Project Manager, Philanthropy

Covenant Living Communities and Services; United States; Hybrid; USD 76,000 - 115,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Employer paid life and disability

PTO & 6 holidays

403(b) with 3% match

Fitness center access

Tuition assistance and scholarships

Job summary

Covenant Living Communities & Services, Inc. is seeking a mid-level Philanthropy Operations role to support fundraising operations across 23 sites.

You will handle gift processing, financial reconciliation, reporting, and CRM management in a hybrid setting at the Skokie, IL central office. Responsibilities include analytics within donor databases, reports, annual Form 990 prep, and collaboration with Finance to ensure data integrity and audit readiness.

Qualifications

• Bachelor’s degree required.
• Fundraising certification a plus.
• Minimum of one year’s experience in a fast-paced organization.
• Two years of development or fundraising administrative experience preferred.
• Minimum of one year of demonstrated expertise with Blackbaud’s RENXT Pro, eTapestry, or other CRM; RENXT Pro preferred.
• Experience with Crescendo Interactive is a plus.
• Experience in project management.

Responsibilities

• Provide analytics within donor database and run queries/reports.
• Conduct weekly gift processing audits and reconciliations.
• Update corporate online representation on GuideStar/Charity Navigator.
• Prepare Form 990 reports for auditors.
• Support Marketing with collateral deadlines and proofreading.
• Train and support regional leaders in philanthropy operations.

Skills

Highly organized

Strong analytical skills

Project coordination

Data integrity

CRM proficiency

Education

Bachelor’s degree

Fundraising certification

Tools

RENXT Pro

eTapestry

Crescendo

Job description

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. This position offers a hybrid work environment to our Skokie, IL Central Office.

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

Prospect Research

• Provide prospect research and basic portfolio analysis for Directors of Philanthropy
• Produce profiles for cultivation, solicitation, and stewardship purposes

Advanced Gift Processing

• 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

Financial Reconciliation and Reporting

• 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
• Marketing 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.)
• Philanthropy Operations 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

EDUCATION AND WORK EXPERIENCE

• Required Degree: Bachelor’s degree
• Certificate(s): Fundraising certification a plus
• Experience: 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

KNOWLEDGE, SKILLS AND ABILITY

• Up to 10% travel is required, by both car and plane
• Abilities: 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
• Skills: 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

#Corporate Compensation Pay Range:

Pay Range: $75,863.00 - $115,476.00 per year Reasonable Pay Estimate A reasonable estimate of the pay range for this position is $75,863.00 - $115,476.00 per year.

Benefits

• 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

For more information about Covenant Living and CovenantCare at Home, please visit www.covliving.org or www.covenantcareathome.org.

Covenant Living and CovenantCare Home Health and Hospice 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.

We believe we are a great place to work. Covenant Living & CovenantCare at Home are faith-based Continuing Care Retirement Community (CCRC) & Home Health organization. From the establishment of our first community – Covenant Home of Chicago in 1886 – to becoming the fifth-largest not-for-profit CCRC sponsor in the LeadingAge Ziegler Top 150, our goal has been to provide outstanding care and services to senior adults. We believe we are inspired to serve. We create joy and peace of mind for residents and their families by providing a better way of life. These are the standards of behavior we hold ourselves to in serving our residents.

Safety I learn & follow safety policies & procedures. I immediately report unsafe conditions for staff, residents, & guests and fix when possible. I protect residents, co-workers, & myself from unsafe conditions and practices by reporting unsafe conditions and fixing it or having it fixed. Courtesy I smile & acknowledge everyone that I encounter. I carry myself in a manner that projects positivity, approachability, & respectfulness. I address the concerns of others by actively listening & seeking solutions. Responsiveness I take initiative to respond to the needs of others in a timely manner to achieve resolution. I anticipate the needs of others and respond in a timely manner. I communicate to others who need to join me in responding to the needs of others. I return phone calls within 24 hours. I identify action steps and communicate them to all vested parties. Image I ensure our environment is professional, welcoming, & clean. I follow CL policies, procedures, & all regulations. We believe in making a difference in other’s lives. We have approximately 3,200 employees serving more than 5,000 residents in our nationwide family of continuing care retirement communities and home health. Construction and development continues on several of our 14 campuses, ensuring ever more exciting opportunities for employees to serve residents.