Donor Relations and Annual Giving Coordinator

Sun Health
Surprise, AZ, US
Full-time

Job Description

Job Description

Are you looking to join a big-hearted organization as a Full-Time Donor Relations and Annual Giving Coordinator ?

Join us as a Donor Relations and Annual Giving Coordinator to play a pivotal role in supporting strategic plans, executing, and tracking our annual giving programs in collaboration with the department leadership.

Supports individual fundraising efforts including current donors; cultivation of new donor prospects; and increasing current funding base through all individual giving opportunities.

Come join our vibrant team at our Administrative Office in Surprise, AZ .

Sun Health was recently :

  • certified as a Great Place to Work by our employees in 2021, 2022, and 2023.
  • awarded a top 10 spot on the national Fortune Best Workplaces for Aging Services™ 2020 list, and
  • awarded a Platinum award in 2019, 2020 & 2021 through the Healthy Arizona Worksites Program.
  • The Grandview Terrace Care Center recently made the Ranking Arizona list for the 100 Best Places to Live and Work in 2021.

Some of the main responsibilities :

Donor Relations

  • Serve as the manager of the Development database; currently Donor Perfect.
  • Manage and maintain Development data policies and procedures and ensure data integrity.
  • Update donor data records, including contact reports, and share with internal stakeholders as needed.
  • Reconcile pledge and gift data with the Finance Team.
  • Add new constituent records to the database, populating all appropriate data fields.
  • Review and make necessary corrections to data records.
  • Maintain database records for appeals, producing and managing lists.
  • Maintain progress records and projections on all revenue generation.
  • Track and analyze donor performance, renewal, acquisition, and attrition.
  • Produce financial information from the donor database to support grant reporting, as needed.
  • Ensure all cash donations, and checks are forwarded to Finance for daily bank deposit.
  • Complete daily gift processing : enter in Donor Perfect, create daily gift batches, and generate gift reports.
  • Generate all gift / pledge acknowledgments and receipts, adhering to the 48-hour turnaround receipt / acknowledgment policy;

ensure accuracy of gift donations.

  • Track outstanding pledges and produce pledge reminders. Provide pledge payment forecast reports.
  • Generate and file correspondence related to gift processing, including gift receipts, tribute notification letters, return check and incomplete check letters, and incorrect credit card information letters.
  • Communicate with donors regarding payment information as needed, as well as resolving rejected credit cards.
  • Manage "in honor of" and "in memory of" special gift communications.
  • Update gift acknowledgement letter templates twice a year and customize, as needed.
  • Performs prospect research to support Directors of Philanthropy portfolio qualification.
  • Research returned mail, and update database addresses and contact permissions as needed.

Annual Giving

  • Assist with planning, developing, and executing Sun Health Foundation's annual giving projects, programs, and activities to ensure the department meets its goals.
  • Support plans to conceptually develop appeals; write and coordinate design of solicitation materials.
  • Coordinate with team members and vendors to ensure that appeal projects are kept on schedule.
  • Track appeal strategies, including direct mail, email, social media, and telephone fundraising campaigns; coordinate print, mail, and fulfillment timelines with outside vendors.
  • Analyze, produce, and distribute appeal and donor performance reports.
  • Proofread and edit materials for grammatical and factual accuracy.
  • Organize, coordinate, and maintain the integrity of digital filing systems.

Qualifications :

  • Bachelor's degree required
  • A minimum of five years of relevant work experience in the areas of general fundraising, and database management.
  • Highly organized planner and efficient project coordinator with relentless attention to detail.
  • High level of computer literacy and experience working with donor databases, preferably Donor Perfect.
  • Ability to multitask without compromising quality.
  • Personable, flexible, resourceful, and warm with a willingness to do what it takes to get the job done; respectful of others; sense of humor.
  • Ability to build productive relationships with internal and external constituents.

Some of the benefits offered for this position include, Medical, Dental & Vision, 401k with immediate vesting & up to 4% employer match, Tuition Reimbursement, Discount Programs through The Employee Network, Employee Association : Nonprofit supporting team members in need.

Equal Employment Opportunity

Sun Health is fully committed to equal employment opportunities and to attracting, retaining, developing and promoting the most qualified employees without regard to their race, sex, color, religion, national origin, age, physical or mental disability, veteran status, or any other characteristic prohibited by state or local law.

We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity.

Job Posted by ApplicantPro

5 hours ago
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