Executive Assistant

Fundraising support person

Manager of the fundraising

Database:

Identify existing donors

Put in monthly solicitation schedule and assess specific donor needs

Manage connection process to keep them in contact

Code for $ request / project

Identify lapsed or existing prospects

Start appointment solicitation process

Identify new people

Appointments:

Arrange phone and face appointments

Follow up appointments

Thank you's

Donor mailings

Growing database

Email/Gift pre-contact system

Parlor meetings and speeches

Tools:

Database - Admirepro CRM, complete info, code, prioritize

Monthly mailing - coded, scheduled, excellent quality

Sponsorship opportunity list - well thought out presentation

Daily, weekly call list

Daily weekly contact list

Qualities needed for the job:

Multi-tasking - manage many different tasks simultaneously

Ability to hold onto a prospect and see-through till end

Genuine customer service mentality

Speed (high energy) - get job out quickly

Accuracy

The skill of working with letters, databases, mailings

Focused determination to get an appointment

Organized and can make order out of chaos

Skills:

High Level of computer and word processing efficiency

Ability to schedule appointments

work with a data management software Admire Pro