Philanthropy Associate

Posted by
Durham, NC
Published 28 days ago

The Center for Responsible Lending (CRL) is a nonprofit, non-partisan organization working to ensure a fair, inclusive financial marketplace that creates opportunities for all. Through research, legal analysis, policy development, and state and national advocacy engagement, CRL fights for economic equity for underserved communities—particularly Black and brown communities and low-to-middle income families. CRL’s staff, allies, and funders reflect a collective commitment to eliminating systemic injustice in America’s financial services.

CRL provides a strong voice on both the state and national levels for these families to expand family wealth and financial stability through sustainable homeownership, affordable higher education, and support for small businesses, and protect their financial stability by preventing abusive products that trap families in debt and strip away their income, by ending payday lending and other predatory high-cost lending, exorbitant bank fees, and abusive debt collection practices.

CRL is an affiliate of Self-Help, a community development lender founded in 1980 that has provided more than $9 billion dollars in financing to help 164,000 low-wealth borrowers buy homes, build businesses, and strengthen community resources.


Role Overview:

The Center for Responsible Lending is seeking a Philanthropy Associate to join our team in Durham. The Philanthropy Associate will identify new donors and prospects, manage and optimize our internal systems to advance high-potential leads, and craft compelling communications to convert prospects and donors into long-term supporters.

The ideal candidate will have a demonstrated commitment to CRL’s culture of collaboration, diversity, equity, inclusion and belonging, and its mission to eliminate the racial wealth gap through opportunities for wealth building and economic security for underserved communities.


Essential Responsibilities: 

  • Utilize internal prospect research software (iWave) to assess potential of donor leads.
  • Leverage Salesforce to document, track, and take actions against individualized donor engagement plans, including drafting donor outreach.
  • Build annual stewardship calendar; curate content in partnership with program and recruitment teams; create donor ‘touchpoints’ throughout year to ensure high-quality donor experience.
  • Write donor proposals/grant applications with editorial oversight and reports for philanthropic support as needed. Manage distribution of communications to key funders.
  • Assist in handing logistics of philanthropy functions such as coordinating events, invitations and materials as needed.
  • Oversee all functions of donor database (Salesforce) management and executing against fundraising data vision.
  • Oversee, track and update accurate contact data. Maintain and update donor database.
  • Manage reports and dashboards for all philanthropy functions to track progress, support campaigns and mailings, inform fundraising strategy, and increase efficiency of daily tasks.
  • Build Salesforce automations to drive fundraising efficiency, minimizing human error.
  • Partner with Director of Philanthropy to analyze donor pipeline and recommend strategies to improve the efficiency and/or effectiveness of fundraising operations.
  • Process all donations in a timely manner, including: coding each gift, entering gift information in the database, informing relevant contacts, and facilitating appropriate thank you process.
  • Process grants and provide timely, accurate grant reporting.
  • Assist donors with gift transactions, including check and credit card donations.
  • Assist the Finance Department on monthly reconciliations and the annual audit.
  • Serve as the first point of contact for external inquiries related to philanthropy.
  • Track action items, prepare the team and their collaborators for strategy and donor briefings, and coordinate meetings for the team with internal and external partners.
  • Collaborate with teammates to successfully drive projects to completion on time.
  • Facilitate and engage information sharing across a multitude of internal teams.
  • Perform other duties as may be deemed necessary.


Credentials, Experience and Skills: 

  • Bachelor’s degree or equivalent related experience required.
  • 2 years of experience in development, sales, partnerships, or project coordination; 2+ years preferred.
  • Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
  • Preference for working in organizations that place priority on teamwork and collaboration.
  • Strong technical aptitude including proficiency in Microsoft Word, PowerPoint and Excel and the ability to quickly learn new technologies; Intermediate proficiency with Excel and/or experience with SalesForce preferred.
  • Strong sense of curiosity and willingness to dedicate attention to detail.
  • High degree of organization and demonstrated ability to manage multiple priorities and tasks.
  • Outstanding communication skills, both written and oral. Ability to develop and ultimately deliver engaging presentations.
  • Ability to work independently, take initiative, and work collaboratively in a fast-paced environment.
  • Ability to act with sensitivity and discretion while working with confidential information.
  • Ability to work evenings or weekends for online and in-person events.
  • Creative and entrepreneurial mindset toward identifying opportunities.


Physical Requirements:


Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 40 pounds.




Competitive nonprofit compensation, based on experience, plus a generous benefits package.


Visit our Careers Page to apply for this position. This position will remain posted until filled.


Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

The Center for Responsible Lending (CRL) is a nonprofit, non-partisan organization working to ensure a fair, inclusive financial marketplace that creates opportunities for all. Through research, legal analysis, policy development, and…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Education
    4-Year Degree Required
  • Professional Level


Temporarily Remote
Work must be performed in or near Durham, NC
Associated Location
302 W Main St, Durham, NC 27701, USA

How to Apply

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