for supporting organizations and memorial funds, as assigned. Manage an integrated stewardship plan for a variety of constituencies including pledging and Legacy donors. Develop and manage donor education and engagement activities and participate in the development and coordination of events. Work with the investment, finance and/or fund administration teams to resolve and/or develop creative solutions to fund and grant issues and donor requests. Field inquiries via telephone, correspondence, and email. Support gift acknowledgement processes during peak seasons. Support the development and growth of partnership opportunities to deepen engagement and meaningful collaboration between The Lucky Foundation and donors; and Handle other planned giving responsibilities as needed. Required Skills/Abilities Demonstrated experience working with high-net-worth donors and familiarity with fundraising and philanthropy. Strong collaboration and influencing skills. Demonstrated ability to advise and council individuals and families on their philanthropy decision making and planning. Ability to understand and communicate finance, accounting, and investment strategies to a wide range of audiences, including donors and professional advisors. Excellent written and verbal communication skills; strong customer service orientation. Strong knowledge of Microsoft Office products. Excellent data management and reporting skills. Solid organization skills and impeccable attention to detail and accuracy. Professional and mature interpersonal work style, ability to interact well with a diverse range of people. Must be independent, proactive, and able to work under the pressure of tight deadlines. Participatory work style; team player and sense of humor; ability to give and receive feedback. Strong goal orientation with flexibility to adapt to changing priorities and respond to development opportunities as they arise; and Willingness and ability to handle confidential information. Qualifications Bachelor’s degree or equivalent; and At least 5 years of work experience in development and client relations. Thank you for your interest! The Lucky Foundation™ - Let United Compassion Keep You℠ The Lucky Foundation is proud to be an Equal Employment Opportunity employer that is committed to a diverse and inclusive workforce. The Lucky Foundation will not discriminate based on race, color, ancestry, national origin, religion, creed, age, disability (mental and physical), sex, gender (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity, gender expression, medical condition, genetic information, marital status, military or veteran status, or any other status protected under federal, state, or local law.