Tasks
* Manage donor reporting and relationships for LGT Venture Philanthropy.
* Ensure accurate financial processes and donor communications.
* Oversee data management and CRM systems for effective reporting.
Skills
* Bachelor's degree in relevant field and 5 years of experience required.
* Strong analytical skills and data management experience essential.
* Excellent communication skills and proficiency in Salesforce needed.
The Manager for Reporting and Donor Relations is an important new position in LGT VP's resource mobilization center of excellence, created as part of an ambitious expansion of partnerships with external donors and the LGT Group ahead of the organization’s 20th anniversary. The Manager Reporting and Donor Relations operates at the interface between finance, reporting, data management, and donor relations and is responsible for ensuring that every donor receives accurate, timely, and tailored reports, that legal and financial processes run smoothly, and that the systems supporting donor management are maintained and continuously improved. The role includes five core areas:
Building, maintaining, and implementing reporting frameworks for donors across the solution portfolios and campaigns of the LGT Group
Managing the operational infrastructure of donor relations, including donor‑advised funds (DAFs) and intermediary structures for donations
Carrying out the legal steps of the onboarding and contract conclusion process once a donor is ready to proceed
Managing employee donation programs and impact certificates in collaboration with the LGT Group, and
Responsibility for the quality of CRM data in Salesforce and implementation of the rollout while developing reporting dashboards
Donor Reporting (40%)
Developing, implementing, and maintaining the framework for donor reporting at LGT VP to ensure consistency across all donor segments, campaigns, and solution portfolios (Ahadi, SIRA, Blue Oceans)
Creating regular donor reports for all active funders, adapting formats to donor requirements and supporting individual requests as needed
Coordinating with regional teams as well as controlling and impact management departments to ensure correct and timely data flow into all reporting outputs
Supporting the preparation of the LGT VP Impact Review and other standard publications of LGT VP as needed
Donor Care (30%)
End‑to‑end management of the LGT employee donation program and the impact certificate program, including processing, tax certificates, donor communication, and financial reporting
Close coordination with the Operations and Finance Director regarding incoming donations to ensure alignment between financial planning, reporting, and funding processes
Building and maintaining relationships with intermediaries and DAFs, including TrustBridge and Prism, to enable international donations to LGT VP in key markets
Drafting, managing, and maintaining legal agreements with donors in coordination with the LGT legal department
Functioning as a liaison between Zurich and the regional offices in all operational matters of donor care
CRM and Digitization (30%)
Responsibility for the data quality and integrity of all donor‑related datasets in Salesforce to ensure clean data structures, correct tracking, and consistent use across the team
Supporting CRM audits and rollout planning
Contributing to LGT VP's digitization agenda, including integration of reporting tools such as Power BI, AI tools like MS CoPilot, and shared data repositories
Creating, maintaining, and continuously improving the dashboard for donor relations reporting, covering active agreements, reporting deadlines, DAF transactions, and EDP activities
Working closely with the Operations and Finance Director to ensure all donor data and dashboards are seamlessly integrated into LGT VP's financial systems and operational reporting
Bachelor's degree in economics, non‑profit management, finance, or a related field. Master’s degree is an advantage
At least 5 years of professional experience in fundraising (CRM), financial reporting, donor care, or related areas in the non‑profit sector or professional services
Strong analytical skills and experience in data management as well as the ability to translate complex information into clear and precise reports
Excellent written communication skills and experience in preparing donor reports, annual reports, or similar publications
Strong organizational skills and attention to detail, combined with the ability to coordinate multiple priorities, deadlines, and stakeholders simultaneously
Excellent interpersonal and communication skills, combined with the ability to work effectively across cultures and with senior internal and external stakeholders
Proficient in Salesforce, knowledge of Power BI is an advantage
Proficient in Microsoft 365, especially Excel, Word, PowerPoint, and Teams
Proficient in AI tools and experience participating in digitization projects
Familiarity with legal agreements, due diligence processes, or compliance frameworks in the non‑profit or financial services sector is an advantage
Experience in a fast‑paced international environment and intercultural context
Fluent in English and German. Additional languages are an advantage
Genuine interest in and commitment to the mission of LGT VP
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