Foundation Data Specialist

Baylor Scott & White Health

Dallas (TX)

On-site

USD 52,000 - 70,000

Full time

8 hours ago
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Job summary

Baylor Scott & White Health seeks a Foundation Specialist - Donor Database to maintain donor data and support the Foundation's development and financial needs. You will review and commit gift batches, and develop automation for queries and reports within the Donor Database.

Responsibilities include producing gift and campaign reports, pledges reconciliations, and ensuring accurate donor records for reconciliation with the general ledger; strong skills in Excel/Word and experience with Donor

Qualifications

  • Preferred knowledge and use of Raiser’s Edge software and/or fundraising.
  • Associate degree preferred at a minimum
  • Advanced skills in Word and Excel
  • Familiar with website solutions
  • Strong interpersonal, organizational and communication skills

Responsibilities

  • Assist in month-end and year-to-date Donor Database reporting for the close process
  • Assist accounting in monthly Donor Database pledge and contribution reconciliations
  • Monitor posting from Donor Database by reviewing work and recommending daily activity for posting to general ledger
  • Recommend and document needed adjustments to Donor Database
  • Assist in providing development with analytical reports including weekly gift reports, solicitor reports, mailing lists, campaign and event reports, etc
  • Assist in importing new constituents into the Donor Database. Produces pledge reminders as scheduled
  • Recommend and assist in Donor Database maintenance by identifying duplicate donors, change of addresses, etc.
  • Manage the processing of online donations from the website. Monitor content management database and ensure that all documentation is in the appropriate record.
  • Performs other position appropriate duties as required in a competent, professional and courteous manner.

Skills

Raiser’s Edge
Advanced Word and Excel
Interpersonal skills
Website solutions
Fundraising knowledge

Education

Associate degree
2+ years experience

Tools

Raiser’s Edge

Job description

Job Summary

This position is responsible for gifting quality and updating donor information (maintenance) in Donor Database to support the development and financial needs of the Foundation. This individual reviews and commits the gift batches in the Donor Database. The Foundation Specialist - Donor Database reviews the donor information entered by the gift associates and development daily. This position is back up for the Foundation Officer and Officer Sr – Donor Database on specific tasks as needed. The position develops and implements automation for Donor Database queries and reports.

Job Summary

This position is responsible for gifting quality and updating donor information (maintenance) in Donor Database to support the development and financial needs of the Foundation. This individual reviews and commits the gift batches in the Donor Database. The Foundation Specialist - Donor Database reviews the donor information entered by the gift associates and development daily. This position is back up for the Foundation Officer and Officer Sr – Donor Database on specific tasks as needed. The position develops and implements automation for Donor Database queries and reports.

Essential Functions Of The Role
  • Assist in providing month-end and year to date Donor Database reporting for the close process
  • Assist accounting in monthly Donor Database pledge and contribution reconciliations
  • Monitor posting from Donor Database by reviewing work and recommending daily activity for posting to general ledger.
  • Recommend and document needed adjustments to Donor Database.
  • Assist in providing development with analytical reports including weekly gift reports, solicitor reports, mailing lists, campaign and event reports, etc
  • Assist in importing new constituents into the Donor Database. Produces pledge reminders as scheduled.
  • Recommend and assist in Donor Database maintenance by identifying duplicate donors, change of addresses, etc.
  • Manage the processing of online donations from the website. Monitor content management database and ensure that all documentation is in the appropriate record.
  • Performs other position appropriate duties as required in a competent, professional and courteous manner.

The essential job functions as stated are intended to describe the general nature and level of work being performed by individuals assigned to this job. The stated job functions are not intended to be construed as an exhaustive list of all job responsibilities, duties and skills required of personnel so classified.

Knowledge, Skills And Abilities
  • Preferred knowledge and use of Raiser’s Edge software and/or fundraising.
  • Associate degree preferred at a minimum
  • Advanced skills in Word and Excel
  • Familiar with website solutions
  • Strong interpersonal, organizational and communication skills
Minimum Requirements
  • Associate's or 2 years of work experience above the minimum qualification
  • 2 Years of Experience
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