Annual Fund Manager

Habitat for Humanity Greater San Francisco

$105K — $115K *
Education, Government & Non-Profit
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent experience
  • 3-5 years in project management, donor relations, or customer service
  • Proficient with MS Office and analytical databases
  • Experience with Salesforce or willingness to learn
  • Strong organizational and prioritization skills
  • Creative thinker and planner
  • Excellent communication and interpersonal skills
  • Ability to travel within tri-county area

Responsibilities

  • Manage a portfolio of mid-level donors through cultivation and stewardship activities
  • Oversee the execution of annual giving programs in partnership with external vendors
  • Coordinate strategy and development of direct mail solicitations with the Fund Development Department
  • Manage online giving initiatives to boost donor participation
  • Monitor revenue and expense budgets for annual giving
  • Support donor engagement efforts and assist leadership as needed
  • Conduct prospect research to enhance donation strategies

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and long-term disability
  • Employee assistance program (EAP)
  • Flex Savings Account (FSA)
  • 403b retirement account
  • Commuter benefits
  • 20 paid vacation days
  • 3 front-loaded sick days
  • 13 paid holidays
Full Job Description
ANNUAL FUND MANAGER

Salary Range: $105,000-$115,000/year DOE

If interested apply directly:https://grnh.se/o27yeg1j6us

Your Impact:

The Annual Fund Manager plays a critical role on Habitat for Humanity Greater San Francisco's Fund Development team. This position develops strategies, leads, plans, executes, and manages Habitat GSF's annual giving program, including one to one donor meeting and stewardship activities, prospecting and data analysis for other gift officers, and direct marketing.This position is hybrid with the office based in San Francisco.

Reporting to the Vice President of Philanthropy, this position partners closely with the Fund Development team and other Habitat GSF colleagues to secure critical support from donors giving up to $9,999 annually.

Primary Responsibilities:

Annual Giving (65%):

  • Manages a mid-level donor portfolio through one-to-one outreach, cultivation and stewardship activities to renew and upgrade donors.
  • Manages annual giving programs, including leading partnerships with outside vendors to plan and execute, ensuring an on-time and impactful program.
  • Partners with the Fund Development Department and Direct Mail Consultants to oversee the strategy, development, design and implementation of all direct mail solicitations to increase the number of donors and prospects.
  • Manages the online giving program to renew and increase annual giving participation.
  • Executes initiatives to encourage donors to donate and renew online.
  • Manages all aspects of donor relationships and follow-up with online donors.
  • Maintains a detailed schedule of direct marketing activities and ensures the appropriate review of copy and mailing list selection.
  • Works and coordinates with vendors and consultants who implement the program, including strategic input, copywriting, design, production and mailing, and list selection.
  • Leads interdepartmental activities to collect and approve impact stories that are used externally.
  • Monitors and reports on revenue and expense budgets for annual giving.
  • In close collaboration with the Development Operations Manager, ensures integrity of gift coding and ensures donor data and activities are accurately documented and tracked in Salesforce.
  • Supports leadership with cultivation and engagement efforts for donors, as needed.


Stewardship (25%):

  • Strategically manages a portfolio of 100+ individual donors and assists in implementation of personalized mid-level and major donor solicitation and renewal letters for non-portfolio donors.
  • Supports Individual Giving Team with donor cultivation, solicitation, and stewardship, including event support, donor engagement and stewardship plans.
  • Supports and engages in donor prospecting. Develops, documents, implements, and participates in the enhancement of systems and protocols for prospect management by using various research tools such as iWave.


Other duties as assigned (10%):

  • Perform additional appropriate duties as needed.


Minimum Qualifications:

  • Bachelor's Degree or equivalent experience.
  • 3-5 years experience in project management, donor relations, or customer service required.
  • Solid working knowledge of MS Office or comparable software suites (word processing and spreadsheets).
  • Experience with or willingness to learn Salesforce.Must have analytical database experience.
  • Excellent organizational and prioritization skills; ability to manage an unpredictable workflow and possess the flexibility to respond thoughtfully and quickly.
  • Strategic, creative thinker and planner.
  • Excellent communication skills, including the ability to write and speak clearly and effectively, and to listen, and capacity to engage, inspire and persuade.
  • Must be able to travel within HGSF's tri-countyservice area (San Francisco, Marin, San Mateo).
  • Must be able to pass background check (In accordance with state and county law: convictions do not necessarily rule out employment, it depends on the nature and severity of the conviction and is evaluated on a case by case basis, check is conducted on last 7 years only.)


Preferred Qualifications:

  • Previous experience of Salesforce and/or other donor database management software.
  • A background and/or interest in affordable homeownership.


Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Demands This is a largely sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets, and stand or bend as necessary. Must be able to travel within HGSF's service area.

Benefits: Compensation for this role is competitive, DOE. This full-time position offers medical, dental and vision insurance, life insurance, long-term disability, employee assistance program (EAP), Flex Savings Account (FSA), 403b retirement account, commuter benefits, 20 paid vacation days, 3 front loaded sick days (accrue up to 72 hours per year), and 13 paid holidays.

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