Philanthropy Membership Manager

The San Juan Preservation Trust (SJPT) is seeking a detail-oriented and collaborative

Philanthropy Membership Manager (PMM) to join our fund development team. Reporting to

the Director of Philanthropy, the PMM plays a vital role in supporting a mission-driven culture of

giving and belonging among SJPT’s community of members and donors.

With a primary focus on managing and maximizing our fundraising database operations, this

position ensures the accurate processing of donations, the integrity of our donor records, timely

acknowledgment of philanthropic support, and effective gift reporting and analysis. The PMM

also plays a key role in SJPT’s annual campaign, special events, and the design of donor

journeys that deepen engagement and inspire continued investment in SJPT’s mission.

We’re seeking a thoughtful professional who thrives at both detail-oriented systems work, as

well as relationship-building customer service with our members. A successful candidate will

bring strong project management skills, a solutions-oriented mindset, and a commitment to

data-informed philanthropy. This is a great opportunity for someone who takes pride in precise

work, meaningful relationships, and the behind-the-scenes database operations that help make

conservation possible.

Responsibilities

• Donor Database Management:

o Provide oversight and guidance on all database functions to ensure the accuracy

of information in Neon and in donor correspondence

o Crosstrain identified colleagues from other program areas to do daily gift entry

and to generate corresponding gift acknowledgment letters during times of high

gift volume

o Enter and maintain records in fundraising database, including entry of contact

and visit information, and gift entry as needed

o Ensure the timely generation of acknowledgments and donor pledge

correspondence

o Create fundraising reports, generate solicitation and recognition donor lists

o Reconcile receipts with Finance staff

o Optimize database functionality to meet organizational needs

o Work closely with internal teams to ensure efficient and effective database

utilization, drive application development and training, and optimize database

performance

• Administration:

o Maintain manual of database and gift processing procedures, as well as other

Philanthropy program protocols and procedures

o Access new property owner data and mail welcome packet to new islanders

o Assist with production of development materials and special projects

o Maintain donor paper files as needed for legal purposes

• Donor Stewardship:

o Provide customer service via incoming calls and email

o Manage the sustaining gift program for donors who give automatic credit card

contributions

o Create and implement donor stewardship protocols for supporters contributing

annual gifts up to assigned level

• Annual Campaigns:

o Assist efforts to secure annual gifts by helping to coordinate and produce Annual

Campaign appeal letters, create segmented solicitation lists including suggested

ask amounts, and assemble solicitor packets.

• Major Gifts, Planned Giving, and Endowment:

o Assist the Executive Director, Director of Philanthropy, and Senior Philanthropy

Officer with efforts to secure gifts, including conducting prospective donor

research and preparing donor visit briefings.

• Special Events:

o Assist in the planning, production, and follow-up of special events.

• Provide program assistance in other areas as needed.

Knowledge, Critical Skills and Expertise

• Excellent project management skills, including organizing tasks and materials
• Ability to set priorities, handle multiple assignments and deadlines, and display excellent

judgment, while operating in a flexible and professional manner

• Outstanding ability to express oneself clearly and empathetically in all forms of

communication

• Ability to effectively communicate complex information to both technical and nontechnical audiences
• Demonstrated superior interpersonal and teamwork skills, with ability to work effectively

with cross-functional teams including developers, testers, and business users

• Strong commitment to respect, value, and contribute to SJPT’s justice, equity, diversity,

and inclusion work

• Possess a customer service focus both internally and externally
• Discretion when dealing with highly sensitive and confidential information
• Possess an understanding of data security best practices with experience implementing

security measures

• Demonstrated experience analyzing complex data problems and developing effective

solutions

• Ability to work both independently and as a team member

Required Qualifications

• Experience and proficiency with a constituent resource management (CRM) donor

database

• Proficiency with Microsoft Office Suite
• Ability to thrive within a small nonprofit office environment, possess a strong belief in

land conservation, and demonstrate a passion for protecting the San Juan Islands

• Exhibit a strong work ethic and comfort with collaborative leadership

Desirable Qualifications

• Experience in annual giving/development
• Background in private and community foundation grant process
• Ability to work occasional evening and weekend hours as needed
• Familiarity with the people, communities, and culture of the San Juan Islands
• Experience working with volunteers

Location and Travel

Preference given to candidates who reside on one of the four islands served by the Washington

State Ferries system (San Juan, Orcas, Lopez, or Shaw), or in the Anacortes area, with the

possibility of in-person and home office work. Work location and in-person schedule to be

agreed upon in conjunction with the Director of Philanthropy.