- Professional
- Optionales Büro in Provo
The Philanthropies Department (PHI) helps to invite individuals and families to follow the example of the Lord, Jesus Christ, as they live the two great commandments to love God and their neighbors. Giving helps members and others experience the joy and blessings of participating in God's work as they choose to follow inspiration and prophetic direction. To do this, PHI facilitates and invites voluntary philanthropic giving (beyond tithes and fast offering) for programs and projects approved by the First Presidency. PHI teaches, engages, coordinates, invites, and reports regarding voluntary philanthropic contributions to the Church and its affiliated charities. PHI provides shared donor and philanthropic support to all Church-affiliated entities.
The Donor Liaison, Leadership Gifts role is an intermediate role where employees use their professional experience and expertise to help create an engaging environment in order to facilitate inspired giving experiences for all involved. The focus of this role is on developing a digital connection with clients, with a primary emphasis to thank, teach, and report back to donors about approved priorities. The clients served include prospects, donors, institutional leaders, and Philanthropies colleagues. The expectation is to facilitate, engage, invite, and create an exceptional giving experience that reflects the standard of the Kingdom of God.
This is an intermediate-level individual contributor.
Responsibilities
Typically, Donor Liaisons, Leadership Gifts will spend (30%) Teaching, (10%) Engaging, (15%) Coordinating, (20%) Inviting, and (25%) Reporting in support of strategic coordination and invitations to participate in inspired giving experiences.
In alignment with the core responsibilities at PHI to Teach, Engage, Coordinate, Invite, and Report, this position's responsibilities are aligned as follows:
Donor Liaison, Leadership Gifts
Teach (30%):
1.Teach the process of philanthropy in the Church to donors and prospects, as defined by a geographic area, and with emphasis for those donors who are starting to gift at the leadership giving level (e.g. $5k+), master case statement details for approved priorities and projects.
Engage (10%)
2. Develop and maintain a portfolio of leadership gift donors according to geographic assignment, by helping donors engage (primarily digitally) in meaningful philanthropic activities and developing relationships of trust based upon professionalism and content knowledge of philanthropy.
Coordinate (15%)
3. Correlate with colleagues and institutional partners, assuring a prospect’s data and historical interaction file is accurate and complete, and ensuring contact reports and strategic initiatives and follow-up with donors and professionals is completed in a timely manner with exceptional service.
Invite (20%)
4. This position focuses on building a portfolio of relationships for a geographic area and in cultivating, inviting, and stewarding donors. Successful Leadership Gift Donor Liaisons will recognize an interest and willingness by donors to act upon an invitation to consider making a gift (right time, amount, project).
Reporting (25%)
5. Return and report on the impact of gifts made (typically within a calendar year for gifts made in 12-month period). Accountability for individual performance dashboard review and reporting to Sr. Manager, Annual Giving (who has oversight for leadership giving), including wise stewardship of budget.
Qualifications
Required:
- A Bachelor's degree with an additional 4 or more years of compatible professional experience, or any combination of equivalent relavant education and/or experience
- A demonstrated ability to provide an exceptional level of customer service and ability to keep confidences
- Excellent problem-solving skills, innovative thinking, and proven capacity to be self-motivated while positively inviting others to strive for their best performance
- Professional in demeanor, appearance and language, with English verbal/written communication skills, including the ability to provide appropriate direction and receive and act upon feedback in a timely manner
- The ability to operate a personal computer in a network environment, proficiency with basic computer hardware/software, including fluency and confidence in utilizing digital outreach platforms (GoogleDuo, Microsoft Teams, Zoom or like program) as well as the ability to use and learn job specific applications
- Outstanding time management and organizational skills including a proven ability to follow-through with fine details
- Nimble with change, versatile, and an optimism with a willingness to collaborate within and across teams
- Professional, persistent, patient, and respectful demeanor and ability to maintain positivity despite differences of opinion or perspective
- Must uphold and adhere to all policies and procedures of the Church and its affiliated charities, be ethical, and demonstrate professional demeanor at all times and in all situations.
- This job typically operates in a professional office environment, and includes interactions with individuals in a variety of locations requiring ability to employ technological tools for engagement and outreach or periodically meet in person. Appointments may require periodic work and a flexible schedule including evenings and weekends.
Must successfully perform the essential functions of the job there may be physical requirements that need to be met such as sitting for long periods of time, constantly operating a computer, and using computer monitors and other office equipment, as well as filing. This would require the ability to move files, open filing cabinets and bend or stand as necessary.
Preferred:
- Direct experience in front-line fundraising, or direct sales, and demonstrated ability to build rapport through digital interactions
