The Philanthropy Associate is part of a small team responsible for identifying, cultivating, and stewarding a portfolio of high-potential prospective donors who have the capacity to give between $10 million and $100 million and who require strategic counsel and a high level of service and accountability. The position provides research, communication, project management and event planning support for Lever for Change. This position requires task management experience, exceptional analytical and communication skills, and the ability to effectively engage with a wide variety of stakeholders, including ultra-high net worth individuals and families.
Essential Duties and Responsibilities
- Conduct research to assist with the identification of qualified donors
- Maintain and update all key donor development information and track records, reports, and dashboards in Salesforce and other relevant systems
- Join one other Philanthropy Associate in supporting the Vice President of Philanthropy and Director of Philanthropy in developing, maintaining, and strengthening long-term relationships with existing donors, donor prospects, and intermediaries (wealth and philanthropic advisors)
- Produce high-quality presentations and communications for donor prospects and clients
- Curate collections of organizations from the LFC database that align with donors’ requests
- Collaborate with the Philanthropy team to develop and implement creative approaches to donor partner engagement and donor community building (for example- a donor learning series)
- Proofread written materials carefully, providing alternate text where appropriate
- Collaborate with others to leverage opportunities, build awareness and meaningful engagement with donors
- Perform issue area research and compile reports
- Organize and schedule donor and internal meetings
- Manage outside vendors
- Complete other projects as assigned
- Minimum of a BA/BS
- Two years of professional experience
- Excellent written, verbal, and interpersonal communication skills, and attention to detail
- Strong knowledge of donor development, grantmaking processes, and the nonprofit/ philanthropic sector
- Able to manage multiple tasks and projects under tight deadlines
- Able to take initiative and work proactively
- A presence that is self- confident and diplomatic with a collegial approach to work, and high professional standards
- Technologically savvy
- Able to create and update content in graphic design software
- Able to work collaboratively in a team setting
- Trustworthy, respectful, and committed to excellence
- Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, and Outlook)
- Experience with Salesforce (or other CRM software)
- Knowledge of event planning and communication best practices. Experience with mail merge, MailChimp, Eventbrite, Zoom Webinars, or other relevant platforms is a plus
- Experience with Adobe Creative Suite (InDesign in particular)
- Experience in delivery of boutique services to demanding clientele
- Start-up experience
- The position is based in Chicago, Illinois, but will be remote until at least October 1, 2021.
- The position requires the ability to travel and attend meetings, presentations and events outside the office.
- Because LFC clients/partners are sometimes located in different geographies, this position requires the ability to sometimes speak with clients and/or others outside of regular office hours.
- Work may require occasional weekends and/or an extended workday.
- The work environment is an office setting. Intermittent physical activities will include bending, reaching, sitting, and walking during working hours. Reasonable accommodations may be made to enable a person with physical disabilities to perform the job.