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 Job Title   Posting Date   Organization

Major Gifts Coordinator

  2/7/2018   United Way of San Diego County
 Job Description        

• Monitors reporting needs and generates all Major Gifts reports in a timely manner • Update donor information and data into Enterprise and CRM on an ongoing basis as well as maintain donor hard files o Manages donor related inquiries and development of external materials, e.g. donor accounts balance requests, etc. o Accurately update all coding, departmental goals, and projections into appropriate systems o Research, create, and update donor profiles annually • Assist in setting strategies, customized donor recognition and stewardship of MG donors: o Manage touch point of custom “Thank You” letters for Tocqueville donors, Non-workplace Leadership donors, and Grants, on behalf of the entire Major Gifts team, including mail distribution o Manage Tocqueville donor requests sent to designated non-profit organizations o Track and record Moves Management Plan for each donor or granting agency • Processes both unrestricted and designated gifts to ensure accuracy and proper application



• Bachelor’s degree and/or related professional work experience required • Should possess strong interpersonal, written, and verbal communication skills • Must be able to exercise initiative, independent good judgment, flexibility, discretion, and solid decision making • Should possess excellent project management skills and disciplined time management skills with strong accountability • Must possess strong multitasking and prioritizing skills, with exemplary attention to detail • Must be a quick learner with ability to learn new database systems and easily adapt to change • Must have excellent relationship building skills, strong organization, and follow up skills. • Must be able to successfully manage multiple priorities and demonstrate confidence working within a fast paced team environment • Proficiency in Microsoft Office (Excel, Word, Outlook, and PowerPoint) is essential; experience using Microsoft CRM or comparable fundraising database software preferred


 Additional Information        

Under the general direction and guidance of the V.P., Philanthropy, the Major Gifts Coordinator provides dedicated support to the V.P., Philanthropy, as well as the departmental and inter-departmental team supporting outcomes. Overall responsibilities include administrative functions to support a Moves Management system dedicated to the Major Gifts’ portfolio of Tocqueville Society donors, Leadership donors, and Grants, with responsibility for continuous improvement of Major Gifts’ processes and procedures.


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Cynthia Fram

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