Database & Gift Entry Assistant

Reporting to the Director of Philanthropy, the Database & Gift Entry Assistant supports the cultivation and stewardship of donors by effectively managing and analyzing donor data. This person is the donor database “power user” and in-house expert with a special emphasis on extracting information, maintaining constituent records, and maximizing use of data to increase donor giving and enhance stewardship. This position will also play a role in assisting with fundraising events and coordinating tasks performed by office volunteers.

EDUCATION AND QUALIFICATIONS:

 

•  Bachelor's Degree required.
• Minimum 2 years of fundraising experience or data entry experience, 5 years preferred.
• Previous experience in Raiser's Edge with demonstrated proficiency is preferred.

 

ESSENTIAL JOB RESPONSIBILITIES:

• Ensure that all mail, checks, and cash are processed in dual custody by at least two unrelated persons.
• Oversee the accurate entry and timely processing of donation data into the donor CRM database in a timely manner.
• Generate and disseminate personalized thank you letters, tribute acknowledgements, and gift receipts with a target of acknowledgement within two business days of receipt of donation.
• Maintain security of donations in all forms (cash, check, credit card, etc.).
• Manage and track in-kind donation requests, both internal and external.
• Maintain and update all donor contact information in the donor CRM database.
• Import patient and patient survivor records the electronic health records (EHR) system into the donor CRM database and link relationships accordingly.
• Maintain the utmost confidentiality of donor records.
•  Collaborate with Finance Department to ensure accounting of gifts are recorded in an accurate manner.
• Coordinate schedule of and direct tasks performed by office volunteers.
• Assist with distribution of quarterly Hearts for Hospice donor newsletter to first-time donors.
• Coordinate the implementation of donation appeal mailings on a cyclical basis with a third-party printing services company.
• Prepare materials for the Hearts for Hospice donor publication and provide them to the Public Relations team on a monthly basis, including list of recent donors and testimonials from survivors.
• Conduct research on assigned donors and compile donor profiles, as directed.
• Ensure accurate data entry of all personal communication with donors, such as call reports, special mailings, phone requests, etc.
• Maintain proper paper files for record keeping.
•  Coordinate off-site storage of donor records archives, as needed.
• Perform other tasks as assigned.
• SKILLS AND COMPETENCIES:
• Excellent organizational skills with strong attention to detail.
• Strong analytical and problem-solving skills
• Ability to thrive in a fast-paced, cyclical environment while managing multiple priorities within strict deadlines.
• Excellent verbal and written communication skills.
• Strong mathematical and computational skills and the ability to audit or proof one’s own work to ensure accurate calculations.
• Proficiency working with MS Office software applications, including Excel and Word.
• Ability to analyze large sets of data and produce reports.
• Ability to work independently, exercise discretion, diplomacy and use good judgment in performing all responsibilities.
• Strong oral and written communication skills with a strong customer service orientation, and the ability to articulately respond to donor calls and inquiries.
• Ability to maintain confidentiality of donor information and data.
• Demonstrated ability and desire to learn, apply and retain complex and detailed processes and procedures.
  

 

EEO Statement:

 

Gulfside Healthcare Services, Inc. is committed to Equal Employment Opportunity (“EEO”) and complies with all federal, state, and local laws that prohibit workplace discrimination and unlawful retaliation.

 

NOTE: All Gulfside Healthcare Services positions (except some Thrift Shoppe Positions) require an