Database and Gift Processing Specialist

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 “de-duping” of duplicate database records 

• Create and generate various dashboard/income reports 

• Perform queries and generate various lists as requested for events, mailings or e-appeals

• 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 clean-up 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, two-way radio

Requirements

Qualifications: 

MINIMUM EDUCATION/CERTIFICATION REQUIRED: Bachelor’s 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 high-net-worth 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 driver’s license and be insurable on The Living Desert’s 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 databas