Development Associate

• Bachelor’s Degree (Required)

• Knowledge of Donor Database management, preferably Salesforce or equivalent CRM systems (Required)

• Demonstrated experience of strong analytical and data management skills (Required)

• Applicants should have access to reliable transportation in or around the Houston area and be able to come into the office as needed to complete in-person tasks (Required)

• 1 year of nonprofit work experience or relevant experience organizing data or projects (Preferred)

• Experience with fund development strategy and donor cultivation (Preferred)

• Experience planning special events (Preferred)

• Outstanding written and oral communication skills (Required)

• Ability to work evenings and weekends as needed (Required)

• Proficiencies using Microsoft Office Suite, Asana, Adobe, Canva, Mailchimp, or similar communication platforms (Highly Preferred)

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Responsibilities

Event Planning and Execution:

• Plan and support donor cultivation events with the Development Director and other departments

• Provide primary support to plan and execute the annual benefit, achieving a gross revenue goal of $200K+

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Donor Management and Relationships:

• Support the Development Director with building and maintaining relationships with current and prospective donors through regular interactions and correspondence, active stewardship plans, and assisting with prospect reporting

• Create campaigns in the database, log outreach, and assign tasks

• Provide monthly reports on prospects, affiliate relationships, and develop coherent summaries within profiles

• Conduct thoughtful interaction with individual donors as appointed by the Development Director

• Manage and implement donor engagement plans for first-time and retained donors

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Data Management and Reporting:

• Create and follow set processes, timelines, and policies to produce acknowledgment letters and tax receipt mailings

• Create and maintain data policies and procedures to ensure accurate and error-free data storage and usage, primarily within the GiveSmart and Salesforce platforms

• Accurately store all contributions and pledges, link soft credits, administer gift entries within the department’s guidelines, and affiliate relationships

• Maintain clean data in Salesforce for acknowledgment letters and templates using MamboMerge, apply General Accounting Unit designations and source codes, and troubleshoot database errors

• Create and manage reporting processes for donor data and department KPI metrics, including regular analysis and custom reports to inform department strategies

• Provide accurate reports on giving metrics and analyze data to identify opportunities, inform strategy, and achieve goals on a monthly, quarterly, and annual basis

• Reconcile revenue monthly and at fiscal year-end with the Finance department 

• Collect and compile materials for the annual audit with the Finance and Development departments

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Department Support:

• Prepare and organize materials for the Development Director in alignment with department goals

• Support the data entry of grant applications alongside the Grants Manager

• Research and record potential corporate prospects, including data required for assessment, and in-kind donations

• Serve as a supporting point of contact for donor engagement at receptions and major events alongside the Development Director

• Update communication materials for donor packets as needed

• Other duties as assigned to support the development goals for WITS

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Physical Demands:

• Use of routine office equipment

• Ability to lift file boxes to 20 lbs