Position Title: Donor Relations Officer

Program/Dept: Development/Agency Admin

Reports to: Chief Development Officer

Classification: Regular, Full-Time, Exempt

Salary Range: $78,000 - $85,000/DOE + Full Benefit Package

Agency Description: Founded in San Mateo, California, in 1964, Caminar’s thriving programs and services serve more than 14,000 individuals annually across San Mateo, Santa Clara, San Francisco, Solano, and Butte Counties. Our nonprofit organization’s portfolio of behavioral health and supportive services empowers and supports individuals and families to move toward resilience, wellness, and independence. And, we are expanding our capacity to address the increasingly complex needs of individuals and families.

Position Description: Reporting to the Chief Development Officer and working in partnership with the Chief Executive Officer, the Donor Relations Officer (DRO) is responsible for developing annual and multi-year major gift strategy, executing on annual plans, coordinating, and implementing the individual major donor program to meet the organization’s fundraising goals; and to build the individual donor base utilizing effective moves management and donor stewardship practices.

Essential Duties & Responsibilities:

• Manage the major donor leadership giving program.
  • Work with the Chief Development Officer (CDO) and the Chief Executive Officer (CEO) to develop the strategy, annual plan and budget for the major donor program.
  • Track and report on the progress of the major gifts program on a monthly basis.
  • Conduct an annual donor and individual giving analysis upon completion of each fiscal year.
  • Create, implement and manage effective systems for tracking donors and potential donors.
  • Manage and update donor files in Caminar’s LiveImpact donor database in real time.
  • Identify, research, and engage new potential major donors.
  • Work with Chief Development Officer, CEO, and Board of Directors (BOD) to provide ongoing support of their cultivation and stewardship efforts of these donors.
• Initiate and conduct major gift requests on behalf of the organization.

• Manage a donor portfolio of 100 mid-tier to major donors.
• Initiate contact and meet with existing and potential major gift donors with a minimum of at least 75 donor contacts per month.
• Move potential donors toward solicitation and closure.

• Establish and maintain a donor stewardship program to ensure that new major donors are welcomed, acknowledged and recognized, have opportunities to increase their level of support annually, and enjoy a close relationship to the agency, including with the CDO, CEO and members of the Board of Directors.
• Manage donor engagement activities on behalf of the organization by establishing and executing project plans, timelines, tasks, and objectives. This includes working with donors, colleagues, and external vendors.
• Participate in the development of the annual development plan.
• Work with the CDO, Associate Director of Development and the Development and Marketing team to coordinate donor stewardship and fundraising events.
• Secure individual donor sponsorships to support funding for major agency events.
• Prepare written materials, including email correspondence, donor proposals, profiles and report materials, acknowledgements, and regular communications with executive leadership, the Board of Directors and donors.
• Work collaboratively with the Development and Marketing team to support the overall goals and efforts of the department.
• Serve as an ambassador to enhance Caminar’s culture of philanthropy through maintaining strong relationships with colleagues, donors, funders, community and BOD members, clients, and other key stakeholders.
• Oversee coordination of volunteers
• Represent the organization positively in public at all times by acting as a professional representative and ambassador.
• Drive own or agency vehicle to meetings and other venues, as required; documenting and reporting mileage according to agency procedures, so that services can be provided in a timely manner; comply with agency vehicle policy at all times.
• Actively nurture and advance the cooperative, harmonious and teamwork oriented environment Caminar strives to promote within the workplace. Through daily efforts and presentation promote an atmosphere of dignity and respect in line with the organization’s mission, philosophy, policies and procedures.
• Assist, where necessary, in the production and execution of fundraising events.
• Perform other related duties, responsibilities and special projects as assigned

Requirements, Qualifications, Skills & Abilities

• Must be passionate about Caminar's mission.
• Bachelor’s degree required. Masters preferred.
• A minimum of three (3) years experience in fundraising with non-profit organizations, including major gifts prospecting.
• Project Leadership: Experience in planning, leading, and managing development projects, including coordinating with peers to achieve desired outcomes, and tracking and reporting on progress to senior managers/Board of Directors.
• Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones.
• Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences.
• Collaboration: Effective at working with others to reach common goals and objectives
• Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally.
• Demonstrated proficiency in a Microsoft platform and fundraising software.
• Excellent time management skills, with the proven ability to manage multiple tasks and deadlines simultaneously.
• Customer Service—manages difficult customer situations, responds promptly to customer needs and solicits customer feedback to improve service.
• Oral communication—speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills and conducts meetings.
• Quality management—looks for ways to improve and promote quality and demonstrates accuracy and thoroughness.
• Planning/organizing—prioritizes and plans work activities, uses time efficiently and develops realistic action plans.
• Adaptability—adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
• Dependability—is consistently at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance.
• Safety and security—actively promotes and personally observes safety and security procedures, and uses equipment and materials properly.

Physical, Environmental and Mental Requirements:

• Physical: Occasionally required to push/pull objects up to 30 lbs, and to lift/carry objects up to 15 lbs. Frequently required to perform moderately difficult manipulative tasks such as typing, writing, etc. Must be able to walk, stand, sit for extended periods.
• Sensory: Frequently required to read documents, written reports, and plans. Must be able to distinguish normal sounds with some background noise, as in answering the phone, interacting with residents and staff, etc. Must be able to speak clearly and understand/be understood using the English language.
• Cognitive: Frequently required to concentrate on moderate detail with constant interruption. Must be able to attend to a task/function for 20-45 minutes at a time. Frequently required to understand and relate to specific ideas, several at a time. Must be able to remember multiple tasks/assignments given to self and others over a period of several days.
• Environmental Conditions: Frequent exposure to varied office and mixed (residential/office) environments. Occasional exposure to toxins and poisonous substances, dust, and loud noises.
• Equipment: Frequently required to use a computer, phone, and fax machine.

Special Requirements

• Must be able to meet and receive a criminal records clearance, as required by Title XXII, other licensing regulations, and Caminar practices.
• Must pass post offer, pre-employment medical and drug tests as required under State Community Care Licensing regulations and/or agency policies.
• This position will require frequent driving so maintaining a valid CA driver license, reliable personal automobile, a clean driving record, and current insurance as required by law are essential job requirements.
• A personal cell phone with reliable service and a data plan to use for business purposes.

We've Got You Covered

Medical, Dental, and Vision
Health coverage choices to fit you and your family’s needs. A zero-cost option for employee only and generous contributions to employee and dependent premiums.

Flexible Spending Account
Receive tax savings on out-of-pocket health care costs.

Employee Wellness Program
We’ll reimburse you for a portion of your gym/fitness dues.

Life, Long-term Disability,and AD&D Insurance
Provided at no cost to our full-time employees. Includes an option to purchase additional life coverage for both employees and dependents.

Paid Time Off
We offer twelve paid holidays and a generous sick and vacation benefit.

401(K) Retirement Savings Plan
We offer options for both pre-tax and post-tax (Roth) contributions.
The plan also offers an employer match on eligible employee deferrals at one year of service.

Commuter Benefits
Commuting to work each day can be expensive. Receive tax savings on your commuting costs!

Employee Assistance Program
For whatever issue you might face, our Life Assistance Program offers free, confidential assistance at no cost to you.

Caminar is a leader in providing innovative client-oriented behavioral health services and is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for our team. Please visit our web site at www.caminar.org