LINC

Events

• Work with the LINC team to carry out tasks to facilitate event planning, set up and execution.
• Keep event costs at a minimum.
• Work with LINC Board of Directors and Attorney as needed to ensure event safety requirements are met.
• Ensure adequate compliance with fire safety regulations.
• Assist in securing the best venue for the event after considering the event’s budget, purpose, and the expected guests.
• Make certain that merchandise for the event is adequately supplied.
• Review and respond to inquiries made by event attendees.
• Ensure all details of event are accounted for and adequate: food & beverages, restrooms & toiletries, parking & seating.
• Complete a follow-up with clients and invited guests to measure satisfaction with the planning and final execution of an event.
• Work closely with team to brainstorm fundraising ideas and logistics.
• Promote event activities through personal network and LINC network.
• Work with Marketing & Donor Relations team to promote event to appropriate audiences.
• Secure event sponsors, volunteers, participants, and donated items.
• Investigate opportunities for LINC events to be promoted on various media platforms.
• Promote events at local restaurants, grocery stores, gyms, libraries, etc.
• Research opportunities and be creative to promote LINC and fundraise through campaigns, events, and merchandise sale.
• Willingness to learn and utilize CRM system (NeonCRM) for event purposes - (registration, sponsorship, ticket sales, donations, event volunteer applications).
• Work with Account Manager to ensure all donations (financial and in-kind) are documented appropriately in NeonCRM and appropriate tax receipts are sent.
• Communicate with Account Manager all donors’ information to ensure NeonCRM profiles are up-to-date.

Event Planning Officer

Customer Success Manager

• Responsible for managing and optimizing Linc Worldwide's donor database.
• Bridge the gap between technology and fundraising, ensuring that donor records, volunteer involvement, and event registrations are accurate to build stronger relationships and drive more contributions.
• Maintain, implement and evaluate the various features of our CRM to optimize use and promote expansion.
• Understand and manage CRM software (Neon CRM).
• Work closely with Finance, Donor Relations, Event Planning and Marketing team members to understand current use of CRM for donor information, donation collection and documentation, and marketing efforts.
• Clean, organize, and segment constituent data with Donor Relations team.
• Collaborate to customize automated, personalized communications (thank-you emails for donations, recurring gift reminders, and event follow-ups) and workflows.
• Stay up-to-date with CRM product updates and webinar releases.
• Make changes to processes and procedures within CRM to utilize new updates and features.
• Train team members on updates and use of new features.
• Ensure donation documentation complies with state and federal laws, including sending tax receipts for monetary and in-kind donations, focusing on fundraiser event donations and restricted/unrestricted fund documentation.
• Monitor dashboards to track fundraising performance, evaluate campaign success, and pull lists for Donor Relations team and Director of Development.
• Support Donor Relations and Marketing teams to implement their strategic plans related to CRM.
• Provide guidance with capital campaign planning and implementation using CRM features.
• Assist with CRM maintenance - troubleshoot glitches, submit 'help tickets' to NeonONE, train volunteers on CRM features, updates and use.

Event Planning Officer

CRM Specialist