Donor Engagement - West Vancouver, Canada - Mulgrave School, The International School of Vancouver

Sophia Lee

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Sophia Lee

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Description

Job Summary


Reporting to the Director of Advancement, the Donor Engagement & Database Manager is an integral part of the Advancement team.

This role fulfils the following primary duties aimed at maximising fundraising revenue, communication impact, and outreach.

  • Management and administration of the advancement database including data integrity, improvement, staff training, gift processing, and payment portal management
  • Maintains high proficiency in Blackbaud's Raiser's Edge NXT and perfects the data input and output process and system
  • Provides data analytic insights for planning and implementing a diverse portfolio of fundraising strategies to support the school's development needs
  • Responsible for certain key Advancement Services including prospect research & strategy, office administration, and donor service and stewardship

Duties and Responsibilities

Including but not limited to the following:
Database Management and Data Analysis

  • Maintains the overall database integrity and quality, including routine data improvement, data auditing, practice enforcement, security and code value management, systems checks, and database functions
  • Import and export data from various sources, including manual entry
  • Administers and manages gift processing, batch entry, and donation coding; prepares backup gift documentation and makes adjustments
  • Manages the prompt issuance of donation receipts for tax purposes, ensuring proper documentation in accordance with the rules, regulations & guidelines of the Canadian Revenue Agency (CRA)
  • Posts all donation entries to the Financial Edge system weekly and reviews weekly and monthly reports for accurate reconciliation with the Finance Department Performs monthly fundraising reconciliations and pledge management.
  • Identifies, recommends, establishes, and implements relevant Advancement procedures, technologybased solutions, systems, standards, and processes including solutions for accuracy, integrity, security (privacy), and efficiency.
  • Provides training for Raiser's Edge users within the Advancement office and school as appropriate.
  • Ensuring policy and procedure documentation is current and implemented.
  • Maintains uptodate knowledge of relevant CRA rules and regulations
  • Liaises with Finance for reconciliations to produce projections, revenue actuals, reports, and other documentation, including for audits, as needed.
  • Works with the Director of Advancement and provides statistical analysis and financial reporting, including historical and current analysis to inform the strategic direction of fundraising.
  • Works with other team members, including fundraisers, on their needs as they relate to database reports and information to perform their roles effectively and position them for success.
  • Is responsible for pipelinedonor relationship management system and processes including presenting pipeline reports to the Director of Advancement, and other staff to help inform fundraising and stewardship
  • Carries out research and analysis on giving histories and patterns to determine philanthropic profiles including financial ability and capacity to make a gift
  • Updates donor wealth screenings and other fundraisingrelated data
  • Identifies, mines, and analyses prospects for fundraising and outreach initiatives
  • Is able to present research in an enduserfriendly fashion for teams, leaders, and volunteers for fundraising and outreach initiatives
Donor Service and Stewardship

  • Understands stewardship best practices and is able to create prompt, engaging donor acknowledgement communications and processes; Manages donor listings and delivers on certain stewardship program activities
  • Manages records and donor relations for monthly donors and assists fundraisers with multiyear pledge donor relations
  • Assists with executing the donor strategy, including but not limited to individual and family engagement activities, cultivation, solicitation
  • Helps develop meaningful stewardship strategies for current donors, including their reentry into the donor cycle
  • Works with the Director of Advancement in securing new parent meetings and producing all donor and prospect solicitation materials and correspondence as required by donor strategies
  • Participates in all advancement team activities, such as sharing knowledge and best practices, collaborating on donor approaches, etc.
Other

  • Helps support alumni information management.
  • Manage and reconcile the Advancement budget.
  • Works effectively with colleagues within Advancement and across the school, including leadership, ensuring respectful use of time and collaboration when they are asked to support or work with this role.
  • Maintains a high level of sector and best practice knowledge relevant to the role and shares this with the team to model a culture of continuous improvement.
  • Provides other administration services normal to an Advancement office and carries out additional duties as required.

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