Philanthropy Associate

SUMMARY

The Philanthropy Associate has primary responsibility for management of the philanthropy database, Donor Perfect, to ensure its optimum use in helping manage donor and prospect relationships. In addition, the Associate will manage Pay Pal and assist with Constant Contact as assigned. The Associate collaborates with the team in developing individualized cultivation, solicitation and stewardship strategies. The Associate interacts regularly with the Board of Directors, donors, and other external constituents. The Associate also provides administrative and clerical support for the team.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• Maintains database files and records including those used to track contributions and volunteers; ensures accuracy of donor data and mailing lists
• Determines the category designation of gifts and pledges in Donor Perfect and in additional department database systems
• Ensures constituent records including gifts are accurately recorded
• Enters general information into department database systems, including volunteer data, contact records, event information, etc.
• Oversees database upgrades and utilizes continuing education opportunities as needed
• Designs and runs reports to support all aspects of fundraising, i.e. individuals, foundations, churches and organizations, businesses, etc.
• Generates reports of fundraising progress and results, as often as necessary for departmental needs.
• Analyzes data to identify patterns of giving and makes recommendations of potential major gift prospects
• Performs research on donors and donor prospects and makes recommendations regarding cultivation, solicitation, and stewardship strategies
• In collaboration with Director, writes acknowledgment letters and ensures timeliness of acknowledgment process, including for event sponsorships
• Handles donor inquiries both over the phone and in-person, including agency-wide in-kind donation inquiries
• Coordinates with staff, volunteers, printers, mailing houses, and other vendors to produce and execute mailings of invitations, annual reports, fundraising appeals, newsletters, and other information materials.
• Develops and maintains automated system for monthly, quarterly, and annual giving
• Manages online event registrations and guest lists through PayPal or various third party transaction sites
• Reconciles gift records with Finance Department; maintains advancement budget reports (budget versus actual) and tracks advancement/fundraising expenses. Reconciles advancement expenses with Finance Department.
• In collaboration with Philanthropy team members, ensures production of collateral such as event programs, invitations, letterhead, etc.
• Collaborates with the Advancement Team to coordinate the planning and implementation of events, to include the annual benefit gala, and other events as necessary. Assists with set-up, attendance at, and staffing of all events.
• Provides administrative and clerical support to the team, as well as for short-term projects that arise.
• Other duties as assigned.

QUALIFICATIONS   To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

A Bachelors degree is required with a minimum of two (2) years of experience in advancement or a related field.  Two (2) years experience in a similar position is preferred.

Strong technical and database management skills with proven ability to make independent decisions. Knowledge of Donor Perfect, Constant Contact and Pay Pal a plus. Highly organized and detail-oriented, and skillful at establishing priorities. Strong interpersonal skills and ability to represent agency publicly.