Annual Giving Manager

Job Description

Reporting to the Director of Philanthropy, this role is pivotal within the fundraising team, tasked with overseeing all facets of the Chalmers Foundation Annual Giving Program. The Annual Giving Manager actively engages in the identification, cultivation, solicitation, and recognition of individual donors while ensuring the attainment of budgetary goals.

Duties and responsibilities:

Annual Giving & Direct Mail Campaigns

• Strategically create and implement comprehensive direct mail fundraising campaigns to maintain existing donors, recapture lapsed donors, and acquire new donors, working with the Sr. Manager, Communications.
• Lead annual giving campaign assessment and evaluation, recommending future adjustments as needed. Execute multiple giving campaigns throughout the year, including monthly giving, employee lottery and physician giving campaigns.
• Responsible for stewardship of annual giving donors.
• Develop targeted campaigns to acquire new, retain existing, and recapture lapsed donors.
• Support the cultivation of HHN Area 3 staff and physicians for Employee Lottery and Physician giving campaigns.
• Test new donor markets, giving programs, to expand donor support.
• Build and maintain acknowledgment systems, dashboards, reporting, and others as needed.

Analytics & Reporting

• Maintain and update the Raisers Edge CRM database. Analyze campaign data and implement industry best practices to maximize responses.
• Collaborate with fundraising and marketing teams to ensure Raisers Edge is producing accurate data, ensuring necessary tools and resources to effectively manage customer relationships.
• Effectively utilize data analytics to identify trends in donor giving to determine the optimal approach when developing, implementing, and measuring direct mail campaigns
• Provide regular reporting updates throughout the year, especially during campaigns.

Project and Process Management

• Design and own Standard Operating Procedures (SOPs) for all recurring fundraising strategies.
• Work closely with fundraising team members to ensure that campaigns are effective across all channels.
• Oversee the development of annual giving collateral, both print and digital.
• Develop and monitor the timeline for all annual giving campaign components.

Other Duties as Assigned

• Actively engage in project teams and participate on internal working committees.
• Represent the foundation at community events, as requested.
• Represent the foundation through internal events as needed.
• Stay up to date with industry trends and best practices in Annual Giving
• Perform other duties as assigned.

Working Environment

• Ability to move around.
• Typical office environment, as well as attendance at off-site locations to oversee annual special events, public relations, and communication events, and attend meetings on behalf of the Foundation.
• Foundation meetings, annual campaigns, and special events will require time outside of regular workweek, which can be adjusted to accommodate the additional hours.
• Ability and willingness to travel periodically.

Qualifications

Education:

• Be a graduate of a college or university program, or equivalent experience.

Experience:

• 3-5 years' experience annual giving fundraising
• Proficiency in CRM software Raisers Edge
• Ability to use sound judgment and always maintain discretion and confidentiality.
• Strong interpersonal, organizational, and analytical skills.
• Excellent administrative skills including solid working experience using relevant technology.
• Ability to manage multiple priorities from different sources enhanced by problem solving capabilities.
• CFRE preferred.
• A valid driver's license and access to a vehicle is required.

Knowledge, skills and abilities:

• Demonstrated leadership and communication skills (oral and written), strong interpersonal skills.
• Demonstrated experience with Raiser's Edge database for updating/accessing information.
• Excellent interpersonal skills and a demonstrated record of completing assignments.
• Demonstrated critical thinking, conflict resolution, and planning / prioritizing.
• Initiative, sound judgment, and decision-making skills
• Ability to work both as a team and independently.
• Demonstrated adherence to relevant legislation including the Personal Health Information Privacy and Access Act to ensure all patient, business, financial, and employee information is accessed on a need-to-know basis.
• Successful candidates must be accountable for creating a culture of collaboration, working as a team, communicating effectively, and responding to client needs.
• Excellent analytical skills with demonstrated ability to provide detailed reports and analysis as required.
• Compliance with the Chalmers Foundation's management philosophy and organizational values
• Compliance with Chalmers Foundation's confidentiality policy
• Ability to attend work on a regular basis
• Ability to perform the duties of the position
• Good work record
• Detail orientated self-starter and highly self-motivated
• Ability to carry out daily functions independently with minimal supervision
• Strong organizational and time management skills
• Ability to work well under pressure and in a team environment, working collaboratively with and in support of Foundation staff and volunteers
• Experience working with nonprofit organizations an asset
• Written and spoken competence in English is required
• Knowledge of French language is considered an asset