Donor Services Coordinator

Position Summary: This is an important function in our Donor Services team which serves the Jewish Federation by ensuring accurate and timely entry of data into the Federations donor database. This role is responsible for gift administration best practices and is expected to work closely with not only the Finance department but with Events Marketing and Fundraising teams

The Donor Services Coordinator will be the Jewish Federations primary point of contact regarding donor giving issues concerns and/or questions. This position is also responsible for coordinating administrative support for larger projects in collaboration with theProject Director with a focus on the timely resolution of crossdepartment donor account management problems.

Essential Duties and Responsibilities:

* Courteously and professionally handle overflow of donor givingrelated phone calls making sure that all incoming calls are answered in a timely manner.

* Provide necessary training to the Donor Services team so that the entire team is crossfunctional.

* Responsible for taking pledge and payment information over the phone working with FRD IT and Finance to research and analyze donor account issues and process adjustments and refunds according to company policies and procedures. This includes accurate and timely entry of data into the Jewish Federations donor database.

* Responsible for the accurate and timely entry of all data into the Jewish Federations CRM system.

* Creation and management of credit card installment agreements

* Document all Donor Services procedures and periodically review revise and enhance to increase productivity and efficiency.

* Monitor the receipt of new or updated constituent (donor) biographic demographic and nongiving information (via mail returns phone account services email etc. assigning as appropriate to ensure the timely and accurate entry into the Federations Blackbaud CRM system.

* Support all aspects of the Tribute process ensuring that all necessary data is captured recorded and cleansed before generating weekly Tribute letter batches which are then sent to the mailroom staff to print and send.

* Track and report on tribute gifts / ecards processed online.

* Monitor the receipt of all online and internal pledges and payments (including check lockbox telemarketing stock wire transfers DAF distributions recurring credit card payments etc..

* Liaise with the Finance team to answer questions resolve issues and provide necessary backup such that all transactions comply with FASB GAAP and IRS guidelines.

* Complete and submit New Fund Request Forms and journals as needed; provide training/assistance to FRD on the proper completion of required Restricted Gift Transmittal forms Internal Pledge forms and other required supporting documentation

* Review and reporting of all telemarketing gifts and payment tracking

* Contacting donors to secure payments for outstanding pledges.

* Complete the weekly gift acknowledgment process including email processing through Hubspot and mailing of thank you letters based on giving levels.

* Other duties as assigned.

* Strong project management problem solving and organizational skills

* Excellent customer services skills

* Advanced communication and interpersonal skills to professionally and courteously work with donors and their representatives internal clients and other Federation personnel

* Indepth knowledge of Jewish Federation policies and procedures regarding donor accounts and thorough understanding of gift administration best practices

* High level of comfort working in a computerized environment and multiple technology platforms including MS Office Blackbaud CRM Engaging Networks and other systems as needed.

* Experience with data extracts and working in databases.

* Accuracy in data entry with exceptional attention to detail

* Sufficient manual dexterity for operation of PC keyboard and other standard office equipment

Education & Training Requirements:

* 35 years of related experience in customer service and support with some higher education or specialized computer training

* Strong project management problem solving and organizational skills

* Excellent customer services skills

Overview

Jewish Federation of Greater Philadelphia offers a competitive compensation and benefits package including a hybrid work schedule medical dental vision prescription drug program life insurance generous paid time off and 403b retirement savings

program.

Our Mission

The Jewish Federation of Greater Philadelphia mobilizes financial and volunteer resources to address the communities most critical priorities locally in Israel and around the world.

Commitment to Diversity

We deeply value the diversity of insight perspective and experience brought by people from backgrounds typically underrepresented in Jewish institutions. This includes Black Latinx and Asian people Black Jews Jews of Color lesbian gay bisexual trans and gender nonconforming people and people with disabilities. We also welcome applications from people of diverse religious spiritual and cultural backgrounds.

The Jewish Federation of Greater Philadelphia offers an exceptional workplace culture incredible health dental and wellness benefits a retirement savings plan with employer match and generous paid time off.