Mid Level Donor Advised Fund Jobs (NOW HIRING)

Position: Development Officer, Mid-Level Giving
Reports To: Senior Director of Major Gifts
Location: Remote with Travel
Soles4Souls Mission: Soles4Souls turns shoes and clothing into educational and economic opportunities.
Our CORE values: Transparency, Entrepreneurial, Accountable, Meaningful - represent who we are!
Summary: Under the direction of the Senior Director of Major Gifts, the Development Officer, Mid-Level Giving, is responsible for executing, supporting, and helping grow the Soles4Souls mid-level donor program (individuals in the $500 - $9,999 giving range). This role contributes to a donor-centric, multichannel approach focused on moving donors into Sole Society (the Soles4Souls annual giving society that starts at $1,000 annually), and is responsible for engaging, retaining, and reactivating current and lapsed mid-level donors.
In partnership with the Senior Director of Major Gifts and Vice President of Development, this role will identify and help transition donors into major gift portfolios.
The Development Officer will consistently monitor the performance of the mid-level donor program and various donor segments, ensuring accurate analysis, recordkeeping, and reporting. This includes tracking donor interactions and ensuring timely and meaningful acknowledgment of all mid-level gifts. This role will also leverage emerging AI-enabled tools to enhance stewardship, segmentation, and donor engagement efforts in support of Soles4Souls' mission.
Primary Responsibilities:
Mid-Level Donor Management
• Execute and refine mid-level strategies for donor stewardship, solicitation, retention, acquisition, upgrades, and conversion
• Build relationships and increase giving from a portfolio of engaged mid-level donors, while supporting communications to the broader mid-level audience
• Manage a donor engagement and cultivation calendar, including coordinating calls, events, and invitations as needed
• Ensure proper stewardship, solicitation, acknowledgment, and tracking of donors who give through Donor Advised Funds
• Monitor and achieve monthly, quarterly, and annual performance metrics, ensuring consistent pipeline activity, portfolio movement, and progress toward mid-level and major gift revenue goals.
Donor Tracking and Analysis
• Utilize donor database (NetSuite) to track donor activity across individuals and segments
• Partner with the Donor Database Manager to generate campaign and project reports
• Analyze campaign and appeal performance and provide insights through campaign wrap-up reports
Prospect Research
• Conduct prospect research using tools such as iWave to identify high-potential mid-level donors
• Identify prospective major giving leads and share donor profiles with the development team
• Identify and engage planned giving prospects within the mid-level donor range
Sole Society Stewardship
• Create and manage stewardship materials for Sole Society, including a quarterly e-newsletter, annual welcome packet, and bi-annual stewardship touchpoints
• Assist with bi-annual Sole Society virtual events
• Support identification of locations for stewardship or recruitment events as appropriate
Skills and Capabilities:
• You are an initiative-taker. You take initiative with your projects and drive them from start to finish. You are comfortable working autonomously while proactively reaching out for support when you need it
• You are a leader, and you understand that leadership comes from all levels of an organization
• Thrives in a fast-paced environment, you can take feedback and organize it to enhance our business and processes
• You understand that a job is supposed to be fun! You strive to maintain our atmosphere of kindness, respect, and clear honest communication. When you fall short, you own it
• You are able and willing to think and communicate at various levels, first envisioning the big picture and then diving deep into the details
• You have a people-centric mindset and aim to produce things that are useful for internal and external customers.
Qualifications:
• 5+ years of fundraising experience, including direct responsibility for donor engagement and revenue generation
• Experience working on or supporting a mid-level giving program preferred
• Demonstrated experience engaging donors and managing moves management processes
• Ability to manage multiple projects and timelines while communicating effectively with stakeholders
• Strong commitment to the mission of Soles4Souls
• Analytical and problem-solving skills with attention to detail
• Ability to collaborate effectively in a remote team environment
• Excellent written and verbal communication skills
• Experience leveraging AI tools in fundraising efforts
• Strong computer proficiency and comfort with CRM systems
• Self-starter with the ability to work independently
• Ability to travel to events and meetings across the country as needed
IF APPLICABLE: Physical Demands:
There may be times when you are working at our warehouse or in a capacity outside of your physical office space. Please note that these physical requirements are not exhaustive, and Soles4Souls may add additional job-related physical demands to these if the need arises:
• Lifting: The ability to lift and carry objects weighing up to 50 pounds if necessary.
• Standing: Must be able to stand for extended periods of time.
• Sitting: Sit for long periods while working at a desk or computer.
• Walking: Walk or move around the work area as needed.
• Bending and Stooping: Occasionally bend, stoop, kneel, or crouch to access equipment or perform tasks.
• Reaching: Reach overhead, horizontally, and down to access materials or equipment.
• Vision: Must have clear vision, including close vision, distance vision, color vision, and the ability to adjust focus.
• Hearing: Hear and communicate effectively in person and over the phone.
• Manual Dexterity: Use hands and fingers to handle, feel, or operate objects, tools, or controls.
• Repetitive Motion: Perform repetitive tasks, such as data entry, for extended periods of time.
• Work Environment: Be able to work in various environments, including indoor and outdoor settings, and be exposed to varying weather conditions if applicable.
Compensation: Final offer amounts are determined by multiple factors including skills, depth of work experience and relevant licenses/credentials. Benefits include medical insurance with 80% employer coverage, HRA account, 100% dental insurance & vision coverage, long-term disability, life, 401K with up to 6% employer match, professional development benefits, open FTO and paid parental leave.
S4S is an equal opportunity employer committed to building a diverse staff and strongly encourages applications from candidates of color and other diverse backgrounds.