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Donor Servicing

3 months ago

Mumbai, India EdelGive Foundation Full time

JOB DESCRIPTION


Expected Qualities of the role-holder:

This role would require a person with at least 5 - 7 years of professional experience in the non-profit sector, in donor servicing & management. The person will be responsible for cultivating and maintaining relationships with donors and maximising their engagement and support for our organization's mission. You will play a pivotal role in maintaining donors through personalised communication, acknowledgment, and engagement strategies, ultimately driving donor retention and growth.


Basic Information

Position Title

Lead – Donor Servicing


Grade/Level

Asst Manager / Manager


Department

EdelGive Foundation


Location

Edelweiss House, Mumbai


Business

EdelGive Foundation



Job purpose

Position reporting to

Head – Partnerships


Key Responsibilities


Functional Responsibilities

Core responsibilities:

Donor Relationship Management:

Develop and implement strategies to cultivate and retain existing and new donors.

Serve as the primary point of contact for donors, addressing inquiries, concerns, and feedback promptly and professionally.

Build and maintain strong relationships with donors through regular communication, including personalised emails, phone calls, and in-person meetings when required.

Ensure donors receive regular updates on the impact of their contributions and the progress of our programs, projects, and campaigns.

Identify opportunities to deepen donor engagement and involvement with the organisation's ongoing programs and initiatives.

Serve as a liaison between donors and internal stakeholders, facilitating communication and ensuring donor needs and interests are effectively addressed.

Donor Servicing and Reporting:

Collaborate with program staff to prepare compelling funding proposals, grant applications, and reports tailored to the interests and requirements of prospective and current donors.

Manage the grant application and reporting process, ensuring timely submissions and compliance with donor guidelines and reporting requirements.


Coordinate donor visits and facilitate quality engagements for donor interactions, contributing to the growth of donor relationships.

Updating the CRM system and internal MIS on a regular basis

Track grant deadlines, deliverables, and funding restrictions to effectively manage grant awards and fulfil donor expectations.

Donor Research and Engagement:

Conduct research on potential donors and develop strategies to establish contacts.

Leverage alternate networks and explore multiple avenues (e.g., , forums) to identify potential donors.

Engage with potential donors to cultivate relationships and secure funding opportunities.

  • Maintain accurate and up-to-date donor records in the database, including contact information, giving history, and donor preferences.
  • Generate reports and analysis on donor giving patterns, trends, and demographics to inform strategic decision-making and donor engagement strategies.

Other Responsibilities:

Assist with social media communications to enhance organisational visibility and engagement.

  • Support the team on projects and collabs as and when required.
  • Undertake any other responsibilities as assigned by the Fundraising Lead.


Job Requirements

Qualifications

Master’s in business administration/ social work or equivalent

Experience

5-7 years of relevant professional experience in fundraising and resource mobilization


Functional Competencies

Research and Analytical Skills

Networking and relationship building

Proposal Development, Budgeting

Due Diligence

Communication skills (Oral and Written)


Behavioural Competencies

Problem solving

Quick and Innovative thinking

Proactiveness

Critical thinking

Collaboration


Key Interactions

Internal

Nature or purpose of interaction

Investments Team

Information gathering on the progress of grants for reporting and documentation

CB / Institution Building team

Information gathering on the progress of Capacity Building engagements for reporting and documentation

Finance, Compliance

Financial due diligence

Legal compliance of funds

Marketing and Communications

Internal and External communications strategy

External

Nature or purpose of interaction

Non-Government Organisations, Corporates, Foundations

Funding partnerships

Collaborations and networking