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    Database and Prospect Research Coordinator - Nashville, United States - Center for Nonprofit Management

    Center for Nonprofit Management
    Center for Nonprofit Management Nashville, United States

    Found in: Talent US C2 - 5 days ago

    Default job background
    Full time
    Description

    Job Responsibilities

  • Maintains integrity of data in the fundraising database, including oversight of gift entry, to support activities of prospect and donor screening, review, and prospect mining.
  • Executes key elements of the stewardship program, including oversight of donor acknowledgment letters and tax gift receipts.
  • Effectively manage a small stewardship portfolio, professionally communicating with donors and other stakeholders in a manner that deepens affinity.
  • Responsible for all philanthropic reporting functions for the purpose of tracking and evaluating the fundraising program performance.
  • Under direction from the Director, Mission Advancement, prepares lists for annual fund outreach and solicitation.
  • Conduct prospect research to support growing the major gifts and annual giving programs.
  • Prepares and provides collated research briefings for all potential donors, charitable foundations, and corporate philanthropy.
  • Produces regular weekly and monthly reports with written interpretation and recommendations for follow-up, to enable stewardship and ongoing solicitation.
  • Identifies problems with database architecture related to data entry and reporting function and makes recommendations for improvements, working with the Director, Mission Advancement, IT department, consultants, and developers.
  • Manages all imports and exports of data.
  • Assists with planning and implementation of prospect management research procedures.
  • Maintains tools to track and report progress toward individual and team development goals.
  • Provides support as needed for all development staff in prospect and donor activity and documentation in the database to ensure up-to-date profiles.
  • Ensures that comprehensive donor information is entered to benefit the organization's fundraising and communications efforts. Troubleshoots technical issues. Evaluate needs and make recommendations for upgrades, fixes, plug-ins, etc.
  • Communicates regularly with volunteer management staff to ensure prospect and donor information in the development database includes appropriate volunteer activities.
  • Stays abreast of best practices in fundraising data management and reporting and provides intelligence on new trends.
  • Maintains records and schedules for donor reporting requirements, including gift agreements and naming opportunity agreements.
  • Creates prospect and donor reports for Board and committee meetings, per established schedule.
  • Assists with content for annual report, and identification of donors to be included and recognized at special events and programs.
  • Under direction from the Director, of Mission Advancement, updates internal policy and procedural documents as needed to reflect changes in the organization's operations.
  • Maintain accurate donor/solicitation records according to agency guidelines, using the database(s) provided by the agency and within the agency's time frame.
  • Actively participate in supervision sessions, periodic team meetings, and training.
  • Performs other duties as assigned.

    • Qualifications

    Education and/or Experience

  • Bachelor's degree in marketing/communications or related field.
  • Working knowledge of professional fundraising and best practices.
  • Familiarity with research techniques for fundraising prospect research.
  • Proven experience with database management, prospect management, and report preparation.
  • Demonstrated skill in managing multiple priorities and projects on very tight deadlines, with a proven ability to multi-task with a high sense of purpose and urgency.

    • Additional Skills or Requirements

  • Strong oral and written communication skills.
  • Effective interpersonal skills with the ability to confidently meet and talk with donors face to face, and to collaborate in a team-oriented approach to achieve results.
  • Must be detail-oriented and able to prioritize workflow and work independently.
  • Proficient with Microsoft Office applications, and Salesforce database, including the ability to create standardized and customized queries and reports analyze data, identify trends, and make recommendations for process improvements.
  • A current driver's license is required. Ability to legally operate a motor vehicle and provide own transportation.
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