Investment Counsellor
Fisher Investments
Development Manager
Luminos Fund
full-time
Posted on:
Origin: • 🇺🇸 United States • Massachusetts
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Spearhead and manage a comprehensive stewardship and recognition strategy and calendar for donors across Luminos’ portfolios
- Serve as a thought partner to frontline fundraisers to develop and refine personalized donor stewardship for major donors
- Lead the management of meaningful donor thank-yous and update donation recognition letters and tax receipt content as needed
- Write compelling donor reports for foundations and high-net-worth individuals and craft proposals, event invitations, personalized recognition letters, handwritten notes, and on-brand PowerPoint presentations
- Update Luminos’ donor database (Salesforce) to accurately document touchpoints
- Provide proactive support for events across Development and Communications teams and manage external vendor relationships (venues, suppliers, caterers, printers)
- Prepare and monitor expenditure budgets for donor events, planning and tracking event costs while ensuring value for money
- Help plan donor and prospect visits in Luminos’ countries of operation, designing memorable experiences that illuminate program impact
- Report to the Director of Development and collaborate closely with team members throughout the organization
Requirements
- Bachelor’s Degree required
- 5-7 years of professional experience in donor stewardship with a demonstrated track record of success
- Exemplary writing and editing skills for different audiences
- Excellent events organization and management skills
- Advanced skills in Microsoft Office (especially Word, PowerPoint, and Excel)
- Experience with Salesforce or other donor databases
- Fluency in written and spoken English
- Proven success working remotely is strongly desired
