Working for Metrocare isn’t just a job. It’s a career where your skills and passion for delivering quality care make a positive difference to the individuals that we serve.
Metrocare is the largest provider of mental health services in Dallas County, serving more than 57,000 adults and children annually. For more than fifty (50) years, Metrocare has provided an array of services available to people with mental and developmental disabilities. In addition to behavioral health services, Metrocare provides primary care centers for adults and children, accessible pharmacies, housing and supportive social services. Through the Altshuler Center for Education & Research and our software initiative, XenatiX, we are advancing mental health beyond Dallas County.
The Philanthropy Operations Associate provides support for all organizational fund development activities, as well as augments the day-to-day operations of the development function, and increases activities through coordination with staff, donors, and new business relationships. This position supports a culture of philanthropy within the organization. The incumbent will also assist in the development and implementation of the agency’s policies and procedures related to the Strategic Initiatives Department in coordination with the Leadership and Management Teams.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The essential functions listed here are representative of those that must be met to successfully perform the job.
- Manages and oversees 7,500+ donor constituent records, both hard-copy and electronic; accurately update and revise contact records, as well as add new constituent records.
- Manages all aspects of gift processing, to include drafting donor thank you letters, receipts, and other gift related communications; and create and revise donor letter templates.
- Maintains and creates campaigns, funds, appeals, and special events in the donor database system.
- Ensures that all donors receive appropriate acknowledgement of their gifts to Metrocare in a timely manner. Ensures that all donors receive documentation of the gift that complies with all applicable laws and regulations.
- Prepares regular/monthly reports regarding donors and/or gift information, for mailing lists, donor status reports, newsletter, grants or other needs, when requested by the Director of Philanthropy or Chief Strategy Officer; create custom reports, as requested; provide document production for departmental board reports or other special projects.
- Provides oversight and responsible for all aspects of collecting, updating, and maintenance of the Grants Management Tracking information for the monthly Committee meetings, as well as the board report. Follows-up with program staff to ensure we have the most current grant information and keeping accurate grant files, both hard copies and electronic.
- Works with finance to gather information necessary to report to corporate/foundation funders on current grant programs.
- Manage grant tracking calendar and assist the Director of Philanthropy with quarterly Grants Management Committee meetings.
- Complies with all grant reporting as required by foundation/corporate donors.
- Assists with scheduling appointments for Director of Philanthropy with foundation officers and other prospects, to include onsite tours for potential supporters (foundation officers, trustees, etc.).
- Tracks statistics relevant to development and provide Director of Philanthropy with written materials necessary for donor stewardship efforts.
- Attend regularly scheduled Development Team meetings, as well as departmental meetings.
- Support additional development and organizational efforts as needed.
- Order and manage inventory of supplies for the Strategic Initiatives Department.
- Perform other duties as requested and within areas of expertise.
The competencies listed here are representative of those that must be met to successfully perform the essential functions of this job.
- Conducts job responsibilities in accordance with the ethical standards of conduct, state contract, appropriate professional standards and applicable state/federal laws
- Analytical skills, professional acumen, business ethics, thorough understanding of continuous improvement processes, problem solving, respect for confidentiality, and excellent communication skills.
- Strong proofreading skills with attention to detail; ability to edit letters, reports and documents.
- Aptitude to evaluate and determine next steps of project(s) without prompting or instructions.
- Ability to be flexible and adaptable within a growing, fast-pace organization.
- Maintain high standards of performance, quality, credibility, and integrity.
- Professional, friendly demeanor; ability to effectively communicate with donors and internal staff.
- Effective verbal and written communication skills with the ability to ability to write clear, structured, articulate, and persuasive proposals.
- Excellent organizational skills with the ability to prioritize workflow and meet deadlines.
- Ability to handle multiple task and special projects simultaneously.
- Able to work autonomously with minimal or no supervision.
- Able to maintain a high level of professionalism and confidentiality.
- Experience working in high-volume, deadline-driven environment with changing priorities.
- Able to work well in a team environment, handle multiple assignments and meet critical deadlines.
- Knowledge of fundraising information sources, such as Foundation Directory Online.
- Maintains understanding of organization’s history and key programs.
- Work independently and in team settings with minimum supervision.
EDUCATION AND EXPERIENCE:
- Bachelor’s degree in Business Administration or related field with a minimum of five (5) years’ experience with grant writing and development operations; or eight years of experience in lieu of a degree.
- Previous experience with proposal writing and working with institutional/corporate donors.
- Previous experience with non-profit fundraising/development operations.
- Intermediate math skills required.
- Ability to work accurately with reports and numbers.
- Ability to calculate moderately complex figures and amounts to accurately report activities and budgets.
- Ability to apply common sense understanding to carry out simple one or two-step instructions. Ability to deal with standardized situations with only occasional or no variables.
- Mastery of Microsoft Office Suite, advance document merging capability, master new software applications and technology, including creating of PowerPoint presentations
- Proficiency in fundraising CRM systems (preferably DonorPerfect)
- Up-to-date technical aptitude of Internet (for resource and research) and cloud computing
- Experience utilizing donor research platforms such as Foundation Directory Online
CERTIFICATIONS, LICENSES, REGISTRATIONS:
- Current State of Texas Driver License or if you live in another state, must be currently licensed in that state. If licensed in another state, must obtain Texas Driver License within three (3) months of employment.
- Liability insurance required if employee will operate personal vehicle on Center property or for Center business. Must be insurable by Center’s liability carrier if employee operates a Center vehicle or drives personal car on Center business. Must have an acceptable driving record.
PHYSICAL DEMANDS & WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the incumbent is required to talk and hear. The incumbent must be able to carry material (up to 25 pounds and have personal transportation to and from sites or Metrocare related events and/or meetings.
- In-county travel.
- None-to-Negligible travel outside of the county.
NOTICE ON POSITIONS THAT REQUIRE TRAVEL TO/FROM VARIOUS WORKSITES
Positions that are “community-based,” in whole or part, require the incumbent to travel between various worksites within his/her workday/workweek. The incumbent is required to have reliable transportation that can facilitate this requirement. The incumbent is further required to meet the criteria for insurability by the Center’s risk management facilitator; and produce proof of minimal auto liability coverage when applicable. Failure to meet these terms may result in disciplinary action up to and including termination of employment, contract or other status with Metrocare.
The work environment describe here is representative of that which an employee encounters while performing the essential functions of this job. Reasonable accommodation can be made to enable individuals with disabilities to perform the essential functions.
- The noise level may vary between low and mild.
- The work environment should not be unusually hot or cold.
- Metrocare couldn’t have a great employee-first culture without great benefits. That’s why we offer a competitive salary, exceptional training and an outstanding benefits package:
- Paid Leave
- Paid Holidays
- Employee Assistance Program
- Retirement Plan, including employer matching
- Health Savings Account, including employer matching
- Professional Development Allowance
- Bilingual Stipend – up to 6% of the base salary
- Many other benefits
Equal Employment Opportunity/Affirmative Action Employer
Tobacco Free Facilities - Metrocare is committed to promoting the health, well-being and safety of Metrocare team members, guests, and individuals and families we serves while on the facility campuses. Therefore, Metrocare facilities and grounds are tobacco-free.
No calls from staffing agencies or independent recruiters