Advancement Services Specialist
Davidson College
Davidson, NC
Full-time
Education
Posted on April 5, 2024
JOB DESCRIPTION
The Advancement Services Specialist is part of a four-member cross-trained Advancement Services team reporting to the Director of Advancement Operations. Advancement Services provides accurate and timely data processing in support of College Relations' fundraising and engagement initiatives. Working with a high volume of data from a variety of sources, this position will assist with the following – categorizing and processing various types of contributions, gift receipting, monitoring shared email mailboxes, event registrations; and maintaining database records for alumni, parents, friends, corporations, and foundations. All entries are to be completed accurately and efficiently in accordance with Advancement Services practices, CASE standards and IRS regulations.
Essential Functions
Revenue
ABOUT US
The Advancement Services Specialist is part of a four-member cross-trained Advancement Services team reporting to the Director of Advancement Operations. Advancement Services provides accurate and timely data processing in support of College Relations' fundraising and engagement initiatives. Working with a high volume of data from a variety of sources, this position will assist with the following – categorizing and processing various types of contributions, gift receipting, monitoring shared email mailboxes, event registrations; and maintaining database records for alumni, parents, friends, corporations, and foundations. All entries are to be completed accurately and efficiently in accordance with Advancement Services practices, CASE standards and IRS regulations.
Essential Functions
Revenue
- Sort and/or categorize incoming gifts from multiple sources and record daily counts.
- Working with assigned gift types, process gifts in Blackbaud CRM. The process includes reviewing incoming information to identify the correct database record and updating biographical data as needed. Determine appropriate gift designation and other revenue details by reviewing gift, any related communications and Blackbaud CRM information to accurately reflect donor intent. Communicate with frontline fundraisers or donors when additional information is needed.
- Utilize remote deposit capture to deposit checks and reconcile with individual daily work.
- Scan and digitally file revenue documentation in accordance with departmental procedures.
- Coordinate mailing of paper receipts; serve as designated backup for gift receipting process.
- Monitor team shared revenue email inbox which includes responding or referring revenue related questions, adding incoming revenue notes to donor records, and categorizing incoming notifications based on established guidelines.
- Working from a variety of data sources, assists in maintaining accurate database records for alumni and other individuals as well as organizations. The process includes reviewing incoming data to identify the correct database records; comparing new data with existing data; adding or updating data as needed. Data types include contact information, employment history and other biographical data points.
- Create new database records for individuals and organizations.
- Participate in data maintenance projects.
- Event registration processing
- Monitoring non-revenue shared email box
- High School diploma or equivalent
- At least one year related professional work experience with high volume data processing from various sources
- Experience using Microsoft Office Outlook and Excel, and Google Drive
- Highly detailed oriented with strong ability to accurately interpret and enter data
- Ability to adhere to established standards, procedures and deadlines
- Ability to manage competing priorities and flexibility to adapt to changes
- Ability to work independently and as part of a team
- Aptitude and interest in learning new technology applications
- Experience with Blackbaud CRM or similar database
- Previous experience in a non-profit fundraising environment
- Ability to exercise sound judgment and decision making within established procedures and guidelines
- Comfortable with repetitive detailed work
- Proven data processing skills. Speed and accuracy are essential.
- Initiative and self-motivation
- Understanding of and adherence to confidentiality standards
- Flexibility and adaptability
- Strong customer service orientation
- Effective communication skills
ABOUT US
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