Donor Advisor

Department/Location:  

690 – Donor Relations / National Headquarters

Job Title: 

Donor Advisor

Report to:

Stewardship Supervisor

Salary Grade: 

 Grade 9

 ($18.27 - $28.44/hour)

Type of Position:

 Full-time    

Minimum Hours: 40 Hrs. /Week

 Nonexempt

Job Summary: The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.  

This individual is responsible for establishing, cultivating, fostering and stewarding positive relationships with their assigned portfolio of higher value DAV supporters. This is accomplished by creating, developing, and executing various touchpoints through multiple communications channels and personal engagements, in addition to, inputting necessary data into systems for the effective tracking and monitoring of donor interactions. This role will also assist with other general donor inquiries/tasks as assigned. 

Essential Functions:

• Steward positive relationships with an assigned portfolio of higher value donors using a strategic and proactive approach
• Create reports and track various interactions with assigned portfolio of higher value donors 
• Manage the content development, and scheduled distribution of stewardship materials to assigned portfolio of donors
• Proactively identify and implement new strategic engagements that strengthens the connection of assigned donors to DAV’s mission  
• Review and respond to donor inquiries/requests from assigned donors through various communication channels (including phone and email)
• Work closely with Donor Relations team members and other Fundraising Departments to facilitate the accomplishment of established goals and objectives
• Perform donor support activities for assigned donors’ requests as well as assist with other general donor inquires requiring data entry, problem solving, fulfillment, and updating of records in donor database
• Manage the entry of expenses into the Epicor eProcurement system for services and materials related to the stewardship of the assigned donors
• Process donations utilizing online tools and a secure PCI platform
• Maintain assigned projects and meet projected deadlines 
• Consistently train backup personnel and temporary employees as needed
• Provide a higher level/excellent customer service experience for the donors through well-crafted messages via direct mail, email, and phone calls
• Assume other responsibilities as assigned by management

Essential Skills and Experience:

• Required: high school diploma (or equivalent)
• Proficient knowledge of Microsoft Office applications required
• Written communication skills with the ability to compose routine correspondence with a minimum of direction
• Accurate proofreading of correspondence in order to identify spelling, punctuation and grammatical errors
• Excellent telephone etiquette with the ability to speak clearly, tactfully and succinctly
• Possess good time management skills and be self-motivated
• Ability to adapt to different situations spontaneously
• Strong organizational skills with the ability to multi-task