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Re: How has your foundation managed database functions / jobs internally?
This is just the thread I was looking for! We are also in the process of defining a new "Database Manager" position for our statewide community foundation (current staff of 8). A big part of the job, at least initially, will be data clean up (identifying "hidden" duplicate profiles, creating and managing lists, updating contact information and adding demographic info for active donors). We also want this person to engage in prospect research and wealth screening, as well as assist the development team with the database and admin side of fundraising events. So, not really JUST a database manager! We're open to suggestions on the position title.
If anyone has any job descriptions that sound similar to what I described, would you be willing to share? Thanks!
Curious about position titles
I was given the title Program Manager, but it has never read right to me...one that I just saw here in Compass was Philanthropy Asst, similar to what I do, but I'd appreciate hearing from folks. I process gifts and grants in Csuite, send the letters and thank yous, update website, design and post social media posts, assist boss with making pre-existing docs "look pretty", create new forms, do all things in SLM and interactions/questions with kids and parents, meeting set ups, get the mail...
Thanks for sharing any all encompassing, creative and clear titles!
Re: How do you stay connected with your Board of Directors and committees?
Hi @LauraMalone,
We started asking Board Members and Committee members to make thank-you calls to our donors. We send them a list of donors and a script. It is a great way to get them engaged. You can also encourage them to talk to the donors and learn more about why they gave.
Hope this is helpful.
Have a great day
Mary Ellen
Re: How do you stay connected with your Board of Directors and committees?
Hello everyone,
I have been at our CF for about 18 months. I want to re-envision our Development Committee's job description (it is currently non-existent). Does anyone have templates they could share of what is working well for them?
We are currently a committee of 4-6 (myself as the Development Officer, our Board Chair in ex-officio status, a Board Member as Committee Chair and then at least one other Board Member and one or two community members.
Right now, I typically tell them what I am doing and they give feedback. I would like to find ways to get them more engaged. Maybe "thank yous" to donors or other strategies.
Thank you in advance for your assistance.
Laura Malone | Development Officer
Community Foundation Lorain County
lmalone@peoplewhocare.org
Re: How do you stay connected with your Board of Directors and committees?
Hi @MikaylaComes, There is a lot to cover in this request. I am happy to share what I can. I have found grant application review in GLM and site visits to be one of the best ways to engage board members. If you want to share ideas, please reach out and we can set up a call. Kate
Re: Congratulations Letter/email
Thanks for all the examples provided. I will be editing my awards letters asap! Lots of great points like the "taxable income". I never thought to include that tidbit.
Re: Congratulations Letter/email
@KellyMartinka , I love that you include thank you note-writing tips!
Re: Congratulations Letter/email
Here is ours! We utilize the follow-up form within Foundant starting in December to collect the data we need to payout the students award. That form also includes another opportunity for a student to submit a thank you note to the scholarship committee or donor.
Thanks,
Kelly Martinka
Northwest Minnesota Foundation
