Development Manager-Donor Stewardship (Internal Candidates Only)

Position: Development Manager-Donor Stewardship 

Location: Milpitas, Ca 

Status: Full Time (Exempt)

Compensation: $76,000-$82,000/Annually

**This position is currently open to employees of HomeFirst Services Only**

ABOUT HOMEFIRST SERVICES

Established in 1980, HomeFirst (HF) is the premier Silicon Valley provider of homelessness services.  Every day, HomeFirst works to end homelessness by providing a full spectrum of services to help people find a home, improve their lives, and stay housed. HFS envisions a community in which everyone has a home.

Do this mission and vision resonate with you? Do you believe that housing is a human right? Do you have relevant experience in these key areas:

• Managing and maintaining a donor CRM (customer relation management) / CSM (customer success management) software, specifically Donor Perfect?
• Something about stewarding?

POSITION OVERVIEW

HomeFirst is seeking a Development Manager, Donor Stewardship responsible for creating, executing, and supporting a comprehensive, end-to-end donor acknowledgment, recognition, interaction, cultivation, qualification, solicitation, and stewardship plan—including the management of all data into and out of the donor-related CRM—to support all donors across all divisions of HomeFirst. The Development Manager, Donor Stewardship will strategically enhance donor engagement, providing creative solutions to enhance the relationship of donors with HomeFirst, thereby increasing the likelihood of continued contributions. In addition, this role is responsible for managing a portfolio of donors and ensuring the stewardship plan is executed at all levels. This position reports to the Chief Development Officer and will work closely with all members of the Fund Development Team.

PRIMARY RESPONSIBILITIES

• Responsible for end-to-end input, output, operations, management, maintenance, and upkeep of a donor-relations CRM software (currently Donor Perfect), including gifts, pledges, contacts, and more.
• Establish and maintain information-tracking process regarding acknowledgment, recognition, ongoing communications, and continued cultivation for past, current, and prospective donors, across all divisions of HomeFirst.
• Provide donor reports for appeals, mailings, reporting, solicitations, etc.

• Establish and maintain processes for monthly reconciliation of contributions with Finance Department and to ensure appropriate tracking of restricted gifts.
• Responsible for managing end-to-end donor stewardship plan including ensuring that members of the Fund Development Team manage and maintain individual engagement plans.
• Proactively support Fund Development stewardship activities by assisting team members in establishing and coordinating individualized stewardship plans for portfolio donors.
• Manage donor rosters, recognition, and benefit implementation for portfolios, invitations, emails, published lists, events, and more.
• Oversee a portfolio of annual donors below $1,000 with responsibility for identification, cultivation, solicitation, acknowledgement, and stewardship.
• Ensure adherence to established policies and procedures of HomeFirst and the Fund Development Office.

• Schedule, organize, and manage invitation lists, responses, locations, catering, and more for development-related meetings, including regular Team meetings and monthly Committee meetings.
• Record and manage donor-related meeting minutes.
• Support the creation of a monthly donor impact report e-newsletter and various development-related social media campaigns.
• Partner with various departments on special projects.
• Represent HomeFirst Services and all its programs and services appropriately to volunteers, donors, outside agencies, and the public.
• Attend all mandatory meetings, workshops, and trainings.
• Management of accommodations and trave related to onboarding, meetings, etc.
• Other duties as assigned by Chief Development Officer.

COMPETENCIES

Education and Experience 

• Bachelor’s degree with a minimum of 1 year of relevant work experience, or commensurate experience in non-profit fund development and/or CMS database.
• Willingness and ability to travel throughout the San Francisco Bay Area.

Skills, Abilities, and Knowledge 

• Excellent computer skills and software expertise:
  • Familiarity with DonorPerfect, or another fundraising CRM, is a plus
  • Familiarity with DonorSearch is a plus
  • Familiarity with Benevity, Network for Good, and Constant Contact, as well as all MS Office programs
  • Familiarity with Adobe Creative Cloud preferred
• Meticulous attention to detail and strong organizational skills
• Excellent organizational, interpersonal, verbal, and written communication skills
• Strong critical thinking skills
• Growth mindset and solution-based thinking approach
• Able to prioritize competing responsibilities
• Able to set and consistently meet deadlines and commitments
• Consistent customer service orientation and a ‘can-do’ attitude
• Goal-driven, results-oriented team member
• Ability to develop strong relationships with diverse constituencies and create positive community connections
• Self-motivated, detail-oriented
• Aptitude for independent and cooperative decision making as well as proactive creative and strategic thinking and problem-solving
• Knowledge of finance terms and experience using account coding systems
• Familiarity with nonprofit fundraising and interacting with key stakeholders
• A personal commitment to the pursuit of excellence in all they do
• Relentless commitment to ending homelessness via the principles of Housing First and Harm Reduction, demonstrating this commitment through a scientific approach to performance improvement

 ORGANIZATIONAL EQUITY STATEMENT

At HomeFirst, our services and work culture are grounded in the principles of diversity, equity, and inclusion. This means we:

• View housing as a social justice issue:
• We identify equitable ways to serve, house and care for people.
• We commit our findings to action.
• Foster a work environment where everyone belongs.
• We value diversity and believe it makes us a stronger organization.
• We celebrate our diversity in trainings, gatherings, and clubs.

To live our beliefs, we:

• Incorporate DEI values into our service delivery processes.
• We hold ourselves accountable for addressing our unconscious bias as practitioners.
• We seek out and honor lived experience in our programming.
• We treat our participants with dignity and respect.
• Weave DEI into our management practices.
• We design roles and responsibilities that reinforce our DEI values.
• We recruit talent with an equity lens, valuing the lived experience of homelessness and other social injustices.
• We manage performance broadly to give everyone a chance to succeed.
• Hold ourselves accountable by highlighting our progress publicly.
• We “live” our Conscious Culture statement through our actions and decisions.
• We track and measure our progress and own our mistakes - with a goal of excellent execution.

HomeFirst Services is proud to be an Equal Opportunity and Affirmative Action employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, or any other status protected by law. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Additionally, HomeFirst Services participates in the E-Verify program, as required by law. 

HomeFirst Services is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application process. If you need assistance or accommodation due to a disability, please let your recruiter know. 

HomeFirst Services takes pride in its safety values, the wellness of our team, and respect for everyone we serve. Due to this commitment, HomeFirst Services mandates that all employees be vaccinated or render a religious or medical exemption effective September 13, 2021.

Salary : $76,000 - $82,000