Donor Relationship Manager

The Donor Database Manager is responsible for the accuracy, administration, and reporting of BGCSNV’s donor database and development records. This position oversees

DonorPerfect data quality, gift and acknowledgment workflows, fundraising letter campaigns, donor portfolio tracking, and comprehensive participation and fundraising reporting for the Board of Directors, Young Leaders Committee, and event committees. Reporting to the Director of Grants, the Manager works closely with the Chief Development Officer, Individual Giving Manager, Finance, and other stakeholders to provide reliable information and efficient development operations.

• Administer DonorPerfect, including donor and prospect records, household and organization relationships, giving history, and constituent coding.

• Establish data entry standards, security permissions, user workflows, naming conventions, and coding structures (funds, campaigns, and appeals).

• Coordinate accurate and timely recording of gifts, pledges, recurring contributions, soft credits, and in-kind support; partner with Finance to reconcile transactions and resolve discrepancies.

• Manage data imports from events, online giving, and other approved sources; conduct duplicate checks, audits, and database cleanup.

• Protect donor confidentiality, maintain access controls, and document procedures for consistent CRM use.

• Coordinate annual appeals, direct-mail and email solicitation campaigns, renewal letters, and acknowledgment correspondence under approved fundraising plans.

• Prepare segmented lists, mail merges, campaign calendars, tracking codes, and fulfillment files in collaboration with Marketing and the CDO.

• Track campaign responses, revenue, donor participation, retention, and results; maintain accurate recognition lists and donor preferences.

• Manage the full gift acknowledgement cycle, including generating timely tax receipts and thank-you letters.

• Analyze campaign and donor data to identify giving trends, segment performance, and opportunities for upgrade, reactivation, and retention; recommend data-informed adjustments to future appeals.Ribbon Cuttings & Organizational Events

• Maintain donor portfolio assignments, contact histories, cultivation stages, solicitation amounts, expected close dates, next steps, and stewardship deadlines for the CDO and Individual Giving Manager.

• Prepare routine fundraising dashboards covering revenue versus goal, donor retention, new and lapsed donors, recurring gifts, pledge balances, campaign performance, and prospect pipeline.

• Generate accurate reports for executive leadership and department planning, identifying trends and follow-up needs.

Board, Young Leaders Committee & Event Committee Tracking

• Maintain current rosters, contact information, committee assignments, terms, and relevant engagement records for Board members, the Young Leaders Committee, and fundraising event committees.

• Track and report individual and collective fundraising participation, gifts, pledges, sponsorships secured, introductions, referrals, ticket/table commitments, and in-kind contributions, as applicable.

• Maintain committee activity dashboards and reports showing outreach, solicitation status, commitments, follow-up tasks, participation, and progress toward approved goals.

• Prepare regular board and committee fundraising reports and meeting-ready summaries for the CDO and appropriate staff leadership.

• Coordinate with event and individual giving staff to ensure committee-related contributions and engagement are accurately attributed without double-counting revenue.

• Maintain confidential, accurate records and provide timely updates to support accountability and stewardship.

• Work with the Director of Grants to provide requested development data and maintain consistent reporting standards; coordinate with the CDO on fundraising reporting priorities.

• Train authorized team members on database entry standards, portfolio documentation, reporting workflows, and committee activity tracking.

• Create and maintain standard operating procedures, report templates, and recurring reporting calendars.

• Perform other related duties as assigned.

• Bachelor’s degree or equivalent relevant professional experience; three or more years in nonprofit development operations, CRM administration, database management, or related work preferred.

• Experience with DonorPerfect strongly preferred; advanced Excel, reporting, segmentation, and data-quality skills.

• Demonstrated ability to manage sensitive donor and board information with discretion, meet deadlines, and prepare clear, accurate reports.

• Strong written communication, attention to detail, organizational skills, and ability to work across Development, Finance, Marketing, and volunteer committees.

• Accuracy and timeliness of gift entry, reconciliations, and acknowledgments.

• On-time campaign execution and performance reporting.

• Completeness and currency of donor portfolio dashboards and follow-up records.

• Timely, accurate Board, Young Leaders Committee, and event committee participation and fundraising reports.

• Consistent CRM data quality, documentation, and reporting procedures.

• Execution of scheduled fundraising events and activations.

Maintain the safety and confidentiality of BGCSNV members, donors, volunteers, and staff; follow applicable financial, privacy, and safeguarding policies. Occasional evening or weekend event support may be required. Reasonable accommodations may be made to enable qualified individuals to perform essential functions.