Donor Relations Assistant

Job Overview and Responsibilities:

• Deliver an exceptional experience to all our donors and supporters either by email, letter and phone  
• Ensuring that all communications are sent within agreed timescales and follow the correct tailored supporter journey
• Support the processing of online supporter registrations and donations via online fundraising platforms and our website
• Ensure timely and accurate updates in Salesforce for all donor and supporter engagement and contact details
• Assist with the onboarding of all new donors and supporters
• Assist with the preparation and distribution of fundraising and event materials
• Maintain accurate records of stock relating to fundraising/partnerships/events in Salesforce
• Assist the Donor Relations Executive with updating campaigns and campaign member information
• ·       Constantly update Salesforce using trade press to ensure that all accounts and contacts have the most current information relating to employees, location, etc.
• Ensure that Gift Aid declarations and donations are kept up to date in agreed timeframes to allow for accurate reporting to HMRC
• Assist the Donor Relations Executive with managing new and existing legacies, ensuring all legacy records are accurately maintained in Salesforce
• Assist with uploading income from all platforms, including Enthuse, JustGiving, Payroll, and Lottery
• Assist the Donor Relations Executive with all invoicing requirements

Technical Knowledge (E = Essential, D = Desired)

Proficiency in CRM software (Salesforce) and other fundraising platforms (D)

Familiarity with best practices for data integrity and ensuring compliance with data protection laws (GDPR, etc.) (E)

Job Specific Competencies

• Excellent communication and interpersonal skills, with the ability to put our donors and supporters at the heart of everything that we do
• Ability to work independently and as part of a team, collaborating with colleagues within and across departments
• Work with a high level of accuracy and attention to detail