20 tasks, each one witnessed by the sources that watched the job — and behind every one, a prompt you can use tonight.
You’ll split time between outreach, data work, and meetings. Morning might be email and prospect research in Salesforce or Blackbaud eTapestry, then drafting or submitting grant proposals in Word or Outlook.
Afternoons often mean calls with donors, coordinating a campaign calendar, or attending community events to solicit donations. Evenings can include preparing reports and slides in Excel and PowerPoint for the next-day meeting.
Expect donor CRMs like Salesforce, Blackbaud eTapestry, or Blackbaud Luminate CRM for tracking contacts, pledges, and campaign history. Use Outlook for email scheduling and AudienceView Ticketing if the org sells event tickets.
Excel and PowerPoint are used for financial analysis, tracking campaign success, and creating reports. Facebook and media lists help with outreach and finding event speakers.
Begin with basic tools: learn Excel for donor lists and simple budget tracking, and practice writing short grant sections in Word. Many NGOs let new hires shadow calls and events to learn donor conversations.
Get comfortable with one CRM—ask to train on Salesforce or eTapestry—and volunteer at a charity event to see ticketing, direct mail, and community outreach in practice.
Use AI to draft proposal language, brainstorm campaign ideas, or summarize long reports. Always check AI outputs against funder requirements and local privacy rules—donor data must stay confidential.
Do not upload raw donor lists to public AI tools. Instead, paste anonymized examples or use internal AI features in your CRM if available, and always verify facts and grant figures before submitting.
It’s roughly split: about 40–60% of time is data and tracking—updating CRMs, running Excel analyses, and preparing campaign success reports—while 40–60% is active outreach like meetings, calls, and events.
The exact split depends on campaign cycles: before a big drive you’ll spend more time planning and outreach; after, you’ll spend more time reconciling donations and reporting.
Clear written communication: you’ll write grant proposals, donor emails, and reports in Word and Outlook. Good writing wins grants and sponsorships.
Second is CRM discipline: consistently updating Salesforce or eTapestry and documenting donor interactions makes every campaign and financial report far easier.