Philanthropy Gift and Database Coordinator - Skokie, United States - Covenant Living

Covenant Living

Verified Company

Skokie, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

We Are Inspired to Serve. Join us This role is responsible for providing support to the Philanthropy Department of Covenant Living Communities & Services. The position is accountable for providing gift-processing assistance, acknowledgement letters, database maintenance, and donor-related administrative support.

Entry-Level Gift Processing
1) Commit all standard gifts and pledges into Raiser's Edge (RE),
Notify Philanthropy Operations or Directors of Philanthropy (DOP) of gifts to indicated community

Complete Gift Processing for all communities:
For ancillary gifts, commit payroll deductions twice a month, recurring monthly bills by the 15th of each month
On a weekly basis, communicate any "outlier gifts," challenges, or community setbacks to Philanthropy Operations
Upload gift backup and attachments into the Media tab, for past and current gifts
Communicate with Directors of Philanthropy to answer questions
Gift Acknowledgement

Generate gift acknowledgement correspondence from the Office of Philanthropy to send to Directors of Philanthropy

On a daily basis, generate letters for IRS and stock gifts, specifically
At year-end, generate giving statements for all donors, by primary donor community/site affiliation
Donor Correspondence
Liaise with Directors of Philanthropy regarding tribute (memorial or honor) gifts
Inform families of memorial or honor gifts through written correspondence within a set timeframe for all Covenant Living communities and locations
Entry-Level Database Management
Input new prospects and constituent records
Update existing records with middle names, initials, and other
Update records of constituents who have passed away
Switch primary and relationship constituents within records
Merge duplicate constituent records, while maintain all existing information
Update constituent addresses as informed
Maintain the integrity and health of the data
Provide entry-level analytics within donor database
Assist in developing simple queries and reports, to support the Form 990 and other efforts
Verify accuracy and promote continuing education around the database
Communicate with Directors of Philanthropy to answer questions
Other
Support the Regional Director with other administrative projects, as needed
Support the Philanthropy Project Manager with monthly credit cards reconciliations
Assist with monthly gift processing audits and reconciliations for Director of Philanthropy gift processing entries
Provide support by contacting customer service with outstanding questions and cases
Handle confidential and/or sensitive information with high level of discretion
Other duties as assigned

EDUCATION AND WORK EXPERIENCE:

Education**:
Bachelor's degree preferred, or an equivalent of education plus experience.

Experience:

This position requires a minimum of one year's experience providing support in a fast-paced organization, with a preference for two years of development or fundraising administrative experience in a non-profit organization or related experience is preferred

COMPETENCIES:

Accountability - Ability to accept responsibility and account for his/her actions.
Adaptability - Ability to adapt to change in the workplace.
Autonomy - Ability to work independently with mínimal supervision.
Communication, Written - Ability to communicate in writing clearly and concisely.
Constituent Focus - Ability to understand the viewpoint and objectives of internal and external constituents.
Ethical Decision Making - Ability to demonstrate conduct conforming to a set of values and accepted standards.
Honesty/Integrity - Ability to be truthful and be seen as credible in the workplace.
Relationship Building - Ability to effectively build relationships and maintain rapport with internal and external constituents.

Roles Specific Competencies:

Customer Success - As a customer advocate build strong relationships with our customers, understanding their needs and ensuring their success with our platform.

Promote increased adoption and expansion of our solutions within customer organizations.
Continuous Improvement - Advocate for and implement a culture of continuous learning and improvement within the team. Drive initiatives that improve customer satisfaction and team efficiency.
Account Strategy - Define and execute strategies to drive customer retention and renewal, contributing directly to our growth objectives.

Cross-Functional Collaboration - Collaborate with other departments to align on company goals, relay customer feedback, and ensure a unified customer experience.

Additional Experience:

At least one year of demonstrated expertise with Blackbaud's RE database, RE NXT Pro, eTapestry, or other donor database or customer relationship management platform
Experience with Crescendo Interactive is a plus
Possess strong oral and written communication skills and exceptional computer skills; fluency in Microsoft Office (Word, Excel, PowerPoint, etc.) is essential

Skills:

At