drjobs Database and Gift Processing Specialist

Database and Gift Processing Specialist

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1 Vacancy
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Job Location drjobs

Palm Desert, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Fulltime
Description


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


Requirements

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.


Salary Description
$25.00/hr

Required Experience:

Unclear Seniority

Employment Type

Full-Time

Company Industry

About Company

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