Donor Relations Coordinator

• Bachelor's degree or equivalent experience in lieu of degree.

• Minimum 3 years of proven experience in fundraising, customer relations, sales, or donor stewardship roles.
• Experience with CRM systems, data entry, and tracking donor moves.
• Previous employment and/or volunteer experience with a non-profit and/or faith-based organization is useful.
• Familiarity with major gift or planned giving concepts.
• Experience with disaster response fundraising or donor engagement during urgent campaigns
• Demonstrated success in managing donor relationships by phone and email.

• Monitor donor giving patterns to identify:
• Individuals giving multiple gifts totaling $3,000+ annually for potential mid‑level or major gift pipelines.
• Donors demonstrating high loyalty or high net worth capacity for major gift qualification.
• Conduct qualification calls with high-net-worth donors to assess philanthropic interests, communication preferences, and long-term giving potential.
• Promptly move qualified donors to the appropriate Major Gift Officer

Planned Giving Support

• Follow up with individuals initiating non-cash giving activity in the FreeWill portal, offering stewardship and assistance.
• Execute outreach during Make‑A‑Will Month and other planned giving campaigns – sharing Smart Giving Guide etc.
• Provide stewardship for existing planned giving donors, including thank‑you calls and impact updates.

Administration, Tracking & Data Management

• Maintain accurate, prompt notes and activity tracking in the donor database.
• Document donor preferences, philanthropic interests, personal details, and moves management steps along with documenting all donor interactions.
• Manage a structured caseload of 400–700 mid‑level donors, segmented by engagement tier, ensuring each receives a personalized journey.
• Participate in regular strategy meetings, segment reviews, and performance check-ins.

Success Measures

• Timely and personalized stewardship for all assigned donors.
• Increased donor retention and growth in mid‑level giving revenue.
• Number of donors qualified and referred to major or planned giving portfolios.
• Completion of all scheduled touchpoints and engagement flows.
• Positive donor feedback and improved donor satisfaction metrics.
• Contribution to strengthening the donor pipeline and advancing CWS’s mission.
• Excellent verbal and written communication skills
• Ability to communicate with a wide variety of individuals from varying backgrounds
• Ability to ask good questions that engage donors and reveal their passions and interests
• Ability to think on your feet in conversations
• Effective organization and time management skills
• Capable of analyzing complex and confidential data
• Aptitude to create and work with spreadsheets
• Ability to manage multiple tasks and shift priorities as necessary to meet deadlines
• Ability to take direction, follow procedures, and ask appropriate questions
• Can work independently as well as collaboratively with the Individual Giving Team
• Ability to handle stress while operating with a sense of urgency and using good judgment
• Ability to convey CWS’s mission and stories of impact in an engaging way.
• Curiosity and skill in researching donor backgrounds to inform meaningful engagement.