PHILANTHROPY ASSOCIATE Casa Dorinda - Montecito, CA
CASA DORINDA OVERVIEW & MISSION: Casa Dorinda is a premier not-for-profit senior living community in Montecito, California. Our mission is to deliver exceptional Life Care services that enhance the dignity, security, and independence of every member of our community. Philanthropy strengthens this mission by enriching resident life, supporting campus enhancements, and providing meaningful assistance to our team through the Scholarship and Employee Emergency funds.
POSITION OVERVIEW: Casa Dorinda is seeking an energetic, relationship-driven PHILANTHROPY ASSOCIATE to support and enhance our philanthropic program. This unique role blends administrative support, donor relations, fundraising, and marketing responsibilities. It's an excellent opportunity for a fundraising professional who is eager to learn, take initiative, and grow with our organization. Working alongside the Director of Philanthropy, you will support a program that raises more than $2.5 Million annually in current and planned giving revenue, with plans to support an upcoming capital campaign within the next 1-2 years.
DUTIES AND RESPONSIBILITIES:
Manage the confidential donor and constituent database; process gifts, generate acknowledgment letters, conduct prospect research, run reports, and serve as the department's database expert. Collaborate with the Accounting Department to reconcile fundraising revenue.
Provide administrative support to the Director of Philanthropy, including preparing mailings, creatinglabels, taking meeting minutes, and completing additional tasks as assigned.
Oversee, improve, and track all stewardship activities to ensure consistent and meaningful donor engagement.
Assist withplanning, coordinating, and executing donor events.
Support, coordinate, and help raise funds forvarious annual fundraising campaigns; play a key role in planning and implementing a forthcoming capital campaign.
Produce communication and marketing materials in partnership with the Director of Philanthropy and Casa's Communications Manager - including creating flyers, videos, articles, brochures, and other materials as needed. Assist with developing content and donor stories for semi-annual reports and the website.
Learn the Crescendo planned giving software and incorporate its tools into Casa Dorinda's philanthropy program.
Build, strengthen, and steward relationships with current and prospective doors.
Represent the Philanthropy Department at resident-led committee meetings and provide reports for resident volunteer groups supporting employee fundraising efforts (Scholarship and Employee Emergency Funds).
Perform other duties as assigned.
REQUIREMENTS:
Bachelor's degree or equivalent experience
1-2 years of fundraising or sales experience
Knowledge of philanthropy, charitable giving, and planned giving preferred
Experience working in the non-profit sector, ideallywithin a development or philanthropic department
Excellent interpersonal skills, enjoys building meaningful relationships with donors and stakeholders
Strong written and verbal communication skills; comfortable speaking publicly and engaging with groups of all sizes
Ability to communicate confidently with an affluent, accomplished older clientele
Exceptional organizational skills and attention to detail; able to manage multiple priorities and meet deadlines
Professional presence and commitment to maintaining high standards
Strong computer skills, including computer proficiency inMicrosot Office and donor database systems (Donor Perfect experience highly desirable); familiarity with Canva or InDesign is a plus
Ability to work both independently and collaboratively; self-directed and able to operate with minimal supervision
WORK SCHEDULE: Full-Time, Monday through Friday, on-site position
COMPENSATION & BENEFITS: Salary: $65,000 to $70,000 annually / hourly $31.25 to $33.65, DOE Non-Exempt Position
BENEFITS:
Competitive salary, year-end bonus program, and generous PTO (17-28 per year)
Seven paid holidays
Comprehensive medical, dental, and vision coverage
Life Insurance (basic and supplemental)
AFLAC voluntary/supplemental insurance
Pre-tax cafeteria and flexible spending plans
403(b) retirement plan with generous employer contribution
Professional development through training, workshops, and our "Rising Stars" mentorship program
Robust scholarship program for employees and their spouses, children, and grandchildren
Flexible scheduling and supportive work environment
Employee Appreciation Fund (holiday bonus) and Employee Emergency Fund
On-site employee Cafe and access to walking trails
Wellness perks: Casa Fit program, gym/health club discounts, and pet insurance
Legal Shield / Identity Theft insurance
Commuter, carpool, and rideshare benefits
On-site banking services
Apply today and help make a meaningful impact: Visit our website and submit your resume and cover letter to: www.casadorinda.org/careers/. Casa Dorinda is an Equal Opportunity Employer.
SUPPLEMENTAL INFORMATION:
https://www.casadorinda.org/
https://www.cadadorinda.org/philanthropy/
