Annual Giving Coordinator

Type of Employment:  Full-Time, Non-Exempt

Incumbent:  Vacant

Reports to:  Annual Giving Director

Location:  Wisconsin Historical Foundation, Madison, Wisconsin

Position eligible for hybrid work option with the expectation of in-person work duties three days a week. Standard business hours with occasional evening and weekend for special events may be required.

Introduction

If you are passionate about providing a strong customer experience, have interest in a nonprofit career, have some administrative experience and thrive in a data driven environment, we hope you’ll check out this position!

The Wisconsin Historical Foundation exists to advance the mission of the Wisconsin Historical Society.

• Mission: The Society connects people to the past by collecting, preserving, and sharing stories.
• Vision: Enriching and transforming lives through unparalleled access to history.
• Values: We believe that increasing the public’s knowledge of history has profound societal, cultural, and economic benefit.

As a 501(c)3 tax exempt organization, the Foundation receives grants and private contributions benefiting the Society, administers the membership program, and provides marketing services for the Society.

Position Description

The Annual Giving Coordinator is responsible for supporting the Foundation’s membership and annual giving program by providing daily customer service, coordinating membership solicitations, delivering member benefits and donor acknowledgements, and performing gift entry to reach aggressive revenue targets and membership goals.  This person is a part of the fundraising team and works closely with finance and operations staff.

Core Duties

Customer Service (30%)

• Keep a positive customer experience top-of-mind in all work at the Foundation.
• Provide high quality and dependable customer service on the phone, via email and in-person Monday through Friday during business hours.
• Ensure the Foundation’s customer service experience contributes to increased membership retention and overall fundraising.
• Align the Foundation’s customer service experience with the customer experiences provided at the Society’s various locations and call centers.
• Provide occasional in-person support at regional events and conferences.

Gift Entry and Donor Database Management (30%)

• Develop and maintain a strong understanding of the Foundation’s Raiser’s Edge donor database with a focus on gift processing, donor records, and queries.
• Co-own the daily charitable gift entry processes to ensure every gift entered leads to proper donor recognition and stewardship.
• Enter daily charitable gifts from mail, phone and web into Raiser’s Edge.
• Infer and make decisions on donor intent when vague or unclear on giving device and follow-up with donors via phone or e-mail as needed.
• Update donor constituent records as needed to ensure successful solicitation and stewardship efforts.

Annual Giving Solicitation and Stewardship Project Coordination (40%)

• Collect daily mail from local post office, and sort and distribute to Foundation staff.
• Execute the ongoing renewal process for standard levels of membership which includes:
  • Managing donor list and data for quarterly mail and email renewal touchpoints
  • Working with external vendor to print and mail all membership renewals
  • Preparing and sending electronic membership renewals
  • Preparing and sending supporting level membership solicitations for seven cycles during the year
• Coordinate membership benefit fulfillment and donor acknowledgment process.
• Think creatively about how to improve membership processes and grow the membership program and participate in one-on-one and group strategy meetings.
• Coordinate the Foundation’s volunteer schedules and workloads.
• Other duties as assigned.

Requirements

This job may be for you if you are interested in learning the ins and outs of a high functioning nonprofit development and membership office. You have completed a degree or certification program related to nonprofit, fundraising, or administrative work or you have 2-3 years’ experience in an administrative and customer-focused role. You care deeply about providing a top-notch customer service experience, and you love working with data and process. It would also benefit you to have:

• A customer-focused attitude that is applied across all your work.
• A commitment to accuracy and attention to detail.
• The ability to work independently and manage several tasks at the same time.
• Strong organizational, prioritization and time management skills.
• Excellent written and verbal communication skills.
  • Advanced working knowledge of Office 365 tools and databases.
  • The ability to maintain confidentiality.

Other Helpful Experience

• Experience with a donor database; Raiser’s Edge experience preferred.
• Basic design and layout skills.
• Familiarity with project management tools such as Asana.
• Experience working with internal collaborators across a large organization.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee should have the ability to receive detailed information through oral communication and have close visual acuity to prepare and analyze written communication.

Compensation and Benefits

This is a full-time exempt position eligible for the Wisconsin Historical Foundation’s benefits package including health, dental and vision insurance; competitive retirement plan including employer match and generous PTO and paid holiday policy. This position offers a starting salary of $50,000-$55,000 dependent upon qualifications and experience and is eligible for the Wisconsin Historical Foundation’s annual incentive compensation plan (a board-approved annual bonus program based on team performance and metrics).