Donor Experience Officer

The University of Montana Foundation is seeking an individual to join an innovative advancement program that will change the face of annual giving. The Donor Experience Officer (DXO) will provide a first-class philanthropic experience for all donors by leveraging digital and in-person engagement to effectively build relationships based on what truly matters to each supporter. This position is key to connecting donors to their interests and helping them discover the joy of making a difference through giving. For the tech-minded, this is an opportunity to use advanced digital technologies in all aspects of the role; information, communication, and basic problem-solving skills.

Why Work for Us?

• Retirement Planning: 403(b) employer contribution of 11%, no employee match required!
• Flexible Work Arrangement: Opportunity for a part-time remote work arrangement each week
• Generous Time off Benefits: Team members accrue four weeks of vacation and 12 days of sick leave per year, with an additional 11 days of holiday leave
• Family Support: Paid parental leave for new parents
• Health and Wellness: Medical, dental, vision, wellness programs, and short-term and long-term disability pay protection benefits
• Career Advancement: Professional development opportunities
• Competitive pay – candidates can request the starting pay range by emailing [email protected]  

About the Role:

The  Donor Experience Officer (DXO)  is a key member of the Annual Giving department at the University of Montana Foundation (Foundation), in partnership with EverTrue. The EverTrue Donor Experience Program at the Foundation is focused on marrying development communications efforts with fundraising workflows to engage and grow the next generation of supporters to UM.

The DXO will collaborate with a variety of Foundation departments and colleagues to effectively execute 1:1 outreach campaigns using technology resources, including EverTrue's cloud platform, social media, and virtual communications software. This role is critical to helping the Foundation achieve both its near-term annual giving goals and long-term fundraising objectives and develop qualified major gift referrals.

 The DXO will report to the Senior Director of Annual Giving and will work under the guidance of an EverTrue Donor Experience Program Manager.

Key Responsibilities:

• Actively engage with and build relationships with a portfolio of supporters and prospects.
• Manage a portfolio of approximately 1,000 constituents.
• Leverage technology, social media platforms and video conferencing software tools to build rapport, steward and solicit donors in a donor-centric, targeted, high-velocity manner.
• Execute monthly and quarterly touchpoint cadences (averaging 20-40 outbound touch points per day) across the portfolio to ensure consistent and relevant donor communication.
• Meet and exceed clearly defined activity metrics, fundraising outcomes, and pipeline growth targets.
• Partner with Development Officers from Schools, Colleges, and Programs about fundraising priorities, or when joint solicitations or referrals are appropriate.

Ideal Candidate:

• Related experience in professional sales, marketing, communications, financial planning or advising, and other fields.
• Proficient use of Microsoft Suite of application and database software applications.
• Experience in a fund-development role, with demonstrated success in developing donor relationships preferred.
• Experience working in higher education or a comparably complex organization and knowledge of customer relationship management (CRM) databases preferred.

The University of Montana Foundation is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request a reasonable accommodation to participate in the recruitment process at the University of Montana Foundation, contact [email protected]. All hiring decisions are made without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.

All employment offers are contingent upon successful completion of a criminal background check.

Priority Application Date:

Monday, December 2, 2024. Complete applications received by this date will be guaranteed consideration.

If you do not meet all the qualifications of the position, you are still encouraged to apply.

About the University of Montana Foundation

The UM Foundation connects donors’ passions with needs and opportunities at the University of Montana. Serving the University as an independent nonprofit, the UM Foundation manages the University’s private fundraising efforts, donations and investment of endowed gifts.

The UM Foundation is committed to maintaining a diverse and inclusive workplace that reflects the people and culture of the University it serves. UM Foundation employees enjoy a collaborative culture and inspiring mission to support the University and its students.

About the University of Montana

As Montana’s flagship university and a top-tier R1 research institution, the University of Montana sets a high bar for academic studies, creative accomplishments, and scientific exploration. Students receive a world-class education in a broad range of subjects that include the trades, liberal arts, sciences, graduate and postdoctoral study and professional training.