Jobs · Information Technology · Wisconsin

Donor Relations and Database Specialist

Rogers Behavioral Health · Oconomowoc, WI · 2 wk ago
Information TechnologyPart-time

Job Duties & Responsibilities

  • Record and process charitable contributions from a variety of sources, including outright gifts, pledges, sponsorships, grants, stock transfers, donor-advised funds, planned gifts, and event revenue.
  • Manage pledge administration, including tracking commitments, generating invoices, monitoring payment schedules, and supporting collection and reconciliation efforts.
  • Maintain accurate and complete donor and constituent records within Salesforce and related systems.
  • Ensure data integrity through ongoing record maintenance, audits, updates, and quality control procedures.
  • Support gift reconciliation processes in partnership with Foundation and Finance staff.
  • Coordinate the Foundation’s gift acknowledgment process, including preparation of tax receipts, acknowledgment letters, stewardship communications, and donor recognition activities.
  • Track stewardship activities and donor recognition commitments.
  • Respond to donor inquiries related to gifts, pledges, sponsorships, acknowledgments, and third-party fundraising activities.
  • Afford support administration of third-party fundraising events and community fundraising initiatives.
  • Assist in optimizing the Foundation’s use of Salesforce, including workflows, reporting, dashboards, data structure, and process improvements.
  • Generate reports, mailing lists, donor profiles, prospect summaries, and analytics to support Foundation leadership and fundraising activities.
  • Collaborate with team members to identify opportunities for improved efficiency, reporting, and data utilization.
  • Conduct wealth screening, prospect research, and constituent analysis to support donor identification, qualification, and portfolio development.
  • Prepare prospect profiles, briefing materials, and background research for Foundation leadership, board members, and fundraising staff.
  • Monitor and update prospect information and philanthropic activity.
  • Coordinate purchasing and ordering for Foundation-supported patient care and program initiatives, including items for pediatric treatment units, patient support programs, therapeutic activities, and other Foundation-funded projects.
  • Afford assistance with administrative functions including scheduling, meeting preparation, document management, and project coordination.
  • Support Foundation leadership with special projects and operational initiatives.
  • Support Foundation events through registration management, guest tracking, nametag preparation, auction or sponsorship administration, onsite event support, and post-event reconciliation.

Education/Training Requirements

  • Associate’s or Bachelor’s degree preferred, along with at least three years of experience in nonprofit operations, fundraising administration, database management, donor relations, or a related field; 3–5 years of relevant experience may be considered in lieu of a degree.
  • Experience with Salesforce or similar CRM/database platforms strongly preferred.
  • Experience with gift processing, pledge management, prospect research, and donor stewardship activities preferred.
  • Strong analytical, organizational, and problem-solving skills.
  • High degree of accuracy and attention to detail.
  • Excellent written and verbal communication skills.
  • Ability to handle confidential donor and organizational information with discretion.
  • Proficiency in Microsoft Office Suite, particularly Excel and Word.

Similar jobs

Donor Relations Specialist

The Salvation Army USA Eastern TerritoryUnion, NJ· 1 wk ago
OTHRapply on careers-usesalvationarmy.icims.com

Donor Relations Specialist

JOURNEYS | The Road HomePalatine, IL· 1 wk ago
OTHR$42k–$45k/yrapply on journeystheroadhome.isolvedhire.com