POSITION TITLE: Manager, Philanthropy and Donor Relations Administration

REPORTS TO: Chief Philanthropy Officer

TYPE: Full Time, Exempt

LOCATION: Hybrid, Charlotte, NC

SALARY: $61,452- $66,550

About United Way of Greater Charlotte

United Way of Greater Charlotte is boldly investing in what if. When Charlotte ranked last in the nation for economic mobility, United Way challenged ourselves and others to ask what if every ALICE household, those who are Asset Limited, Income Constrained, Employed, working hard but still struggling to afford the basics, had the resources to build lasting financial stability? And what if every neighborhood had equal access to opportunity? In response, United Way is going directly to where the needs are greatest, bringing new voices to the table and working alongside ALICE families to close the gap between income and the true cost of living. We believe that by challenging the what ifs and moving together in hope, we can build thriving communities where every household can get ahead, not just get by.

About the Role

The Manager provides executive-level administrative and donor-strategy coordination for the Chief Philanthropy Officer, while partnering with Philanthropy Operations on documenting reports, data quality, CRM documentation, and pipeline processes. The role supports, but does not own, frontline donor/funder relationships, fundraising strategy, donor/funder stewardship, gift processing, or department operations.

The Chief Philanthropy Officer sets the position's overall priorities and evaluates performance. The Senior Manager of Philanthropy Operations provides functional direction for CRM practices, donor reporting, data standards, and pipeline-review processes.

What You'll Do

Executive and Donor Strategy Administrative Support

• Manage and monitor the Chief Philanthropy Officer's calendar, prioritizing donor, volunteer, leadership, and external engagements, and track follow-up deliverables from CPO donor and leadership meetings.
• Provide administrative support to the Chief Philanthropy Officer in coordination of donor moves management including, but not limited to:
  • Researching giving history, campaign participation, and other relevant donor insights
  • Preparing donor profiles, briefing materials, strategy documents, and meeting preparation materials
  • Documenting donor interactions, strategy discussions, action items, and next steps in the CRM

Philanthropy Operations Support

• Coordinate recurring donor-strategy and pipeline-review meetings.
• Conduct donor research and prepare agendas, reports, and supporting materials in partnership with PhilOps and relationship managers.
• Record decisions and track assigned follow-up activities.
• Enter and maintain approved donor information in the CRM according to PhilOps standards.
• Review public and internal information for routine donor-record updates and submit sensitive changes for verification.
• Assist with reports, documentation, templates, procedures, and shared operational resources.
• Document and communicate approved process and workflow changes.
• Support data completeness by ensuring that donor interactions and next steps are recorded consistently.

PDE Department Administration

• Coordinate department meetings and selected departmental initiatives.
• Prepare agendas, meeting materials, notes, and action trackers.
• Distributing meeting notes to ensure that team members are aware of timely follow-up deliverables.
• Maintain organized and accessible department files, templates, and reference materials.
• Provide select administrative support for campaigns, donor engagement activities, and leadership priorities.

What You Bring

• Five or more years of high-level administrative, project coordination, fundraising administration, or executive-level support experience.
• Proficiency with Microsoft Office.
• Strong written and verbal communication skills.
• Strong administrative, organizational, and operational coordination skills with exceptional attention to detail.
• Experience managing confidential data, deadlines, meetings, documentation, and follow-up.
• Ability to manage multiple priorities, deadlines, and follow-up activities in a fast-paced environment.
• Ability to handle confidential donor, volunteer, and organizational information with professionalism and discretion.
• Experience preparing meeting materials, donor briefings, presentations, reports, or other administrative documentation.
• Demonstrated ability to work independently while supporting multiple leaders, priorities, and stakeholder groups
• Demonstrated ability to work collaboratively across teams while supporting organizational priorities and donor-related initiatives

Preferred

• Proficiency with donor databases, CRM systems, and fundraising technology platforms.
• Proficiency with project management platforms (e.g., AirTable, Asana, Monday). 
• Donor research, CRM, stewardship, or nonprofit fundraising experience.
• Professional experience in philanthropy operations, donor relations, fundraising administration, nonprofit operations, executive support, or a related field.
• Demonstrated experience supporting fundraising teams, donor stewardship activities, donor res

How We'll Know It's Working

• The Chief Philanthropy Officer is able to focus on fundraising strategy, donor relationships, and organizational priorities because administrative and operational responsibilities are effectively supported.
• Donor research, profiles, briefing materials, and strategy documents are accurate, timely, and consistently prepared to support fundraising activities.
• Donor pipeline review meetings are well-organized, with action items documented and follow-up activities completed in a timely manner.
• Donor records, interactions, and supporting documentation are maintained accurately and are readily available to support fundraising efforts.
• Department meetings, initiatives, campaigns, and leadership priorities are supported through effective coordination, preparation, and follow-up.
• Department procedures, workflows, templates, and operational resources are organized, current, and accessible to staff.

Workplace Values

• Respect • Appreciation • Authenticity • Excellence • Empathy • Collaboration

Overview of Benefits

• Comprehensive benefits include Health, Dental, Vision, a 401(k) defined contribution plan, 14 Paid Holidays, and Paid Time Off (200 hours granted annually).