Development Associate

Deadline April 20, 2021

SUMMARY: The Development Associate is responsible for essential fundraising operations including gift processing, receipting, tracking and gift acknowledgment functions.

Core responsibilities include gift processing, acknowledgement processes, data integrity, and database reports, as well as VP and development team support. The position duties include:
Gift Processing
• 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.

Acknowledgement Letters
• 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.

• 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).

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