Donor Data Specialist

Job Description

Job Description

Position Title : Donor Data Specialist

Department : Development

Reports To : Development Systems Manager

Job Classification : Part time / Non-Exempt

Summary

The Donor Data Specialist ensures the integrity of KARM’s donor databases and donor records. Responsible for all data entry, coding, queries, reports, and system-generated donor recognition and receipting. Provides donor (current and prospective) profile research in support of Development department goals.

Responsibilities :

• Manage KARM constituent files utilizing CRM Platforms (Donor Perfect & Q-Giv), including all aspects of gift processing, tracking, acknowledgement, and trouble shooting
• Maintain and configure coding systems; ensure system security and backups
• Ensure accuracy of all data entered, including new gifts, pledges and updating of constituent information
• Design and run queries, gift summaries, and reports; input and retrieve biographical and gift records
• Ensure data integrity and cleanliness, accuracy of reports, prospect research, and overall system updates
• Ensure donor recognition through computer-generated letters, acknowledgements, pledge reminders, receipts and records
• Responsible for communication with first-time donors and new monthly givers
• Responsible for communication regarding “Do Not Mail” request, memorials, honorariums and new members of the Shade Tree Circle
• Train volunteers when necessary (for example, stuffing receipts, envelopes, and new donor brochures)
• Communicate 2-4x a month with development team members who would have input on changes to campaigns and solicitations. Ensure all campaigns and solicitations are correct at the end of each month, in coordination with the Development Systems Manager, Stewardship Managers, Community Engagement Manager(s), and VP of Development
• Field calls from donors wishing to give, or reply to voicemails in a timely manner
• Train and supervise other employees working in the system; verify data accuracy
• Develop and maintain self-auditing system to regularly review data and computer-generated reports to confirm accuracy and identify problems with software and custom processes and reports
• Establish and produce a schedule of pledge reminders and timely mailings
• Provide canned and custom database reports and analysis
• Serve as a liaison between Development and the Finance department
• Represent KARM appropriately to donors, volunteers, guests, visitors, and other community contacts
• Perform other duties as assigned

Requirements :

Working Conditions :