Development Services Manager

Job Description: 

Introduction:
 

At EverTrue, team members at all levels find their calling in our mission of Older Adults Living Life to the Fullest. In this work environment, all team members are part of a community and appreciated by the people they work with – residents and coworkers – every day. 

Summary:

The Development Services Manager is responsible for the ongoing management of centralized fundraising systems/functions for the EverTrue Living Foundation and its affiliates, proactively researching and conveying best practices for data systems, gift processing, and prospect research. 

Also responsible for development and stewardship of Foundation policies and procedures, while tending to a variety of day-to-day business activities including revenue and expense reporting and coordinating with system finance regarding audit activities of the Foundation and related entities.  This position will report to the foundation’s Chief Advancement Officer.  The Development Services Manager ensures that concise, comprehensive fundraising reports are prepared for the senior leadership team.  This position works closely with the Information Systems and Finance department on the implementation, of all administrative and reporting functions, ensuring accurate coding and monthly reconciliation, and ensuring the integrity and effective use of Blackbaud’s Raisers’ Edge. 

Essential Duties and Responsibilities:

1. Directs and supervises the financial reporting and activity monitoring of fundraising activities. 

2. Manages the prospect management and research function for the Foundation. 

3. Implements, directs, and continually improves the central database operations of the Foundation, and its relationship to all affiliated entities to ensure support and productivity is efficient, consistent, and keeping with evolving industry best practices.

4. Oversees and directs the integration from multiple development databases.

5. Creates systems and manages staff to assure checks and acknowledgements are processed within 10 days of receipt.

6. Oversees the maintenance of procedural policies for the Foundation.

7. Works closely with Finance to ensure that revenue and expense reporting are accurate and on time Responsible for communications within the Development Services staff to ensure that information is shared for effective operations and to promote positive employee relations

8. Takes on and manages new projects, while playing a key role with the Chief Advancement Officer in the development of strategies and funding priorities as the Foundation evolves.

9. Provides oversight of the planned giving database, donor files, gift documentation, and establishment of new life income gifts with Finance to ensure proper donor payments. 

10. Maintains and updates the Advancement Manuel of Policies and Procedures for processing all major and planned gifts.

11.Serves as the primary operational file and database manager for all planned giving instruments (bequests, charitable trusts, charitable gift annuities, trusts, estates, and named endowment funds).  maintains accurate records which document the processes and procedures followed in soliciting, creating, thanking and tracking these specific gifts. 

12. Assists the Executive Director of Planned Giving with donor acknowledgement, appropriate tax documentation for both charitable gift substantiation and payments received from life income gifts.

13. Maintains accurate information on all Charitable Gift Annuitants.

14. Ensure that all planned/major donor and gift information is recorded and tracked appropriately in Raiser’s Edge for reporting purposes.

15. Provides support and assistance to the EverTrue Grants program, working closely with the Director of Grants.

16. Proactively works to ensure that all donor data, both electronic and paper form, are properly secured and retained.

17. Manages preparation and distribution of all IRS tax documentation such as forms 8283, 1099R and 8282.

18. Responsible for maintaining the donor lists for both the Donor Boards and the EverTrue Living Foundation Legacy Society. 

Qualifications, Knowledge, Skills and Abilities:

• College degree and 3+ years of related work experience preferred (or if no college degree, 10+ years of prior experience required)
• Understanding of basic accounting/reconciliation principles
• Excellent interpersonal, analytical, and problem-solving skills
• Ability to successfully manage multiple projects and set priorities and meet deadlines
• Understanding of philanthropic substantiation / receipting requirements
• A strong understanding of database management principles
• Ability to exercise good judgment and discretion, while maintaining the security of confidential and sensitive donor information
• Experience managing a team of database staff

• Current knowledge of best practices in fundraising and not-for-profit management.
• Strong business analysis skills including a comprehensive understanding of reports and metrics used to manage foundation fundraising.
• Excellent research, analytical and organizational skills.
• Demonstrated project management and facilitation skills; proven ability to meet deadlines in a fast- paced environment with multiple, competing deadlines, and time and resource constraints.
• Familiarity with the advanced features of Microsoft Office suite of products; in-depth knowledge of Raiser’s Edge.

Physical Requirements and Working Conditions:

The physical activities, demands, and work environment described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties and responsibilities.

Some lifting, pushing, pulling and carrying of heavy objects up to 30 pounds required; Pushing/pulling 100 lbs. on wheels; the work will have some short notice requests, timelines for completion of tasks or reports and some major projects extending over months which many require overtime; this position requires occasional local travel.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.  Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable federal, state and local laws and standards. Certain job functions described herein may be subject to possible modification in accordance with applicable federal, state, and local laws and  standards.

Additional Information:

N/A