Description

Job Title:             Advancement Services and Donor Relations Coordinator Status:                  Full Time Reports to:         Associate Director of Annual Fund Development   Summary: The Advancement Services and Donor Relations Coordinator oversees all aspects of gift/pledge processing and stewardship; database management/analysis and reporting; donor/prospect research and data entry; and appropriate donor recognition. In addition, this person provides administrative support to annual fund activities and events, and ensures high quality interactions with donors.  

Key Responsibilities

Gifts Processing and Stewardship: Research and implement gift processing and stewardship activities, including:

• Develop, document and implement best practices and procedures as they relate to gift processing
• Accurately process all checks, credit cards, stock gifts, recurring gifts and pledges, gifts- in-kind and other donations
• Accurately record all gifts and pledges in timely manner, providing tax receipts and acknowledgement letters to donors within a 7-day time frame
• Mail pledge reminders and assist with other thank-you cards, welcome packets, or other gift stewardship communications

  Complete Raiser’s Edge online training, beginning with RE Fundamentals, Communications, Fundraising, and Data Analysis; ultimately completing the RE Professional Certification   Maintain the Advancement database (Raiser’s Edge) with integrity and according to industry best practices and standard compliance with non-profit regulations   Database Management/Analysis and Reporting: Ensure the database is accurate, accessible, and use adheres to appropriate policies/procedures Document database procedures and provide staff training to maximize database utility Manage contact records and edit data fields to support Advancement office activities Analyze and utilize data for strategic initiatives developed to maximize philanthropic support Support prospect research utilizing Wealth Engine and other web tools Provide weekly report of all gifts to Director of Advancement and Associate Director of Annual Fund Development   Provide monthly financial reports for gift reconciliation with Finance Department     Provide event and appeal final reports and update database as appropriate   Fundraising and Donor Stewardship: In coordination with Associate Director of Annual Fund Development, assist with annual fund events management; including the fall gala, spring 5K and golf tournament   In coordination with the Communications Director, compile and manage appropriate mailing and email lists for solicitation, events, and donor stewardship activities   In coordination with all Advancement staff, work closely to report to donors on the use of gifts, arrange meetings between donors and beneficiaries, and stewardship events, when appropriate   In coordination with the Director of Advancement, assist with the planning, implementation and follow up for Community Advisory Board events and activities   Assist with scheduling important solicitation contacts and visits; assist with entry of visit report information into the database, as needed   Research and prepare pre-solicitation reports containing donor specific information to help VIA representatives’ approach key prospective donors, as needed   Assist in the development of Advancement team presentations, spreadsheets and other documents, as needed   Provide exemplary customer services to internal and external constituencies, and consistently demonstrate commitment to a culture of philanthropy throughout the organization    

   

Skills Required

Demonstrated understanding of and appreciation for the development process, specifically including stewardship, donor relations, research, and prospect management   Demonstrated computer skills and database management (such as Excel, Raiser’s Edge, other CRM tools)   Ability to write and speak clearly, concisely, and persuasively and strong organizational skills Excellent attention to detail, both with documents and with event preparation Ability to collaborate frequently and effectively with other staff in support of the VIA mission Ability to maintain a proper level of confidentiality with donor and data information