The Development Coordinator is a key member of the Development Department team assigned with supporting all adminitrative functions of the department. The Coordinator’s role is to support the fundraising goals of the organization through guiding and managing the CRM database, implementing effective account management, accurate financial reporting, and effective fundraising techniques.
Key Duties and Responsibilities:
Gift Processing Management and Coordination with Finance Department (20%)
• Enter gifts received via check, credit card or wire on a daily basis and assign correct cost centers and other relevant information.
• Manage department contribution/donor thank you/acknowledgement system
o Continuously update thank you letter templates and specialized letters.
o Oversee general stewardship system for all donors and where appropriate, donor prospects. Work with the department and appropriate program officers to strategize and, provide excellent stewardship to donors and donor prospects.
• Oversee the Classy synchronization with Salesforce.
o Ensure all donations processed through Classy integrate directly into Salesforce with accuracy.
o Assist in the maintenance of Classy donation/registration pages for both annual and one-time events, annual and one time appeals, and peer to peer fundraising campaigns.
o Manage the organization’s ongoing relationship with Classy.
• Reconcile all donations with the Finance department on a monthly basis.
o Ensure accuracy of all gifts in database including specific fund/cost center.
o Reconcile unrestricted income with Finance on a monthly basis.
Database Operations and Maintenance (50%)
• Act as Development’s Salesforce Area Administrator
o Create and modify database policies and procedures as needed to ensure consistent departmental understanding of the CRM platform.
o Participate in Salesforce Steering Committee meetings as needed to accurately represent Development’s Salesforce needs in inter-departmental decision making.
o Identify new needs and existing gaps in Development’s understanding and customized use of the CRM platform.
o Resolve CRM Cases and questions from the Development staff, which typically range from troubleshooting to technical questions to high level decisions about the direction Development will take with Salesforce.
• Revenue and Donor List Reporting
o Support Development team in running targeted and accurate mailing lists for fundraising events and fundraising campaigns
o Pull reports, run queries and set up campaigns in CRM for eblasts
o Set up lead reports and convert leads to contacts using Pardot
o Provide accurate revenue reports, donor information, etc. as requested by the Department, for both internal use, external reporting, and Board reporting.
o Create and maintain customized reports for departmental account managements needs.
• Coordinate and maintain the department’s donor and donor prospect database.
o Regularly clean up the database to ensure data quality, including de-duplicating and merging records.
o Update donor/prospect database on a continual basis with relevant information from the Development Department and other departments as well as information that other stakeholders deem important.
o Utlize third party applications as needed to more efficiently ensure database accuracy.
o Support training of Development Department staff in use of donor database system.
o Partake in ongoing database trainings.
General Development Department Support (30%)
• Act as Development’s Concur Champion
o Assist with travel requests and expense reports as needed.
o Support any additional training for Development team members.
• Assistance in all fundraising activities.
o At the direction of Development Officer of Annual Programs, support Development Department in creating, maintaining, and executing appeals: new appeal pieces, renewal pieces, targeted pieces and new acquisition pieces, utilizing current data for improved return.
o At the direction of the Manager, Special Events, create all mailing and registration lists for PCI events, assist with supporting the events and lead peer fundraising for special events.
o Manage and regularly update PCI profile with third party “watchdog” groups, including but not limited to Charity Navigator, Better Business Bureau, Guidestar etc.
o Support bi-monthly Board Development meetings, sending out invitations, setting up meetings, ordering food and taking notes.
o Lead bidding requirements for all procurement related to Development.
• Participate in PCI’s innovation efforts and in teams on innovation initiatives
• Other duties as assigned