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Children First, Inc

Philanthropy Data Specialist

Children First, Inc, Sarasota, Florida, United States, 34243

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Overview

Description Reporting to the Vice President of Philanthropy, the Philanthropy Data Specialist is an in person position responsible for managing Children First’s donor database system, Blackbaud Raiser’s Edge. This includes data entry, a strong emphasis on analysis and recommendations, retrieval of information, systems interface maintenance, scheduled monitoring and reporting, training, and merchant services. The Philanthropy Data Specialist coordinates with the Data Consultant, Program Data Specialist, Program, Philanthropy, and Operations Staff, and the leadership team to ensure cross-departmental data collaboration. This position is required to exercise judgment and discretion. He/she assists the Philanthropy Department in fundraising, special events coordination, public relations, and provides administrative support to all fundraising initiatives and events. He/she will also promote the community image of Children First. Work is reviewed through regular coaching and feedback and annual evaluations with supervisor.

Responsibilities 1.

Donor Software System and Giving Platform(s) Management:

Maintains professional and respectful communication with all colleagues, donors, and volunteers

Provides data analysis, including alignment with departmental and agency goals, objectives, and outcomes

Recommends action plans/solutions to issues and/or opportunities identified in such analysis.

Collaborates with program and philanthropy staff to ensure that all data relevant to funders is captured timely and accurately

Administrates user rights, access, and passwords and keep them in shared philanthropy file

Develops and manages business processes for data entry, analysis, retrieval, system procedures, updates, and routine database cleaning and purging

Oversees the input and management of all constituent data, ensuring accurate tracking of campaign performance, appeal records, and donor interactions

Manages and creates new appeals, campaigns, and data tables within Raiser's Edge to support fundraising efforts and ensure accurate tracking and reporting

Processes, maintains, and shares monthly revenue and dashboard reports

Records and acknowledges all gifts daily including cash, pledges, stock transfers, wires, matching gifts, and in-kind donation

Ensures accuracy of donor records, mailing list changes, online transactions, and entries by authorized users

Reconciles all donations against appropriate campaign and appeal codes

Configures and maintains online donation forms and appeal campaigns within Raiser's Edge online giving platform

Collaborates with the financial team to ensure all wire transfers and ACH payments are received and accurately recorded in the database system

Processes and manages EFT, staff giving, United Way, Benevity, and matching gifts programs

Manages all giving platforms including CyberGrants, Integrated Payables, Front Door, PayPal, and others

Responds to donor inquiries and processes phone donations

Creates and develops reports, new queries, strategies for mailings, and organized lists for mailings

Ensures that the privacy and confidentiality of donor record access is secured and restricted to relevant personnel

Conducts donor research for VP of Philanthropy and gathers information regarding their philanthropic interests, giving capacity, connections, background, etc.

Keeps the Philanthropy team informed of any updates or changes within the system to ensure smooth operations and accurate data management

Assists with various moves management processes within Raiser's Edge to ensure effective donor engagement and cultivation strategies

Manages and organizes live record and digital files, including folders on the shared drive, ensuring proper file structure, adherence to document retention policies, and easy access for team members

2.

Assists in the stewardship of donor gifts.

Process all donor gifts. Works with the Annual Fund & Stewardship Coordinator to send prompt acknowledgment letters (within 2 days) for all gifts received, ensuring timely and accurate processing

Respond to donor inquiries regarding payments

Track and maintain accurate records of pledged gifts and sponsorships, ensuring timely follow-up and the issuance of invoices for payment as needed

Work closely with Philanthropy staff and VP to maintain accurate donor pipeline, LYBUNTs and SYBUNTs for appropriate retention of donors and gifts

Provide ongoing support to the Philanthropy team by developing and maintaining standard and custom reports in Raiser's Edge which are shared on a timely basis

3.

Collaborate within the Philanthropy Department with board reporting, special projects, major and special events, and donor cultivation.

Support RSVPs for major events as needed

Track event participation in donor management software

Oversee third-party event platforms and ensure timely and accurate entry of all transaction data into Raiser's Edge

Collaborate with the Volunteer Coordinator to analyze PIR data and create comprehensive reports

Assist with determining annual tax-deductible amounts, event sponsorship, donations, and sponsor requests

Support facilitation on day of events

Assist with donor cultivation through tours, thank you notes, and other stewardship activities

Track individual and group tours and external cultivation activities

Works with the Associate Director of Donor Relations to maintain supply inventory supporting all philanthropy mailings and activities

4.

All other duties as assigned.

Qualifications Licenses / Certifications

Valid Florida Driver’s License, or reliable transportation

Immediate/continued enrollment in the Criminal History Registry-Child Care

CPR and First Aid certification (preferred)

Education / Equivalent Experience

Minimum of three years of Data Systems management experience

Three years of experience in a nonprofit environment (Blackbaud Raiser’s Edge preferred)

Bachelor’s degree required

Equal Opportunity

Children First is an equal opportunity employer and offers a competitive salary and benefits package.

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