Philanthropy Gift and Database Coordinator

2 weeks ago


Skokie, United States Covenant Living Communities and Services Full time

We Are Inspired to Serve. Join us This role is responsible for providing support to the Philanthropy Department of Covenant Living Communities & Services. The position is accountable for providing gift-processing assistance, acknowledgement letters, database maintenance, and donor-related administrative support.

Entry-Level Gift Processing

1) Commit all standard gifts and pledges into Raiser’s Edge (RE),

Notify Philanthropy Operations or Directors of Philanthropy (DOP) of gifts to indicated community

Complete Gift Processing for all communities:
For ancillary gifts, commit payroll deductions twice a month, recurring monthly bills by the 15th of each month

On a weekly basis, communicate any “outlier gifts,” challenges, or community setbacks to Philanthropy Operations

Upload gift backup and attachments into the Media tab, for past and current gifts

Communicate with Directors of Philanthropy to answer questions

Gift Acknowledgement

Generate gift acknowledgement correspondence from the Office of Philanthropy to send to Directors of Philanthropy

On a daily basis, generate letters for IRS and stock gifts, specifically

At year-end, generate giving statements for all donors, by primary donor community/site affiliation

Donor Correspondence

Liaise with Directors of Philanthropy regarding tribute (memorial or honor) gifts

Inform families of memorial or honor gifts through written correspondence within a set timeframe for all Covenant Living communities and locations

Entry-Level Database Management

Input new prospects and constituent records

Update existing records with middle names, initials, and other

Update records of constituents who have passed away

Switch primary and relationship constituents within records

Merge duplicate constituent records, while maintain all existing information

Update constituent addresses as informed

Maintain the integrity and health of the data

Provide entry-level analytics within donor database

Assist in developing simple queries and reports, to support the Form 990 and other efforts

Verify accuracy and promote continuing education around the database

Communicate with Directors of Philanthropy to answer questions

Other

Support the Regional Director with other administrative projects, as needed

Support the Philanthropy Project Manager with monthly credit cards reconciliations

Assist with monthly gift processing audits and reconciliations for Director of Philanthropy gift processing entries

Provide support by contacting customer service with outstanding questions and cases

Handle confidential and/or sensitive information with high level of discretion

Other duties as assigned

EDUCATION AND WORK EXPERIENCE:Education:
Bachelor’s degree preferred, or an equivalent of education plus experience.

**Experience**:
This position requires a minimum of one year’s experience providing support in a fast-paced organization, with a preference for two years of development or fundraising administrative experience in a non-profit organization or related experience is preferred

COMPETENCIES:
Accountability - Ability to accept responsibility and account for his/her actions.

Adaptability - Ability to adapt to change in the workplace.

Autonomy - Ability to work independently with mínimal supervision.

Communication, Written - Ability to communicate in writing clearly and concisely.

Constituent Focus - Ability to understand the viewpoint and objectives of internal and external constituents.

Ethical Decision Making - Ability to demonstrate conduct conforming to a set of values and accepted standards.

Honesty/Integrity - Ability to be truthful and be seen as credible in the workplace.

Relationship Building - Ability to effectively build relationships and maintain rapport with internal and external constituents.

Roles Specific Competencies:
Customer Success - As a customer advocate build strong relationships with our customers, understanding their needs and ensuring their success with our platform. Promote increased adoption and expansion of our solutions within customer organizations.

Continuous Improvement - Advocate for and implement a culture of continuous learning and improvement within the team. Drive initiatives that improve customer satisfaction and team efficiency.

Account Strategy - Define and execute strategies to drive customer retention and renewal, contributing directly to our growth objectives.

Cross-Functional Collaboration - Collaborate with other departments to align on company goals, relay customer feedback, and ensure a unified customer experience.

Additional Experience:
At least one year of demonstrated expertise with Blackbaud’s RE database, RE NXT Pro, eTapestry, or other donor database or customer relationship management platform

Experience with Crescendo Interactive is a plus

Possess strong oral and written communication skills and exceptional computer skills; fluency in Microsoft Office (Word, Excel, PowerPoint, etc.) is essentia



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