Philanthropy and Database Assistant

Transitions LifeCare
Desired Location: 
North Carolina
Organization Type: 

Job Summary
This is a full-time professional position responsible for creating and maintaining accurate donor and gift records using the Raiser’s Edge database system, working closely with the Finance department. The Analyst will process all honor/memorial tribute records and reports, process all pledges and matching gifts, and all online gifts. Primary responsibilities include managing the tracking, communication and acknowledgement procedures that serve as the backbone for donor cultivation and gift renewals.

The Analyst will provide positive and professional interactions with both internal and external key stakeholders.  The Analyst will thrive in a dynamic and creative work environment that requires flexibility and initiative on how tasks are prioritized and approached. This person must embrace the challenges of an ever-changing healthcare environment and the needs of a growing philanthropic effort. The position requires experience with The Raiser’s Edge database program and must be detail-oriented and able to thrive in a complex office environment. The schedule for this position is Monday-Friday 8:30am-5:00pm.

Responsibilities what you do
Gift Processing and Financial Management:

  • Input donor/prospect information and daily gift deposits into Raiser’s Edge database.
  • Balance daily deposits to bank deposit, print Daily Gift reports for Philanthropy staff and Finance Office.
  • Produce all monthly reports for the Finance Department to reconcile both cash gifts and pledges.
  • Input all honor/memorial tribute records, obituaries, patient death and family member records, and produce acknowledgment letters to families who list us as the beneficiary of memorials in the obituary.
  • Collect and process online and credit card donations; maintain security of donor credit card information.
  • Process all pledge forms, matching gifts and workplace giving donations, and monitor completion and process and receipt of gifts.

Stewardship of Annual Giving Program:

  • Produce all gift notifications, thank you letters or acknowledgments to all donors, including memorials, 1979 Circle donors, grateful family members and annual fund donors.
  • Ensure gifts from all donors receive a thank you letter within three business days, are signed by the right person, envelopes are stuffed, sealed and stamped and delivered to the Post Office when agency box is full.
  • Upload acknowledgement letters into Raiser’s Edge database program, and update text for current letters on a regular basis.
  • Coordinate thank you calls to each donor utilizing the daily gift reports, assign Philanthropy staff members to specific donors for calls, enter contacts in the database, and produce weekly and monthly contact reports from the Raiser’s Edge database.
  • Produce Tribute cards for all memorial gifts and mail daily. Code each donor record with the date the Tribute cards are mailed.
  • Send weekly reports of memorial donations to family members and upon request from family members as needed.

Administrative Support to Philanthropy Department

  • Append pertinent data to donor records which may include but not be limited to: phone and e-mail addresses, linking of relationships with current donors, employment information, foundation grant proposals, and other biographic information. Assist with other data entry and record updates as assigned by the Director.
  • Serve as the back up to the Annual Giving Specialist to complete time-sensitive duties whenever required.
  • Assist with events planned by the agency and Philanthropy department as needed.
  • Answer calls as needed to promote a helpful and responsive relationship with the public.
  • Offer administrative coordination and assistance to Philanthropy team as needed.
  • Other duties as assigned by supervisor.
  • Requirements what you need
  • Miminum of Associate’s Degree in Finance or Accounting or related field.
  • Proven track record in systems/database management; preferably the Raiser’s Edge.
  • Proven track record in the prospect management process.
  • Proficiency in Microsoft Office Suite; ability to create reports, graphs, and charts as needed.
  • Highly organized, detail-oriented, and accurate.
  • Creative thinker and strategist.
  • Excellent communication and writing skills.
  • Ability to work as part of a team to reach comprehensive shared goals.
  • Dedication to the mission, vision, and values of Transitions LifeCare.
  • Must be a self-starter and possess the ability to work well under pressure.
  • Suggest new techniques or viable revisions/improvements to existing processes.
  • Consistently able to make sound decisions and exercise discretion.
  • Consistently ready to assist; a positive morale factor with other team members.
  • Consistently meet schedules, prioritize multiple tasks appropriately, demonstrate minimal use of work time for personal issues.
  • Maintain supportive interaction with co-workers, demonstrate appropriate ways to express concerns and feelings.
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