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Position Summary:
The Database and Gift Processing Specialist is responsible for administration of the CRM donor database data/gift entry and acknowledgment managing and maintaining the integrity and accuracy of private donor information and is the point of contact for the reconciliation of all contributions with Finance. They will also provide tactical solutions for implementation of tasks related to the database.
Specific Tasks:
Database Entry and Gift Processing
Track and process all gifts from a variety of sources
Enter donations into the database on a daily basis
Oversee and maintain database records
Work with the finance team to ensure all donations are processed and recorded appropriately
Set up pledges and matching gifts on donor records in database
Coordinate and issue pledge reminders/invoices
Reconcile gifts monthly with the finance department
Data Audit and Maintenance
Maintain the overall integrity of the donor database
Maintain accurate and current donor data that effectively tracks key information and cultivation/solicitation activities
Update database specifically donors with current address title and bio information
Create and manage ongoing data hygiene processes
Execute deduping of duplicate database records
Create and generate various dashboard/income reports
Perform queries and generate various lists as requested for events mailings or eappeals
Develop and maintain written standard operating procedures for all processes related to the database
Donor Acknowledgment
Prepare and generate timely acknowledgment letters related to donations pledges tribute gifts bequests matching gifts
special appeals stock gifts donor events restricted gifts etc.
Track pledges
Execute mailings including welcome packets thank you letters cards and fundraising appeals as needed
Manage Tributes Program
Communicate with incoming inquiries
Develop and monitor budget line
Assist in creating brochures website wording
Process requests for and ensure the installation of tiles
General Fundraising Support
Respond to external inquiries and donor correspondence by email mail and phone in timely manner
Provide support to Senior Management as required
Submit annual reports and financials to nonprofit rating agencies (Charity Navigator GuideStar)
Support the finance department during the annual audit
Handle other data entry requests/projects from Development staff as assigned
Participate in special projects and team/staff meetings
Interview recruit and train volunteers who help with database cleanup and other tasks in the department
Other related responsibilities as necessary to accomplish Department objectives and as assigned by the Chief Development Officer e.g. conduct private tours for prospects and donors. Steward and develop donors as assigned. Oversee the production
of complex mail mergers name tags event RSVPs.
Supervisory Responsibility
Delegate projects to the Development department assistant and volunteers
Equipment Used: Computer copy/fax machine golf cart printer scanner telephone twoway radio
Qualifications:
MINIMUM EDUCATION/CERTIFICATION REQUIRED: Bachelors degree.
MINIMUM EXPERIENCE REQUIRED:
Three years of experience with a CRM donor software program and knowledge of gift batching importing reporting
and merging. DonorPerfect (SofterWare Inc. experience preferred.
Experience working at a nonprofit in a development fundraising capacity.
Strong experience and confidence in working and communicating with donors and highnetworth individuals.
Sound judgment in maintaining the strictest of confidentiality of donor information.
Enthusiastic imaginative energetic and creative approach with a can do attitude.
Commitment to the mission of The Living Desert.
OTHER: Must hold a valid California drivers license and be insurable on The Living Deserts automobile policy.
Specific Skills:
Understanding of basic principles of Development.
Excellent computer and data management skills including proficiency with Microsoft Office technology (including Word Excel
Outlook and PowerPoint).
Proficiency with constituent relationship management system databases. DonorPerfect (SofterWare Inc. experience
preferred.
Strong data entry skills and ability to process a high volume of donations on a daily basis.
Ability to work effectively on multiple projects and meet deadlines.
Ability to work collaboratively across teams and be handson with the performance of a variety of assigned tasks.
Flexibility to adapt to changing priorities and new responsibilities within a growing program and willingness to handle projects
outside of standard responsibilities.
Outstanding organizational skills and attention to detail.
Effective written and spoken communication skills with the proven ability to craft donor correspondence.
Ability to respond to and handle problems in a positive serviceoriented manner.
Ability to work with others in a team setting.
Work in a small department where handson participation is needed.
Physical Position Description:
ESSENTIAL PHYSICAL TASKS: Sitting at a workstation for long periods of time; working on a computer for long periods of time standing walking sitting bending twisting reaching motions; occasional carrying items weighing up to 25 pounds; driving a golf cart safely with guests. Able to stand/walk for extended periods of time occasionally related to event participation.
TYPICAL WORKING CONDITIONS: Working in an office environment no unusual exposures; occasional working outdoors in extreme heat or moderate cold for periods of time.
HOLIDAY/EVENING WORK: Occasional need for holiday/evening work for special events.
TRAVEL: Occasional local travel may be required.
Required Experience:
Unclear Seniority
Full-Time