Job title: Gift Administrator and Prospect Researcher
Job classification: Staff/ Non Exempt / Full Time/ 12 months
Reports To: Assistant to the Director of Development
Desired position start date: January 15, 2018
This position has shared areas of responsibility. The work product covers both Gift Administration and Prospect Research.
Major areas of responsibility as Gift Administrator: Ensure that all gift donations are accurately recorded, and acknowledged according to best practices established by the department and the school’s Business Office. Reporting to the Assistant to the Director of Development, the position will handle and prioritize all day-to-day gift-processing activities including but not limited to gift data entry, acknowledgment, receipting, and reporting for the Alumni and Development Office. It will call upon a detailed oriented professional to be willing to ask questions and think outside of the box to help create the most effective and meaningful donor relationship development.
Major areas of responsibility as Prospect Researcher: Work in collaboration with other staff members to apply advancement research and technical resources to inform, enhance and direct fundraising activities. He or she will proactively participate in all aspects of the donor research, ensuring accurate database content, integrity and utility of managing facets of data entry, and coordinates data mining. To implement data mining techniques for prospect research and in order to advance the mission of the department.
The ideal candidate should possess the skills to work in a fast-paced office environment and the desire to work as part of a team.
Process and acknowledge all gifts (including on-line) in a consistent, accurate and timely manner. Interact with 3rd party payment processors for first time and reoccurring gifts.
Provide daily reporting of all donations to designated people within and outside of the department.
Work closely with the Database Administrator to insure data integrity.
Work closely with members of the Business Office on gift reporting and ensure successful annual audit. Maintain a strong professional relationship with the Business Office staff.
Create and distribute all tax receipts for charitable donations. Be aware of IRS requirements.
Respond and answer donor related questions.
Generate lists and reports as requested.
Serve as a part of a team assigned to prospect research by identifying, collecting, organizing, analyzing and disseminating information on key stakeholders, groups and issues of strategic importance with the utmost attention to confidentiality and sensitivity of that information.
Safeguard the confidentiality of constituent records, adhering to the Family Educational Rights and Privacy Act (FERPA), the Donor’s Bill of Rights and the Association of Fundraising Professionals (AFP) Ethical Principles and Standards.
Utilize various resources such as WealthEngine, FindWealth, BurrellesLuce, Alumni Finder, LinkedIn, iWave, and Lexis-Nexis to identify major gift prospects and prepare detailed and up-to-date research briefing reports for development and senior staff. Conduct screenings, review and refine data, and update database with mined data.
Prepare event briefings as needed by school leadership.
Participate in training opportunities to bring new prospect data and research services and methods to the Alumni and Development Office.
Participate in Development team activities including staff meetings, special events, and school community activities as they arise.
2+ years of gift administration and/or prospect research experience preferred.
Ability to analyze financial data and related business information.
Excellent written and verbal communication skills.
Computer proficiency including but not limited to G Suite, AODocs, Raiser’s Edge, internet research, and other data management/data integration and research tools.
Must be highly organized, self-motivated, work independently, and able to prioritize.
Must be accurate, detail oriented, dependable, flexible and highly sensitive to confidential information.
Ability to become proficient with data mining, wealth identification, screening and other prospect programs. Experience with databases and data management principles.
Collaborative and results-oriented approach with a customer service mindset.
Experience in education, fundraising, and data management experience preferred.
Must be willing and available to work occasional evenings and weekends in support of department wide initiatives.