The Fundraising Coordinator, Donor Relations and Annual Giving is a multifaceted position with key responsibilities for data management, donor relations, direct mail campaigns, monthly giving and tribute programs. As a key contact for donors and stakeholders, this position is customer service driven and supports donor and stakeholder communications, and stewardship and recognition programs. The role leads fundraising data management processes and is responsible for importing and exporting data, query development, ensuring data entry policies and procedures are up-to-date, documenting database changes and maintenance, ensuring that stakeholder and prospect information is accurate, generating financial and analytical reports, tracking fundraising moves and list generation for direct mail campaigns, events, and awareness campaigns. This position reports to the Manager, Fundraising and works in collaboration with all other members of the Fundraising, Public Relations/Marketing and Community Engagement teams.
Responsibilities
DATA MANAGEMENT:
- Oversees Raiser’s Edge, the Association’s fundraising database and other donor management software.
- Responsibilities include importing and exporting of data, query development and analysis, pulling timely and time sensitive reports, mail lists, tracking
fundraising moves and campaigns as well as donor stewardship and recognition activities while ensuring data accuracy.
- Processes online, offline donations and gift in kind donations, generate acknowledgment letters and tax receipts in accordance with Canada Revenue
Agency rules and regulations and the Associations policies and procedures.
- Processes donations of securities and gifts received by electronic fund transfer (EFT). Processes gifts from third party donation platforms including Canada
Helps, Benevity, GlobalGiving, My Tribute Gift and PayPal. Processes monthly donations by credit card and direct debit.
MONTHLY GIVING AND STAFF PAYROLL DEDUCTION PROGRAM:
- Coordinates all aspects of the monthly giving program, including welcoming new monthly donors, payment tracking, upgrade strategies and embedding
monthly donors into Direct Mail Campaigns.
- Coordinates all aspects of the Association Staff Payroll Deduction Campaign (not connected to the UW payroll deduction campaign) including creating
campaign strategies, recognition, retention, gift entry, tracking and reporting.
- Leads Monthly Donor campaigns to recruit monthly donors through social media.
TRIBUTE GIVING PROGRAM:
- Coordinates the Association’s Tribute Program that includes In Honour and In Memory gifts.
- Fulfills donor tribute requests through gift acknowledgments either by mail or email.
- Liaises with families and CLTO staff to coordinate bereavement or celebratory content on donation pages or to be sent to funeral homes.
- Works with the Manager, Fundraising and PR/Marketing team to promote Tribute Giving through social media and digital tactics.
DONOR RELATIONS AND DIRECT MAIL CAMPAIGNS:
- Supports campaign strategy, story development, logistics, budgeting and donor stewardship and recognition in the annual planning of direct mail
campaigns.
- Coordinates direct mail campaign social media and digital strategies with Manager, Fundraising and the PR/Marketing team.
- Prepares recognition and thank you letters and reports pertaining to events, recognition, and stewardship activities.
FINANCIAL MANAGEMENT AND ADMINISTRATION:
- Understands Canada Revenue rules and regulations for issuing tax receipts and how to put these rules into practice.
- Provides support for events, including assistance with promotion, set up and strike.
- Provides Manager and Director with relevant reports pertaining to fundraising strategies, including budgets, progress reports, finalized financial statements, and complete cost analyses.
Qualifications
Bachelor’s degree or College diploma in Fundraising, Business Administration, Communications, Marketing, or a related discipline. Working towards a certification or designation such as the CFRE (Certified Fund-Raising Executive) is considered an asset. A minimum 3-5 years of relevant experience including fundraising database management, donor relations, stewardship, recognition, and annual giving. A member of the Association of Fundraising Professionals and adheres to the Fundraising Code of Ethics and Donor Bill of Rights. Demonstrated knowledge of fundraising trends and strategies. Demonstrated understanding of effective communication and engagement strategies. Familiarity and knowledge of Raiser’s Edge or other donor database programs. Ability to relate effectively with diverse audiences, including Board members, committee members, donors, families, people supported by CLTO and the community, utilizing tact and diplomacy. Proficiency with computers/software including Microsoft Office (Excel, Word, PowerPoint, Outlook), Raiser’s Edge, and other tools such as Campaign Monitor, Survey Monkey, Mail Chimp, Gift tool, Benevity, Global Giving. Strong understanding of Canada Revenue Agency rules and regulations around tax receipting. Comfortable using various social media platforms.
Job Type: Full-time
Pay: $60,566.00-$70,445.00 per year
Work Location: Hybrid remote in Toronto, ON M5R 2S7
