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Donor Relations Officer

The Boston Foundation
Job Title: Donor Relations Officer
Job Type:
Job Search Ends:
July 7th, 2018
Organization's Website:

Position Summary:

The Donor Relations Officer is responsible for stewarding a portfolio of donors (including fund advisors and Pledge 1% members) and cultivating new and deepened investments across multiple funding streams (Donor Advised Funds, Permanent Fund for Boston, Civic Leadership Fund, partnership initiatives and The Philanthropic Initiative). S/he will also manage events, donor-initiated special projects, memorial funds and supporting organizations, as assigned.

Essential Functions:

  • Initiate and cultivate relationships with new and existing donors - both fund holders and Pledge 1% members - with the goal of repeat gifts, deeper engagement in the work of the Foundation, and legacy planning through the planned giving program;
  • Manage relationships with a portfolio of 100-125 Donor Advised Fund holders and other donors;
  • Manage special fund services for supporting organizations and memorial funds, as assigned;
  • Manage an integrated stewardship plan for a variety of constituencies including Pledge 1% and Legacy donors;
  • Develop and manage donor education and engagement activities and participate in the development and coordination of events;
  • Work with the investment, finance and/or fund administration teams to resolve and/or develop creative solutions to fund and grant issues and donor requests;
  • Maintain prospect, donor and fund records in Salesforce database; ensure timely entry of activities;
  • Work collaboratively with colleagues to implement and uphold data integrity protocols to ensure accurate reporting and inform departmental activities;
  • Field inquiries via telephone, correspondence and email;
  • Support gift acknowledgement processes during peak seasons;
  • Support the development and growth of partnership opportunities to deepen engagement and meaningful collaboration between the Boston Foundation and donors; and
  • Support business development and cultivate referrals for The Philanthropic Initiative.

Other Duties and Responsibilities:

  • Individuals assigned to this position may perform other duties as assigned.


Preparation, Knowledge, Previous Experience:

  • Bachelor degree or equivalent; and
  • At least 5 years of work experience in development and client relations.

Skills, Abilities, Competencies:

  • Demonstrated experience working with high net worth donors and familiarity with fundraising and philanthropy;
  • Strong collaboration and influencing skills;
  • Demonstrated ability to advise and council individuals and families on their philanthropy  decision making and planning;
  • Ability to understand and communicate finance, accounting and investment strategies to a wide range of audiences, including donors and professional advisors;
  • Excellent written and verbal communication skills; strong customer service orientation;
  • Strong knowledge of Microsoft Office products - especially Word, Excel, Outlook and Power Point; database experience (Salesforce) strongly preferred;
  • Excellent data management and reporting skills;
  • Solid organization skills and impeccable attention to detail and accuracy;
  • Willingness and ability to work outside the regularly scheduled work day as needed;
  • Professional and mature interpersonal work style, ability to interact well with a diverse range of people;
  • Must be independent, proactive and able to work under the pressure of tight deadlines;
  • Participatory work style; team player and sense of humor; ability to give and receive feedback;
  • Strong goal orientation with flexibility to adapt to changing priorities and respond to development opportunities as they arise; and
  • Willingness and ability to handle confidential information

Working Conditions & Physical Demands:

  • Ability to sit for long periods of time;
  • Ability to use a computer keyboard for extended periods of time; and 
  • Ability to lift and carry up to 25 pounds occasionally.

Apply here. 

133 Federal Street, Suite 802 | Boston, MA 02110
Phone: 617.426.2606 | Fax: 617.426.2849
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