Advancement Services Manager

As the Advancement Services Manager, you will: 

• Ensure fundraising data, reporting, and donor records are accurate, accessible, and actionable for organizational decision-making.  

• Strengthen donor engagement through effective stewardship, recognition programs, and annual fund operations.  

• Provide the operational infrastructure that enables CASL to grow philanthropic support, improve donor retention, and achieve fundraising goals. 

• Serve as the primary administrator for Salesforce, maintaining data integrity, constituent records, campaign management, reporting, and system best practices.  

• Oversee gift processing activities, ensuring donations are accurately recorded, acknowledged promptly, and maintained in accordance with organizational policies and audit standards.  

• Partner with Finance to complete regular fundraising revenue reconciliations, resolve discrepancies, and maintain accurate donor and financial records.  

• Develop and distribute fundraising reports, dashboards, forecasts, and performance analyses that support strategic planning and decision-making.  

• Manage donor data segmentation and list generation for fundraising campaigns, stewardship efforts, events, and marketing initiatives.  

• Lead donor stewardship and recognition programs, including giving societies, donor acknowledgments, impact communications, and engagement strategies that strengthen donor retention.  

• Conduct prospect research and discovery activities to identify, qualify, and track prospective donors, maintaining a robust fundraising pipeline.  

• Coordinate prospect management processes, including tracking donor activity, documenting engagement strategies, and supporting portfolio development across the Advancement team.  

• Collaborate with the Chief Advancement Officer to execute annual fund campaigns, appeals, and revenue-generating initiatives that increase donor participation and philanthropic support.  

• Partner with MarCom and cross-functional teams to support fundraising communications, campaign execution, and continuous improvement of advancement operations. 

Note: This job description outlines primary responsibilities but is not exhaustive. Duties may evolve in response to organizational needs, and flexibility will be required. 

• Bachelor's degree in nonprofit management, business administration, communications, marketing, public administration, or a related field preferred.   

• 3–5 years of experience in fundraising operations, advancement services, development, donor relations, nonprofit administration, or a related field.   

• Experience working with donor databases, CRM systems, fundraising reporting, and gift administration processes.   

• Equivalent combinations of education and experience will be considered. 

• Demonstrated experience administering Salesforce or a comparable CRM platform.   

• Strong analytical, reporting, and data management skills with exceptional attention to detail and accuracy.   

• Knowledge of fundraising operations, donor stewardship practices, prospect research, and gift processing procedures.   

• Ability to interpret data and translate insights into actionable recommendations for fundraising strategy.   

• Strong project management, organizational, and prioritization skills with the ability to manage multiple deadlines.   

• Excellent interpersonal, written, and verbal communication skills with a collaborative approach to working across departments.   

• Proficiency in Microsoft 365, including Excel, Outlook, PowerPoint, and Teams. 

• Experience working in a nonprofit fundraising or advancement environment.   

• Experience managing giving societies, donor recognition programs, or annual fund campaigns.   

• Knowledge of wealth screening tools, prospect research platforms, or donor analytics.   

• Experience supporting fundraising audits, financial reconciliation, or advancement operations compliance.   

• Ability to speak Cantonese, Mandarin, or Spanish. 

• Standard business hours, Monday through Friday (9:00 am - 5:00 pm), with flexibility to work additional hours, as necessary.  

• Occasional evening or weekend attendance may be required to support fundraising events, donor engagement activities, and organizational initiatives.