Overview
Philanthropy Data Specialist Jobs in City of Mechanicville, New York, USA at The Menninger Clinic
Location: City of Mechanicville
Gift Processing and Fund Administration
Performs gift processing and fund administration for all philanthropic gifts and commitments, ensuring that gifts are entered in a donor-centric way that adheres to CASE/FASB and IRS guidelines.
Generates gift reports detailing individual, corporate, foundation, and other revenue and/or outstanding gifts.
Generates and sends gift tax receipts and oversees writing and coordination of gift acknowledgment letters and stewardship policies.
Supports database entry and reconciliation projects from sources across business activities.
Provides basic research for biographical and contact data, including returned mail processing and database updates.
Coordinates and performs prospect contact data projects for batch wealth screenings and CRM integration of data.
Develops and maintains database processes and procedures.
Runs scheduled data integrity queries and reports to confirm data quality. Identifies data inconsistencies and corrects them as appropriate.
Ensures gift commitment and pledge protocols are followed and proactively prepares pledge reminders in collaboration with solicitors.
Globally imports contact, communications, and notes data, and imports and creates new contact records.
Manages gift linking to solicitations in CRM upon receipt of funds. Records grant agreements and notifies internal stakeholders of award stipulations.
Manages electronic and hard copy donor files, including digitizing files, centralizing storage, and ensuring access to executed gift agreements and supporting documentation.
Develops and trains staff on policies and protocols for storing and maintaining confidentiality of donor information.
Administrative
Oversees cost center invoicing, reconciliation, and budget administration functions in collaboration with philanthropy and finance teams.
Oversees philanthropy supply purchasing and tracking within the annual operating budget.
Assists CDO/VP with scheduling and administrative support as needed.
Contributes to a positive working environment within the Office of Philanthropy and The Menninger Clinic. Handles confidential matters appropriately, with the ability to work independently and collaboratively. Attention to detail and flexibility are essential.
Education
Bachelor’s Degree in Computer Science, Business, or a related field
License/Certification
N/A
Experience
Minimum of 3 years of related experience. Experience with Raiser’s Edge, Virtuous, or other CRM systems preferred. Experience documenting business practices and processes is also preferred.
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Title: Philanthropy Data Specialist
Company: The Menninger Clinic
Location: City of Mechanicville, New York, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator, Data Entry, Business Administration)
