Philanthropy Gift and Database Coordinator

at Covenant Living Communities in Skokie, Illinois, United States

Job 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
Check the CovLiving Giving and Gift Processing email accounts every morning, and within a set timeline, complete the following:
1) Commit all standard gifts and pledges into Raiser's Edge (RE),
2) Save email backup in the daily Gift Processing folders on the shared drive, and
3) Archive emails in the cabinet folders for each community
Use flags and labels to mark progress on each email, in email inbox
Notify Philanthropy Operations or Directors of Philanthropy (DOP) of gifts to indicated community
Complete Gift Processing for all communities:
Process gifts (online gifts in the Giving inbox, community specific through Gift Forms in the Gift Processing email, and outliers, such as gifts through the Central Office) in in RE and RE NXT
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
Help maintain constituent and tribute records through Donors Services email
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
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

Bachelor's degree preferred, or an equivalent of education plus 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

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 minimal 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... For full info follow application link.

Covenant Living and CovenantCare at Home are equal opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, or any other characteristics protected by local laws, regulations, or ordinances.

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Job Posting: 11885277

Posted On: May 13, 2024

Updated On: Jun 12, 2024

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