Job Title:

Development Associate

Department:

Development

Reports To:

Senior Director of Development

FLSA Status:

Exempt

Position Summary:

The Development Associate provides critical administrative, coordination and operational support to The Health Museum’s development department. This role is essential to the smooth execution of fundraising efforts by coordinating schedules and meetings, ensuring accurate data and reporting, supporting moves management and campaign activity, and providing broad administrative support to the development and membership staff.

The ideal candidate is highly organized, detail-oriented, and takes pride in supporting the behind-the-scenes work that makes relationship-based fundraising successful.

Essential Duties and Responsibilities: The following responsibilities outline key functions of this role. Other duties may be assigned.

Scheduling & Coordination

· Manage scheduling for development leadership, including donor meetings, Committee meetings, internal check-ins, and development-related appointments

· Coordinate calendars, meeting logistics, and follow-up actions

· Prepare agendas and materials, take meeting notes, and document next steps as needed

Moves Management Support

· Support the moves management process by tracking donor interactions, next steps, and timelines for all portfolio managers

· Prepare contact reports and ensure follow-up actions are documented in the CRM/database

· Assist with portfolio organization and donor meeting preparation as needed

· Conduct basic prospect research

Campaign Support

· Provide administrative and data support for fundraising campaigns, including tracking milestones and progress

· Assist with preparation of development materials, proposals, reports, and presentations

· Support development-related events, communications, and follow-up activities

Data Entry & Reporting

· Maintain accurate and timely donor, prospect, and fundraising activity records within the organization’s CRM/database

· Assist with data clean-up, list preparation, and basic prospect research

· Support accurate tracking of gifts, pledges, and stewardship actions, and generate timely gift and pledge reminders and acknowledgements

· Ensure the accuracy of routine reports and dashboards related to financial reporting, donor activity, pipeline progress, and campaign tracking, ensuring reports are distributed as needed and in a timely manner

· Meet periodically with other Altru users in the organization to ensure data integrity, and identify and troubleshoot issues or areas for process improvement, and receive CRM training

General Departmental Support

· Draft, proofread, and format correspondence and development/membership materials

· Maintain organized digital and physical files for the department

· Support internal reporting, board materials, and leadership updates

· Provide general administrative support for development and membership activities, and assist with special events or projects as assigned

Required and Preferred Qualifications:

Education & Experience

· Minimum of 2 years of experience required in fundraising, development, or nonprofit administration

· Preferred experience working with healthcare organizations and/or museums

· Excellent administrative, organizational and project management skills with high attention to detail and accuracy

· Excellent written, verbal and interpersonal communication skills

· Familiarity with donor-advised funds (DAFs), foundations, and basic charitable tax receipting requirements preferred

Computer Skills

· Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

· Comfortable using virtual collaboration tools (e.g., Zoom, Microsoft Teams)

· Strongly preferred experience with Altru or other donor database systems/CRMs

Competencies: To perform the job successfully, an individual should demonstrate the following:

· Leadership & Collaboration – Inspires and motivates others, fosters teamwork, and builds strong relationships with colleagues, donors, and volunteer leadership. Encourages a cooperative and mission-driven work environment.

· Achievement Orientation & Initiative – Results-driven and highly motivated, with a strong commitment to setting and achieving measurable goals. Proactively seeks improvements and takes ownership of responsibilities.

· Judgment & Decision-Making – Exercises sound judgment, makes timely and informed decisions, and includes key stakeholders in the decision-making process.

· Business Acumen – Understands financial implications of decisions, manages budgets effectively, and aligns work with strategic goals. Keeps up with industry trends and best practices.

· Project & Time Management – Manages multiple projects, sets priorities effectively, and meets deadlines. Coordinates project activities and communicates progress.

· Professionalism & Integrity – Demonstrates high ethical standards, credibility, and reliability. Maintains professionalism in all circumstances.