Donor Engagement Associate (Hybrid/Remote)

Reports to: Chief Philanthropy Officer

Position Type: Full-Time, Exempt

Location: New York, NY preferred; remote candidates within the United States may be considered; work must be performed during Eastern Time Zone working hours

BACKGROUND

Israel Policy Forum is an educational and policy organization working to shape the discourse and mobilize support among American Jewish leaders and U.S. policymakers for the realization of a viable two-state solution consistent with Israel's security. We do this by educating political and communal leaders on pragmatic policy ideas to improve Israel’s security while maintaining conditions for an eventual two-state solution, and by building consensus in the policy and Jewish communities for these visions and goals. We envision a Jewish, democratic, and secure Israel, and support a strong and enduring U.S.-Israel relationship.

POSITION SUMMARY

Under the guidance of the Chief Philanthropy Officer (CPO), and working closely with the part-time Director of Individual Giving (DIG), the Donor Engagement Associate (DEA) will support the Development Department’s fundraising plan that incorporates new and ongoing initiatives including donor solicitation and stewardship, a recurring giving program, virtual and in-person fundraising and cultivation events, delegation travel to the Middle East, project underwriting, institutional support, and legacy giving. 

The DEA’s primary responsibilities will focus on managing ongoing donor engagement and logistics for in-person and virtual fundraising and cultivation events both in New York and in key communities across the U.S. (e.g. Boston, Chicago, Dallas, Florida, Los Angeles, San Francisco, Seattle, St. Louis, Washington, DC, and others). In 2022, we are planning for two in-person benefit events with 75-200 attendees, 12-15 small parlor meetings, and 5-7 larger cultivation and stewardship events, in addition to 15-18 Zoom stewardship and cultivation events.

MAJOR RESPONSIBILITIES

Event Planning

• Maintain program event schedule for all virtual and in-person development events.
• Research vendors/venues and obtain cost estimates and coordinate with existing vendors.
• Create invite lists using Salesforce and other online tools and track attendees.
• Draft event materials including invitations, reminders, programs. 
• Regular correspondence with board members and other lay leaders regarding event invites and attendance. 
• Utilize Salesforce to generate regular reports tracking progress toward goals.

Event Production

• Coordinate and manage event timelines, pre and post-event and day-of logistics for events.
• Assist with gathering and ordering (where applicable) materials for events including swag and brochures.
• Track costs and receipts for each event.
• Coordinate, schedule, and attend event check-ins with other departments as applicable.

Event Execution

• Provide on-site support at virtual and New York-based cultivation and fundraising events, which may require travel and evening and/or weekend work. There may be an opportunity for travel outside of New York. 

Donor Stewardship

• Work closely with DIG to craft and implement a series of regular donor engagement opportunities (e.g. events, personal communications, publications, gifts, etc.) as well as personalized stewardship opportunities.

Data

• Coordinate with CRM Manager and Communications team to create events in Salesforce; enter attendance data; create attendance reports.
• Coordinate with CRM Manager to capture and utilize donor-specific information (e.g.birthdays, areas of interest within IPF, other philanthropic interests, etc.)
• Work with CRM Manager and Operations Associate to ensure all donations are tracked and acknowledged in a timely manner.
• Assist in the development of quality control for list tracking and recording data.

DESIRED KNOWLEDGE, SKILLS AND ABILITIES

• Bachelor’s degree or equivalent work experience.
• 2+ years prior experience in development with some exposure to special events.
• Proficiency with donor databases; experience with Salesforce is a plus.
• Close attention to detail, ability to manage multiple projects simultaneously, and prioritize appropriately.
• Excellent judgment and decision-making abilities, ability to maintain a level of calm and professionalism and effectively address and resolve issues with a strong customer service orientation.
• Excellent organizational, interpersonal, and networking skills with teams and individuals. 
• Ability to thrive in a fast-paced, entrepreneurial environment and be committed to a Jewish, democratic, and secure Israel.
• Ability to work occasional nights and weekends, as needed.