Manager, Reporting and Donor Relations 80% - 100% (m/f/d)

About the job

LGT is the world's largest private banking and asset management group owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we impress you with many years of experience in managing large fortunes.

About LGT Venture Philanthropy

LGT Venture Philanthropy (LGT VP) is an independent non-profit foundation established in 2007 by the LGT Group Foundation and shares the vision of the Princely Family of Liechtenstein to make a sustainable, positive contribution to people and the environment. Headquartered in Zurich, Switzerland, with regional offices in Kenya and India, our mission is to improve the quality of life of disadvantaged people, contribute to healthy ecosystems, and build resilient, inclusive, and prosperous communities. LGT VP works within long-term partnerships with locally rooted organizations that provide effective, scalable solutions in health, education, and the environment.

At the heart of LGT VP's current strategy are three solution portfolios, each supported by LGT VP and a coalition of donors: Ahadi (community-led conservation in East Africa), SIRA (early childhood development in India), and Blue Oceans (global marine and coastal protection). These bring together project sponsors, donors, and policymakers to address complex social and ecological challenges on a large scale. Since 2007, LGT VP has supported 83 organizations and enabled 29 million people to access better quality services by 2024. In 2027, LGT VP will celebrate its 20th anniversary – a milestone of acceleration and ambitious growth and an exciting time to join the team.

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

Please note that we cannot consider applications for this position through recruitment agencies.

A great place to work – a great place to have impact: LGT promotes diversity among its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and offers the opportunity to create a unique and successful team. Therefore, our employees can also benefit from many additional benefits.

Transparency and integrity are important to us. Therefore, you will find everything you need to know about us on our website before deciding whether career opportunities at LGT align with your values. For example, about the history of the Princely Family, which is closely linked to our history.