Building Performance Specialist
4 weeks ago
We are seeking a highly skilled Building Performance Specialist to join our team at Accoravillage. As a key member of our organization, you will play a critical role in ensuring the optimal outcome of cultivating and growing our donor base legacy pipeline.
Key Responsibilities:- Upsell/Cross sell legacy donors to secure individual (current) gifts
- Support internal and external email and call campaigns to generate leads
- Work with Legal and Finance teams to ensure timely and accurate processing of gifts, tax receipts, and reporting
- Support Donor Advisor with lead generation from Allied Professionals
- Cultivate relationships and support Donor Advisor with the Stewardship Matrix
- Communicate effectively and meaningfully to donors through emails, letters, surveys, reports, and stewardship updates to ensure communications adhere to brand guidelines
- Use donor data and insights to support plans for donor engagement and 'asks'
- Proactively manage relationships through face-to-face, telephone, and email contact, providing an individualized experience
- Creatively identify and share knowledge on prospecting potential donors
- Achieve OKRs and adjust actions based on metrics
- Ensure prospected donors are stewarded by the appropriate philanthropy team to reach overall Philanthropic targets
- Use CRM to analyze and input data from donors
- Monitor planned giving and security inboxes to ensure requests are completed and fulfilled within a 24-hour timeframe
- Administration and stewardship of donation of securities
- Handle all incoming phone calls from the Planned Giving phone line and triage as needed
- Support the Donor Advisor with the administration of life insurance policies, endowments, and other planned giving vehicles
- Bachelor's degree or equivalent work experience in a relevant field
- Minimum 3-5 years of fundraising experience in a customer-centric organization
- A strong collaborator who can manage and coordinate multiple priorities
- Strong relationship building and business development skills
- Proven track record of meeting/exceeding sales (or fundraising) performance metrics
- Ability to work non-traditional hours to execute donor events and meet the needs of donors, partners, and volunteers
- Experience in using CRM systems
- Proficient in Excel, Word, and PowerPoint
- We are a leading development, relief, and advocacy non-profit organization
- We offer a comprehensive health benefits package, including a Health Spending Account
- We provide a family-friendly, caring, and flexible work environment
- We are committed to the Poor, Christian, Stewards, People, Partners, and Responsive
We are an equal opportunities employer and welcome applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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Building Performance Specialist
4 weeks ago
Mississauga, Ontario, Canada Accoravillage Full timeJob Title: Building Performance SpecialistWe are seeking a highly skilled Building Performance Specialist to join our team at Accoravillage. As a key member of our organization, you will play a critical role in ensuring the optimal outcome of cultivating and growing our donor base legacy pipeline.Key Responsibilities:Upsell and cross-sell legacy donors to...
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Building Performance Specialist
4 weeks ago
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