Manager - Philanthropy Operations
Company Description Holy Cross Hospital in Fort Lauderdale, Florida is a full-service, non-profit Catholic hospital, sponsored by the Sisters of Mercy and a member of Trinity Health.
Job Description Job Description Hybrid Position ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Manages and maintains the overall integrity and quality of the Blackbaud CRM donor database including regular data improvement, enforcement of database business processes and management of code values, business rules and other functions of the database.
Oversee donor systems for prospecting, research, and pipeline development.
Participate in aspects of the moves management cycle, including identifying, qualifying, and cultivating, soliciting, and stewarding potential leadership and major gift donors.
Develop a prospecting system to maintain and track prospective major donors.
Maintain and manage fundraiser portfolios.
Use systems and software to qualify, track and cultivate donors and prospects, including donor database and wealth screening tools.
Track and report progress using specific metrics.
Ensure solicitors have portfolios and viable prospects are assigned.
Provide solicitor reports.
Provide research reports, narratives, and spreadsheets about donors or corporate groups.
Utilize data analysis tools and platforms to provide trend analysis, donor behavior indications and other statistical information to strengthen campaign and donor performance across all fundraising initiatives.
Creates and maintains user documentation in connection with all analysis and data segmentation and selections to ensure consistency, efficiency and accuracy.
Develops and maintains queries/exports for events, direct mail appeals, communications and projects.
Works with colleagues to gather report requirements and ensures proper testing and validation.
Create queries and exports to build segmented reports and communications, donor recognition lists, and high-level reports.
Create and tailor financial reports into requested formats with regular communication with Finance departments.
Responsible for PeopleSoft data entry and reporting while ensuring proper use of restricted donor funds.
Responsible for gift processing / batching of all pledges/gifts in an accurate and timely manner with daily, weekly, monthly reporting.
Responsible for all data entry including but not limited to updating and creating Proposals, Actions, and Constituent Records.
Provide stewardship by ensuring accurate and appropriate communication with donors regarding pledges and giving history.
Assist in development, execution and management of annual giving program.
Assist in the development of collateral material pertaining to annual giving.
Develop calendar and content for direct mail and email appeals.
Maintain content and data for all materials, including direct mail appeals, campaign-specific, and project-specific solicitation materials.
Manage fundraising pages and presentations on the website and in print publications.
Oversee annual fund campaigns such as the end-of-year direct mail appeal and others as assigned.
Provides support and training in use of the application, including orientation for all new staff and specialized training in response to changing roles, business processes and database functionality.
Serve as the in-house expert for donor database, providing training, support, and troubleshooting.
Assists in development of system planning, testing and conversion procedures for development office databases including, but not limited to database mapping, gift and code tables clean-up and consolidation, and reporting procedures always ensuring accuracy and integrity of the database.
Track funding proposals and reports, and supplementary materials to ensure deadlines are met.
Assist with annual budget preparation and projected revenue.
Assist with the strategic development plan as needed.
REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATION/LICENSURE Education:
Bachelor's degree required with preference in data management, computer science, accounting/financial management, or related field or equivalent experience.
Experience:
3-5 years' experience in data analytics, reporting and database management.
Blackbaud, CRM, Raiser's Edge, BBIS, NXT, data modeling and wealth screening programs preferred.
Experience with online fundraising platforms.
Advanced computer skills, particularly using relational databases, especially Blackbaud products.
Experience with creating and customizing financial and donor reports.
Strong analytical and reporting skills, including expertise in the modeling and analysis of data.
Proficiency in Microsoft Office products, especially Excel, Pivot Tables, and Word.
QualificationsAdditional Information All your information will be kept confidential according to EEO guidelines.
Recommended Skills Analytical Business Processes Communication Data Analysis Data Entry Data Management Estimated Salary: $20 to $28 per hour based on qualifications.
Job Description Job Description Hybrid Position ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Manages and maintains the overall integrity and quality of the Blackbaud CRM donor database including regular data improvement, enforcement of database business processes and management of code values, business rules and other functions of the database.
Oversee donor systems for prospecting, research, and pipeline development.
Participate in aspects of the moves management cycle, including identifying, qualifying, and cultivating, soliciting, and stewarding potential leadership and major gift donors.
Develop a prospecting system to maintain and track prospective major donors.
Maintain and manage fundraiser portfolios.
Use systems and software to qualify, track and cultivate donors and prospects, including donor database and wealth screening tools.
Track and report progress using specific metrics.
Ensure solicitors have portfolios and viable prospects are assigned.
Provide solicitor reports.
Provide research reports, narratives, and spreadsheets about donors or corporate groups.
Utilize data analysis tools and platforms to provide trend analysis, donor behavior indications and other statistical information to strengthen campaign and donor performance across all fundraising initiatives.
Creates and maintains user documentation in connection with all analysis and data segmentation and selections to ensure consistency, efficiency and accuracy.
Develops and maintains queries/exports for events, direct mail appeals, communications and projects.
Works with colleagues to gather report requirements and ensures proper testing and validation.
Create queries and exports to build segmented reports and communications, donor recognition lists, and high-level reports.
Create and tailor financial reports into requested formats with regular communication with Finance departments.
Responsible for PeopleSoft data entry and reporting while ensuring proper use of restricted donor funds.
Responsible for gift processing / batching of all pledges/gifts in an accurate and timely manner with daily, weekly, monthly reporting.
Responsible for all data entry including but not limited to updating and creating Proposals, Actions, and Constituent Records.
Provide stewardship by ensuring accurate and appropriate communication with donors regarding pledges and giving history.
Assist in development, execution and management of annual giving program.
Assist in the development of collateral material pertaining to annual giving.
Develop calendar and content for direct mail and email appeals.
Maintain content and data for all materials, including direct mail appeals, campaign-specific, and project-specific solicitation materials.
Manage fundraising pages and presentations on the website and in print publications.
Oversee annual fund campaigns such as the end-of-year direct mail appeal and others as assigned.
Provides support and training in use of the application, including orientation for all new staff and specialized training in response to changing roles, business processes and database functionality.
Serve as the in-house expert for donor database, providing training, support, and troubleshooting.
Assists in development of system planning, testing and conversion procedures for development office databases including, but not limited to database mapping, gift and code tables clean-up and consolidation, and reporting procedures always ensuring accuracy and integrity of the database.
Track funding proposals and reports, and supplementary materials to ensure deadlines are met.
Assist with annual budget preparation and projected revenue.
Assist with the strategic development plan as needed.
REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATION/LICENSURE Education:
Bachelor's degree required with preference in data management, computer science, accounting/financial management, or related field or equivalent experience.
Experience:
3-5 years' experience in data analytics, reporting and database management.
Blackbaud, CRM, Raiser's Edge, BBIS, NXT, data modeling and wealth screening programs preferred.
Experience with online fundraising platforms.
Advanced computer skills, particularly using relational databases, especially Blackbaud products.
Experience with creating and customizing financial and donor reports.
Strong analytical and reporting skills, including expertise in the modeling and analysis of data.
Proficiency in Microsoft Office products, especially Excel, Pivot Tables, and Word.
QualificationsAdditional Information All your information will be kept confidential according to EEO guidelines.
Recommended Skills Analytical Business Processes Communication Data Analysis Data Entry Data Management Estimated Salary: $20 to $28 per hour based on qualifications.
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