Money Lead Jobs

Responsibilities

I. Strategy & Contributions to Collective

• Design and maintain systems to track donations, funding opportunities, and reporting requirements in Salesforce database and Google Drive.
• Commit to principles of transformative justice and rightful relations to address tensions directly.
• Manage the Collective and Board members’ fundraising, including supporting their outreach to donors and foundations with whom they have relationships to close annual gifts.
• Track success and make quarterly adjustments to the plan to reach goals.
• Shelterwood is a new organization that is still developing documentation and procedures. Due to this nature, we aim to have staff that can chime in and support ongoing startup development.
• Land stewardship and the current time of climate chaos may beckon that, at times, we are flexible with emergent work.
• Contribute to Collective visioning and participate in mutual accountability circles.
• Work closely with the Collective to develop ambitious but reasonable goals in an annual fundraising plan - goals that allow for progress toward our community lead vision while setting a pace that helps us stay healthy and whole. For example, our 2023 fundraising goal is to raise about $2M in new funding to contribute towards our $4.5M budget.

II. Foundation Fundraising Stream Management

• Represent Shelterwood in foundation learning groups and convenings.
• Manage a contract grant writer to create fundraising materials that make a compelling case for Shelterwood, including annual Resourcer Reports, General Operating Proposals, and standard required materials. Stay connected to Shelterwood’s stories to highlight growth and challenges for supporters.
• Research and lead outreach to new foundation prospects to grow Shelterwood’s foundation support over time.
• Keep track of the grants calendar to ensure all proposals and reports are submitted on time
• Support lasting relationships with foundation officers, at times holding those relationships directly and at times supporting other collective members to hold them.
• Manage 10-20 grants from private foundations and government entities.

III. Individual Donor Fundraising

• Lead donor communications and ensure all gifts are acknowledged promptly.
• Oversee the customization and use of Salesforce as a new donor database, including gift processing and creating reports that provide insight into donor-giving patterns.
• Manage and grow Shelterwood’s base of individual donors through identification, prospect review, relationship cultivation, and stewardship.
• Lead 1-2 donor appeals per year, including a social media/newsletter campaign and/or a direct mail campaign.

IV. Capital Campaign Connection

From 2023-2025, Shelterwood will also run a multi-year, multi-million dollar Capital Campaign to build retreat center infrastructure. The Money Lead will support and help implement portions of the Capital Campaign plan in partnership with a part-time contracted Capital Campaign Manager.

Desired Qualities

• Strong written, analytical, and verbal communication skills.
• Ability to prioritize and maintain lasting relationships with key supporters.
• Experience in the environmental or social justice fields is a plus.
• Highly organized and self-directed.
• Calendar-driven project management, with the ability to plan for multiple work streams to ensure ample proposal development and review time.
• 5+ years experience in grant management, relationship management, prospect research, individual giving, and a proven record of successfully securing grant funds (private and/or governmental).
• Exceptional follow-through.