SUMMARY: The Development Associate is responsible for essential fundraising operations including gift processing, receipting, tracking and gift acknowledgment functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Core responsibilities include gift processing, acknowledgement processes, data integrity, and database reports, as well as VP and development team support. The position duties include:
• Prepare gifts for coding and processing
• Coordinate and manage checks and electronic deposits with Finance and ticket office donations with the Ticket Office Manager
• Follow PCI compliance for credit card gifts
• Segment and prepare daily gift batches for distribution and sign-off
• Coordinate and execute gift batch entry and posting into the database
• Organize and maintain all gift collateral digitally for audit and IRS compliance
• Process and track matching gifts, stock transfer info, IRA distributions, soft credit gifts via donor advised funds, trusts, etc.
• Data extraction and organization
• Customizing letters as needed
• Prepare acknowledgements in a timely and organized manner for letter mail
• Coordinate with Website and Digital Content Manager as needed for acknowledgements sent by email
• Pull standard reports and queries from the Tessitura database
• Routine and case-by-case data extraction or data requests
• Obituary and prospect research using iWave and other research tools
• Increase data integrity with accurate input of data
• Maintain digital records of gifts, transmittals and receipts in database and on Symphony drive
• Contact donors on an as needed basis to maintain up to date contact and gift information
VP and Development Team Support
• Manage routing documents/lists to the Development team for review
• VP support as assigned
• Coordinate Development departmental items
• Support for events
• Support for donor cultivation and stewardship
• Redirect or respond to voicemails received on the Development general voice mailbox as appropriate
• Managing essential office supplies like letterhead, envelopes, and stationery for gift acknowledgement and other donor communications
• Other duties as assigned
QUALIFICATIONS: The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Education and/or Experience: Associate’s degree (AA) or equivalent from two-year college or technical school; basic understanding of fundraising and 1-3 years of related experience preferred.
• Language Skills: Ability to write clearly with proper spelling and grammar to produce gift acknowledgments. Ability to speak effectively to donors, Board members, employees, vendors and others.
• Mathematical Skills: Ability to perform basic mathematical calculations including addition, subtraction, multiplication, division, percentages, and averages.
• Reasoning Ability: Ability to organize systems, coordinate deadlines, handle logistics, interpret instructions provided in writing, orally or in diagram form.
• Computer Skills: Ability to use Microsoft Word, Excel, and Outlook; ability to use Adobe Pro; ability to use or learn quickly the donor/ticketing database software (Tessitura). Ability to research on the internet.
• Certificates, Licenses, Registrations: None required.
OTHER SKILLS AND ABILITIES:
• Exceptional attention to detail and efficient proofing skills to note and track gifts of all types and sizes and note any errors.
• Ability to work effectively and diplomatically with diverse personalities, including donors and potential donors, Board of Directors, volunteers, Symphony musicians, other staff, conductors, and guest performers.
• Pleasant manner and phone voice; customer- service oriented.
• Comfortable to greet all types of guests and have keen awareness to safety concerns.
• Ability to work effectively and gracefully under pressure.
COMPETENCIES: To perform the job successfully, an individual should demonstrate the following competencies:
• Ethics – Treats everyone with respect; Keeps commitments; Inspires the trust of others; Works ethically and with integrity; Upholds organizational values; Maintains confidentiality.
• Customer Service – Displays courtesy and sensitivity; Manages difficult or emotional customer situations; Meets commitments; Responds promptly to customer needs.
• Teamwork – Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Supports everyone’s efforts to succeed.
• Problem Solving – Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
• Communication – Listens and gets clarification; Responds well to questions; Participates in meetings; Presents numerical data effectively; Able to read and interpret written information.
• Organizational Support – Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization’s goals and values; observes safety and security procedures; Respects diversity.
• Strategic Thinking and Innovation – Meets challenges with resourcefulness; Generates suggestions for improving work.
• Judgment – Includes appropriate people in decision-making process.
• Planning/Organizing – Prioritizes and plans work activities; Uses time efficiently.
• Professionalism – Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Quality and Quantity – Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Monitors own work to ensure quality; Completes work in timely manner; Strives to increase productivity; Works quickly.
• Dependability – Is consistently at work and on time; Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan; Plans in advance for time off.
• Motivation and Initiative – Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals; Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Asks for and offers help when needed.
This is currently a remote position. However, if health and safety guidelines allow, office and concert hall shifts will be required. The symphony will provide phones, a computer, and reasonable resources to provide for a safe work space. It is the responsibility of the Development Associate to provide internet access.
This position is currently working 28 hours per week (9am – 5pm M – Th). This position will be moved to 35 hours per week at a later date in the future (date to be determined).