1.1.2023
MARKETING, ANALYTICS & OUTREACH ASSOCIATE
MARKETING, PR, MARKETING ANALYTICS, ANNUAL FUND, OUTREACH PROGRAMS
Classification: Full-time with benefits
Reports to: Marketing, Analytics & IT Director for overall priorities (90%)
Gift Planning & Stewardship Director for Fund Portfolio activity (10%)
Supported by: Student interns
Remote Work: After initial 90-day employment period, possibility of remoting 20% (1 day) of workweek
Summary: With Marketing Director & CEO, develop and implement marketing, community education & outreach initiatives which o CULTIVATE professional advisors and potential fund advisors, so they are aware of the benefits of creating endowed legacy funds at CCCF, and o STEWARD existing relationships with current fund advisors, to more strongly develop their sense of community philanthropy and grow their endowed legacy funds.
I. MARKETING & RESOURCE DEVELOPMENT (70%)
1. Marketing & Resource Development Planning: Assist Marketing Director to plan, develop, implement & evaluate short-term and long-term strategic marketing and resource development plans. Focus on major endowed fund creation and planned giving marketing. Help develop & analyze marketing tracking/impact reports and make recommendations to modify marketing tactics.
2. Marketing & Communications Vehicles: Produce and distribute all print and electronic materials for external target market audiences (ex: brochures, programs, annual reports, ppt presentations, press releases, interview requests, websites, social media including at least Facebook, Instagram, LinkedIn & Twitter). Help Marketing Director a ssure accurate, high quality CCCF graphic design standards, branding messaging, and compliance wording.
A. Bid, contract and work with external vendors on large design projects
B. Via Portfolio Managers, support Fund Advisors’ promotional & marketing needs:
In-house Design for CCCF Funds: Ensure timely production of all CCCF in-house designed communication vehicles for CCCF affiliated funds. Responsible for conception, drafting, design, editing, and printing of in-house designed electronic and printed materials distributed externally to affiliated fund target market audiences. With Marketing
Director, hire, train, and supervise interns to do this work, in line with CCCF protocols.
C. Websites: Oversee regular, timely updates of all CCCF websites, including external calendars.
D. MailChimp: Oversee design, creation, accuracy, and dissemination of all e-blasts.
E. Accurately generate distribution lists from inter-relational database for all mailings and e-blasts
3. Annual Fund Appeal: In consultation with Marketing Director & CEO, orchestrate Oct-Nov-Dec Individual &
Corporate Friends of CCCF appeal, by direct mail, e-mail & social media.
4. Special Events: In consultation with Marketing Director & CEO, plan, initiate and orchestrate major event logistics:
scheduling, invitations, site visits, food & beverage, rentals, décor, photography, audio-visual, entertainment, speaker arrangements, valet, and travel. This includes cultivation, program, education and fundraising events: annual meeting/legacy awards, Sweet Charity event, fundraising galas, philanthropy forums, community forums, and professional advisor gatherings.
5. Organizational Support:
A. With support of Marketing Director, hire, train, and supervise all Marketing interns.
B. Assure centralized internal CCCF event calendar is updated in a timely manner.
C. Assist staff in handling internal meeting food, beverage & AV set ups
D. Assure Community Foundation guests feel welcome and well-attended to
E. Help preserve and promote the historical significance of the Lincoln Building via tours, special events, promotional campaigns, etc.
F. Assist with overall relationship building and represent the Foundation at community events, receptions, events, trainings, and speaking engagements
G. Support Board of Directors, committees, and task forces as needed.
A. SPECIAL INITIATIVES (10%)
B. LIAISON – FUNDRAISING FUND PORTFOLIO (10%)
Shared w/Marketing Analytics& IT Director … Reports to Gift Planning & Stewardship Director
Serve the needs of current funds, and help cultivate new fund advisors.
1. Schedule meetings to proactively cultivate relationships and meet needs of current Fund Advisors.
2. Meet with new Fund Advisors to outline Community Foundation policies; oversee implementation and assure adherence with local and IRS regulations.
3. Obtain Certificates of Insurance for Fundraising activities; bring insurance issues/needs to the attention of Business
Affairs for follow-up
4. Assist fund advisors in publicizing their Fund events with via print and electronic media
5. Submit approved expenditure and grant requests to Business Affairs for check processing
6. With Business Affairs, generate internal financial, donor, grant, and issue reports as requested by Fund Advisors
7. Train fund advisors on new CRM to meet their needs
8. Assist with ongoing and annual assessments of overall Fund services to ascertain Community Foundation strengths and policy/protocol areas to improve
Other Duties as Assigned….
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SIGNATURE OF RECEIPT OF JOB DESCRIPTION * * I acknowledge receipt of a copy of this job description. Further, I understand that receipt of this job description does not constitute an employment contract. __
Signed: ______________________________________ Date: ________________
QUALIFICATIONS
Job Type: Full-time
Pay: $37,500.00 – $47,500.00 per year
Benefits:
Schedule:
COVID-19 considerations:
Masks optional but recommended; regular sanitizing encouraged; spacious offices with large windows and optimal ventilation.
Ability to commute/relocate:
Application Question(s):
Education:
Experience:
Work Location: Hybrid remote in West Chester, PA 19382
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