Development & Executive Assistant / Raiser's Edge Specialist

2 weeks ago

Davis, United States YoloCares Full time

Job Type Full-time, TemporaryDescriptionThis position supports the agency's Senior Leadership Team, Development Operations, and the Board of Directors through a wide variety of responsibilities that include, but not limited to, managing staff at the agency's front desk, scheduling meetings, preparing for Board meetings, managing the donor database, participating in event planning, performing and coordination clerical duties, and facilitating acknowledgment letters for donations. ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES Gift Processing, Donor Acknowledgement & Database Management Maintain overall database (Raiser's Edge) integrity and the accuracy of data imported and committed in the database. Enter donations/gifts with significant attention to detail; manage routine tasks; interpret and apply policies and procedures independently; use judgment and discretion when precedents don't exist. Enter gift data and receipt gifts in an accurate and timely fashion. Maintain Raiser's Edge database; ensure moves management and relationships are properly tracked in Raiser's Edge. Analyze gifts to determine the appropriate coding for each gift. Prepare and mail gift acknowledgement letters and other donor-related correspondence. Maintain and generate data reports from Raiser's Edge database. Assist in the preparation of mailing lists, email lists, appeal letters, newsletters, social media post text and website text. Assist in donor research and the preparation of donor stewardship reports. Engage in direct contact with clients, donors, community partners, and vendors in person, by telephone, and/or e-mail. Gift Reconciliation and Reporting Perform monthly gift reconciliation process. Researches and analyzes anomalies; appropriately escalates findings to the Director of Community Programs and CFO. Collaborates with others to resolve all discrepancies. Produces a draft of the reconciliation report and, with review and approval from the Gift Processing Specialist. Event/Meeting Support Assist in supporting the planning and execution of in-house and off-site events. Process and track invoices related to development activities and events. Scheduling & Administrative Support Manage scheduling needs for executive staff and CEO. Coordinate calendars for internal and external clients for one-off and recurring meetings and appointments. Manage the logistics and scheduling for key meetings including Board meetings and quarterly all-staff meetings. Manage travel details, including flight and hotel reservations, for Senior Staff. Provide technical support for in-person and virtual meetings. Provide administrative support by taking minutes, preparing meeting materials, and following up on action items. Coordinate meals as necessary. Board Support Serve as a primary contact (on behalf of the CEO) for the Board of Directors. Coordinate all Board-related meetings. Attend all Board meetings and Board Committee meetings to take meeting minutes and to follow-up on action items after each meeting. Compile Board meeting materials including previous minutes, department reports, and agendas . . . and email to Board in a timely manner. Maintain Board member files, update annual paperwork as needed. Exercise confidentiality when handling sensitive or personal information. General Support Provide general office support for YoloCares Senior Team; answer phones, organize and maintain files, track and organize contracts, and maintain records. Assist in the preparation of meeting agendas, memos, presentations, and correspondence; completes a variety of non-routine assignments; Coordinates busy and shifting office calendars including scheduling and coordinating meetings, and attends meetings for the purpose of recording, preparing and distributing minutes and reports; processes confidential and sensitive information. Requirements Bachelor's degree preferred and/or relevant experience in a nonprofit environment.Three years of philanthropic gift-processing experience. Experience using Raiser's Edge database system or a similar relational donor database. Ability to gather, compile and analyze data to make decisions regarding gift entry and assigning tax credits. Excellent interpersonal communications skills to be able to effectively communicate with internal and external constituents; and an ability to communicate effectively with high-level constituents (Board members, donors, healthcare CEOs, etc.). Excellent written and verbal communication skills. Strong organizational abilities. Must be able to multi-task and work well under pressure. Team oriented. Proficient in Microsoft Suite (i.e. Excel, Word, PowerPoint), Outlook, and Raiser's Edge. Salary Description $65,000 to $72,000

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