About the Position

The Annual Fund Officer is responsible for the strategy, creation, implementation, and fundraising goals related to the Annual Fund. This position is also responsible for using data to drive and support all individual giving strategies.

This role oversees annual giving, including direct mail, digital fundraising, and donor acquisition campaigns. This position oversees all internal strategies for fundraising operations, including prospect research, donor database (CRM) management and maintenance, and gift processing and reporting protocol.

Essential Duties and Responsibilities include the following. Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.

Annual Fund

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  • Lead, develop, and implement the Annual Fund fundraising plan.
  • Implement targeted donor campaigns, including digital and direct mail appeals, special giving days, and acquisition; serve as primary liaison to Annual Fund contract vendors.
  • Meet or exceed Annual Fund fundraising goals annually.
  • Analyze data regarding annual giving programs and past giving trends to inform future segmentation, engagement, and overall strategy.
  • Improve donor retention and reengage lapsed donors.
  • Manage monthly giving program, increasing enrollment and renewals.
  • Act as the first point of contact in the Philanthropy department for inquiries from entry-level to mid-level financial supporters; provide general information about Seattle Goodwill and contact donors about donations when necessary.
  • Oversee the accuracy and reporting requirements related to gift processing, including acknowledgement letters, donor receipts, and data entry.
  • Research and analyze donor trends in order to make strategic and continuous improvement recommendations.
  • Help support the processes and procedures for mail, filing, correspondence, and messages are to be handled in a timely manner.
  • Write donor correspondence and solicitation materials.
  • Work in collaboration with Philanthropy and Marketing and Communications leadership to develop comprehensive and cohesive messaging across all campaign and annual giving collateral.
  • Coordinate donor recognition activities, campaign records management, and gift processing.
  • Evaluate and assess ROI for each giving and make strategy recommendations to maximize outcomes.
  • Assist with special events and meetings, especially when engaging Annual Fund donors.

Advancement Services

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  • Oversee the use, policy, and procedures related to the Philanthropy Department Customer Relationship Management (CRM) DonorPerfect Online.
  • Lead prospect research and collaborate on data driven donor cultivation strategies.
  • Partner with the major gift team to define donor engagement strategy and annual and campaign fundraising goals.
  • Facilitate data requests from both the Philanthropy department and other internal workgroups.
  • Create and analyze daily, weekly, monthly, and yearly reports of annual giving progress towards revenue goals, including metrics of donor base analysis and segmentation, and return on investment;
  • Serve as project manager for CRM system.
  • Ensure accuracy of data entered by creating reports and balancing gift records with internal departments (Accounting).
  • Help maintain and update the CRM procedures and policies user manual in collaboration with the Philanthropy Database Analyst.
  • Maintain the highest level of confidentiality related to partner information.
  • Perform other duties as assigned.

Position Requirements (Qualifications for the job under the Americans with Disabilities Act)

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience: Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.

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  • Bachelor’s degree or equivalent experience and/or demonstrated success in fundraising.
  • Minimum 3 years of fundraising and CRM experience and 1 year of managing staff and/or volunteers/interns.
  • Understands and deploys advancement services and prospect research best practices.
  • Knowledge of fundraising and the non-profit sector.
  • Believes in and adheres to the Association of Fundraising Professionals’ (AFP) Code of Ethical Principals and Standards.
  • Editing and proof-reading skills.
  • Ability to work effectively with others in a team-oriented, fast-paced environment.

Computer/Technology Skills

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  • Experience in Data Queries and Manipulation.
  • Experience with CRM software, preferably with Donor Perfect.
  • Skilled proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook, Teams).
  • Ability to type 50 WPM.
  • Ability to learn new technology and software as related to the job.