Project Manager, Philanthropy
$75.86k - $115.48kCovenant Living
We Are Inspired to Serve. Join us!This mid-level role provides detail-oriented operational support for philanthropy, including financial reconciliation, reporting, gift processing, marketing, database and platforms management in a fast-paced environment. Serves as a key partner to the Strategy and Operations Director, provides guidance and support to the Gift Coordinator, and delivers system support, analytics, and project coordination for 23 fundraising sites while ensuring the accuracy, efficiency, and integrity of fundraising operations. Database Management
- Provide analytics within donor database
- Run queries and reports on a regular basis, and build new analytical reports
- Conduct weekly gift processing audits and reconciliations
- Provide user support by contacting CRM customer service with outstanding questions and cases
- Provide prospect research and basic portfolio analysis for Directors of Philanthropy
- Produce profiles for cultivation, solicitation, and stewardship purposes
- Complete Gift Processing for communities who are temporarily without a Director of Philanthropy, and for multiple communities during times of increased gift volume
- Perform accurate and timely data entry for gifts in eTapestry, RENXT or other database
- Generate gift acknowledgement correspondence from the Office of Philanthropy
- On a daily basis and at year-end, for recurring donations
- Journal key gift entries on a recurring basis:
- Employee payroll deduction donations
- Conduct deadline-driven variance analysis and reconciliation of philanthropic revenue, designated contributions, and key performance metrics across Raiser’s Edge NXT, payment platforms, and finance systems; resolve discrepancies, maintain data integrity, and deliver recurring financial reporting
- Update corporate online representation on several websites, including GuideStar, Charity Navigator, etc.
- Update and maintain online presence and representation for online giving platforms, such as YourCause, Benevity, Thrivent, etc.
- Act as liaison with Finance, including providing information on monthly credit card gift reconciliations
- Prepare annual community Form 990 reports for the corporate financial auditors
- Serve as a Marketing liaison; assist in monitoring campus collateral needs; communicate deadlines and proofread collateral drafts and documents
- Establish and keep a library of donor and recipient stories, photos, and other marketing elements
- Draft Crescendo planned giving newsletters, brochures and templates
- Maintain the calendar for collateral production and key events (i.e. annual gala events, etc.)
- Partner with the Operations Director to advance philanthropy by serving as a subject matter expert in gift processing, fundraising reporting, and IRS compliance; train and support Regional Leaders in guiding Philanthropy Directors during onboarding, leadership transitions, and with key operational needs; and develop and standardize forms, policies, procedures, and best practices that drive consistency and audit compliance
- Monitor and respond to the three Philanthropy mailboxes (Giving, Gift Processing, Donor Services), and the main Philanthropy phone line on a daily basis
- Upload files and maintain organization of documents onto Philanthropy SharePoint site
- Attend meetings when requested and take minutes for distribution
- Handle confidential and/or sensitive information with high level of discretion
- Participate in special work groups and projects as directed
- Fundraising certification a plus
- Minimum of one year’s experience providing support in a fast-paced organization.
- Two year’s of development or fundraising administrative experience in a non-profit organization (or related experience) is preferred.
- Minimum of one year of demonstrated expertise with Blackbaud’s RENXT Pro, eTapestry, or other customer relationship management (CRM) platform; RENXT Pro preferred
- Experience with Crescendo Interactive is a plus
- Experience in project management
- Up to 10% travel is required, by both car and plane
- 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 and remote 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
- Highly organized, with the ability to manage multiple projects, deadlines, and priorities simultaneously
- Strong analytical skills and the ability to identify, investigate, and resolve discrepancies across multiple systems and reports
- Demonstrated ability to compare complex datasets, perform audits, and ensure consistency between fundraising and financial systems
- Medical, dental and vision insurance
- Employer paid group term life and disability
- Paid Time Off (PTO) & six paid holidays
- 403(b) with a 3% employer match
- Fitness center use at most facilities.
- Various voluntary benefits:
- Life, AD&D
- Tuition assistance and scholarships
- Employee assistance program
- Legal services, home/auto insurance, discount purchasing program
- Pet Insurance
$82k - $95k
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