Position Overview
The Sr. Associate of Donor Operations will serve as an integral member of the Finance team while working closely with the Integrated Development and Strategic Planning & Incubation teams as well as fundraisers across the organization. The Sr. Associate will be primarily responsible for donor operations and donor stewardship processes within the Finance team. The Sr. Associate will support regular and ad-hoc projects related to donor management and will help ensure internal support exists to allow fundraisers to engage, cultivate, and steward key constituents. The Sr. Associate will also serve as a key resource to ensure accurate management of donors in UNF’s primary databases.
The Sr. Associate will work closely with teams across the UN Foundation, including Programs, Alliances, Initiatives, Operations, Finance, and IT teams.
The position is based in Washington, DC.
Essential Functions
- Support UNF’s donor stewardship efforts by issuing acknowledgment letters, thank you notes, and gift receipts, investigating donor inquiries, liaising with external vendors like Merkle, and managing any special donor requests
- Complete additional stewardship activities as they arise
- Support UNF’s revenue processes by receiving and logging mail and entering gifts into Salesforce
- Support UNF’s matching gift process by managing UNF’s matching gifts inbox, tracking and entering soft credit information into UNF databases, and managing matching gift platforms, including maintaining an accurate list of platform credentials and responding to incoming requests
- Complete additional matching gift requests as they arise
- Identifies opportunities for process development and improvement to better serve donor and fundraiser needs
- Actively seeks to identify, report, and solve process inefficiencies
- Develops and maintains clear and accurate donor operations standard operating procedures, including creating best practice guidelines and standards
- Develop and maintain database of digital fundraising platforms and other ways to give used by UNF and its campaigns (including login information)
- Review requests from teams for new platforms and share with the digital fundraising taskforce for review and approval
- Works closely with Integrated Development and Fundraisers across the organization to provide donor customer service and respond to donor concerns
- Review data in UNF’s CRM systems, including Salesforce by reviewing and archiving invalid information and supporting ongoing data maintenance efforts
- Communicates regularly with fundraisers on donor activities, special needs, issues, and concerns to maintain a strong donor management system at UNF
- Liaises between teams to ensure a smooth flow of communication
- Works as a member of interdepartmental teams to ensure effective and efficient donor operations and management at UNF
- Provides research support to the Finance, SP&I, and Integrated Development teams on donor operations best practices to support internal process development and decision-making
- Provides administrative support to the Integrated Development and Finance teams as related to donor operations needs and priorities, as needed
- Maintain working knowledge of the UNF agreement process (for both contracts and grants), and when to utilize the proper templates accordingly. (As applicable to the role)
- Draft and review agreements and maintain an understanding of all agreement terms and applicable flow-downs, consulting with UNF’s finance/contracts team as needed. (As applicable to the role)
- Attend training sessions provided by UNF’s contracts team to maintain and keep up to date with UNF’s current policies and procedures. (As applicable to the role)
- Maintain a strong knowledge of UNF’s Salesforce database to be able to process and track agreements, extract information, and prepare reports. (As applicable to the role)
- Assists with special projects and other duties as assigned.
Selection Criteria
- Bachelor's degree required
- Minimum 3 years of relevant work experience
- Self-starter
- Proactively works to identify and report problems and inefficiencies to senior leaders
- Maintains a problem-solving approach to projects
- Able to manage multiple priorities from multiple team members
- Advanced communication skills (listening, speaking, and writing)
- Ability to conduct thorough desk research and synthesize information clearly and succinctly and communicate to senior team members and supervisors as needed
- Exceptional copyediting skills and keen attention to detail
- Able to demonstrate discretion with sensitive organizational information
- Able to develop, maintain, and enjoy effective working relationships with people from a wide variety of organizations and with a wide variety of functional expertise
- Flexible and a team player
- Able to meet regular attendance/tardiness policy
- Able to work under pressure and handle stress
Benefits & Compensation
For full-time, benefit eligible employees, UNF offers an excellent range of benefits, including:
- a choice between two health plans through UnitedHealthcare (PPO or HDHP with HSA)
- dental insurance
- vision insurance
- flexible spending accounts
- 403b retirement savings plan with a generous matching contribution
- group term and supplemental life insurance
- short-term disability
- long-term disability
- health club discounts
- commuter subsidy
- back-up care
- employee assistance program
Additionally, all benefit eligible employees have 12 paid holidays, 20 vacation days, 10 sick days, 3 personal days, and 8 weeks of family leave care.
The United Nations Foundation is proud to be an equal opportunity and affirmative-action employer. The United Nations Foundation provides equal employment opportunity to all employees and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.