Charitable Contributions Support Specialist

2 weeks ago


San Diego, California, United States St. Vincent De Paul Village Full time
Job Overview

The Philanthropy Assistant II, Data and Analytics plays a crucial role in supporting the fundraising efforts of St. Vincent De Paul Village. This position is responsible for managing donor information and ensuring accurate data entry to facilitate effective philanthropy operations.

Key Responsibilities:
  • Donation Processing: Manage incoming donations by sorting and tallying contributions, collaborating with the Finance team for accurate gift deposits.
  • Data Management: Enter and maintain gift data in the fundraising CRM, ensuring adherence to data entry standards, including direct debit and grant gifts.
  • Constituent Relations: Update and manage constituent information as requested, ensuring confidentiality and sensitivity in handling donor data.
  • Customer Service: Provide exceptional support to staff and donors through various communication channels, addressing data-related inquiries promptly.
  • File Management: Organize and maintain donor files in accordance with established records management practices, ensuring easy access and compliance.
  • Training and Support: Offer guidance to new or less experienced staff and volunteers on office procedures and CRM usage, contributing to the development of policy guidelines.
  • Reporting: Generate and utilize reports to enhance the effectiveness of philanthropy operations.
  • Software Integration: Import gifts from event management software into the CRM, ensuring accurate data transfer.
  • Reception Duties: Serve as a backup receptionist, delivering high-quality customer service to both internal and external stakeholders.
  • Gift Acknowledgment: Assist in the acknowledgment and reconciliation of gifts to ensure donor appreciation.
  • Project Support: Collaborate with the Philanthropy team on various fundraising initiatives and events as needed.
  • Compliance: Complete all assigned training and adhere to organizational policies.
  • Additional Duties: Perform other responsibilities as assigned to support the overall mission.
Qualifications:
  • Associate's degree or equivalent experience.
  • 3-4 years of administrative experience in a related field.
  • Proficient in MS Office applications.
  • 1-2 years of experience with Raiser's Edge or similar fundraising CRM.
  • Ability to pass required background checks upon employment.
  • Valid driver's license and eligibility for insurance coverage.
  • Annual health screenings as required.


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