Philanthropy Associate, Data Management
4 weeks ago
The Philanthropy Associate reflects the mission, vision, and values of NM, adheres to the organization’s Code of Ethics and Corporate Compliance Program, and complies with all relevant policies, procedures, guidelines and all other regulatory and accreditation standards.
The Philanthropy Associate performs a critical role on Northwestern Memorial Foundation’s (NMF) fundraising team. They are responsible for working with NMF managers, directors, vice presidents and other NMF team members to administer and coordinate activities and initiatives, completing projects as assigned.
NMF raises funds to support the health system’s strategic goals to deliver exceptional care and experience, advance and extend medical science and knowledge and enhance people, culture and resources through: (1) raising planned, principal and major gifts, (2) cultivating and stewarding donors, and (3) fostering a culture of philanthropy at NMHC.
Responsibilities:
Administer and coordinate philanthropy projects supporting fundraising programs. Those projects may include, but are not limited to: work plan development/implementation, requirements analysis, budgets, resource identification and allocation, solution development, information distribution, meeting facilitation, rollout strategies and overall performance reporting;
Develop and maintain productive and professional relationships with donors, prospects, volunteers, vendors and team members, serving as a link between multiple parties and entities.
Effectively handle or escalate problems that arise within the project team or issues with donors, and implement mitigation strategies as needed to achieve the desired results;
Prepare and/or execute effective and efficient communication mechanisms which enable continuous exchange of project status, ideas and information, project developments among team members, NMHC Executives (project sponsors); donors, volunteers, vendor partners and others as appropriate;
Create and execute project work plans, revising as appropriate to meet changing needs and requirements;
In partnership with a manager, program director, director or vice president, utilize project management tools to ensure accuracy for philanthropy project planning, procurement and budgeting;
Research and develop internal and external communications including presentations, speaking points, correspondence and other written materials;
Participate in professional development opportunities to continuously strengthen leadership capabilities;
Represent and provide support for NMF at appropriate events related to donor cultivation, stewardship and fundraising activities. This includes interactions with various levels of donors and constituents, both internally and externally;
Respond to unanticipated complex issues as well as manage critical and confidential information;
Utilize meaningful metrics to assess outcomes and achieve goals;
Exemplify the NMHC values of patients first, integrity, excellence and teamwork;
Perform other duties as assigned.
ADDENDUM
The Philanthropy Associate, Data Management (Annual Giving Program), serves as an expert in Northwestern Memorial Foundations customer relations management (CRM) platform, primarily supporting the Annual Giving Program
Responsibilities:
Perform complex analysis, reporting, and data manipulation to support the annual giving direct response program with their solicitations and stewardship (direct mail, email, phone) communications.
Generate custom reports inaccessible within a standard database configuration.
Collaborate closely with the Annual Giving Team and Donor Communications, attending meetings to understand appeal goals and objectives.
Responsible for pulling reports, cleaning data to NM hygiene standards, and ensuring the accuracy of the data needed for the execution of annual giving appeals.
Optimize resources for efficiency and accuracy while coordinating data needs for multiple projects occurring simultaneously.
Proactively engage in process improvement initiatives and seek assistance as needed.
Collect, maintain, and import donor data for Annual Giving Program
Maintain and update donor information in the database to ensure data accuracy and integrity.
Establish and implement standards to streamline processes and minimize errors.
Regularly audit database records and reconcile discrepancies to uphold data quality.
Cultivate a sound understanding of NMF’s annual giving program and industry standards for donor segmentation and outreach best practices.
This position reports to the Program Director, Data & Gift Administration
Preferred qualifications:
Nonprofit experience
Annual Giving experience
Experience with MS Dynamics, Raiser’s Edge or other CRM systems
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