Donor Relations and Engagement Officer

Overview

The Thomas Jefferson Foundation–Donor Relations and Engagement Officer supports Monticello’s donor relations and membership strategies by managing day-to-day stewardship tactics and communications for leadership giving groups, members, and other stakeholders. Working with the Director of Donor Relations & Engagement, this role ensures that donor and member experiences are meaningful, consistent, and well-coordinated across channels and departments.

The Donor Relations and Engagement Officer plays a critical role in implementing stewardship and engagement initiatives that deepen relationships, increase retention, and grow philanthropic support. This position requires strong organizational skills, attention to detail, and the ability to collaborate across the foundation to deliver high-quality donor, member, and guest experiences.

Donor Relations and Engagement Officer

Purpose: to support Monticello’s donor relations and membership strategies by managing day-to-day stewardship tactics and communications for leadership giving groups, members, and other stakeholders. Working with the Director of Donor Relations & Engagement, this role ensures that donor and member experiences are meaningful, consistent, and well-coordinated across channels and departments.

• Membership Program
  • Support the implementation and ongoing operations of Monticello’s membership program.
  • Manage member communications, including welcome packets, renewal notices, upgrades, and benefits information.
  • Coordinate fulfillment of membership benefits and assist with on-site member experience at public programs and events.
  • Track and report on membership metrics such as acquisition, renewal, upgrades, and benefits usage, providing insights to inform strategy.
  • Serve as a point of contact for member inquiries, ensuring timely and high-quality customer service.
  • Ensure member-centric messaging is consistently reflected across communications and experiences. Work closely with the Marketing team to effectively promote Membership plan to a broad audience.
• Donor Relations & Stewardship
  • Contribute to cross-departmental initiatives that enhance donor experience and support Monticello’s mission and goals.
  • Execute stewardship initiatives for leadership, major, and planned giving donors, including the Monticello Cabinet, Summit, and Portico Society.
  • Work with the Annual Giving and Operations Manager to draft and manage donor-facing communications, ensuring accuracy and timeliness.
  • In conjunction with the Development Database Coordinator, maintain donor records and stewardship plans in Raiser's Edge, tracking engagement activities, actions, event attendance, and benefit fulfillment.
  • Collaborate with Marketing to ensure donor-centric messaging across audiences and support storytelling through donor stories, testimonials, and impact examples.
• Event & Program Support
  • Support the Program & Events Committee, which serves as the hub for all programs and events across the foundation and contribute to the global calendar.
  • Coordinate details for donor events, public programs, and other donor activities, including invitations, RSVPs, guest communications, ticketing, promotions, briefing materials, and follow-up. Assist with seating charts, event check-in, donor hospitality, and on-site logistics.
  • Coordinate all logistics related to guest speakers, scholars, authors, and experts participating in Monticello’s public programs and donor events.
  • Work with Marketing to write program descriptions and submit proper forms for ticketing and promotions.
  • Attend programs and events as required, including some evenings and weekends.
• Administrative & Operational Support
  • Prepare reports, briefing materials, and presentations related to donor relations, membership, and engagement initiatives.
  • Manage project timelines and ensure deliverables remain on schedule.
  • Support budgeting and expense tracking for donor relations and membership activities.

• Willingness to learn specific information about Thomas Jefferson and Monticello, including through Monticello’s Guide Training to learn how to communicate difficult history as well as the Foundation's…