- Location
- PELLA, IA
- Type
- Temporary
- Source
- Paylocity
Description
Description
The temporary advancement services coordinator will assist in gift processing, data maintenance and integrity, and operational tasks important to the overall effectiveness of the fundraising and marketing teams. This person is a CRM superuser with excellent attention to detail. The role contributes to accurate financial reporting, while complying with campus, audit and federal and state regulatory policies.
· Build dashboards, reports, lists, communication plans in our CRM that advance the work of fundraising and engagement.
· Assist in recording gifts and pledges to Central, received from various platforms, and the accompanying activities such as receipts, acknowledgements, pledge reminders and transmittals; and Understand IRS, CASE and Central guidelines regarding the acceptance and documentation of gifts.
· Assist with reconciliation of daily and monthly donation reports in partnership with the finance office.
· Assist gift officers with loading contact reports, follow up tasks, solicitation tracks, and proposal tracks including initiatives, ask amounts, dates, solicitors, cultivation plans, and progress level of moves management for gift officer team.
· Responsible for strong partnership with financial aid in connecting annual Journey scholarship and endowed scholarship donors and students, helping to ensure donor criteria is met and communication plan to students and donors is executed.
· Prepare donor recognition for donor walls, displays and digital or print display.
· Work with outside vendors when appropriate and integrate information into college system and processes.
· Prepare data and reports for the vice president, advancement team, senior leadership team, board of trustees and internal and external entities as needed.
· Assist with signature campus events such as Homecoming, scholarship dinner, and our giving days: HooRah Day, Thankful Thursday and the 48 Hour Challenge.
Requirements
· Bachelor’s degree, or equivalent, with two or more years of effective experience preferred but not required.
· Willingness to learn CRM Advance and be a power user of this tool for data integrity, lists and segmentation.