Jobs · OTHR · Connecticut

Philanthropy Development Associate

Yale New Haven Health · Hamden, CT · 3 wk ago
On-siteOTHRFull-time

To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values—integrity, patient-centered, respect, accountability, and compassion—must guide what we do, as individuals and professionals, every day.

Responsibilities

  • Process all Hospital gifts and pledges, including their collection, receipt, recording, acknowledgement, and filing, with an emphasis on major gifts, complex gifts (planned giving and stocks), grants processing, online giving, and payroll gifts.
  • Oversee the matching gift program.
  • Assist Tech Coordinator as backup in the documentation, tracking, and reporting of all Hospital gifts and pledges, including direct mail, memorial gifts, special and major individual, corporate and foundation gifts, capital campaign gifts, and payroll deductions.
  • Serve as backup to Tech Coordinator in report and query generation, and setup for Development Office mailings for events, donor correspondence, holiday documents, event reporting, annual statements, and financial reporting (weekly and month-end).
  • Assist in the entry and upkeep of all Funds, Appeals, Campaigns, and Events in the database, including newly created documentation, monthly, and annual quality control updates/edits.
  • Provide assistance in the maintenance and drafting of training manuals for gift entry processes, database integrity cleanup, and gift acceptance policies.
  • Handle database integrity cleanup tasks.
  • Follow established procedures and policies as set by the Manager in conjunction with the Tech Coordinator, and/or other procedural issues as they arise. May be assigned special projects at the Manager's discretion.
  • Process using other online systems, including Luminate, Donor Drive, and/or other expanded online systems.
  • Answer phone calls and provide customer service to donors, grateful patients/families, fundraising staff, and YNHH departments.
  • Perform all other duties as assigned.
  • Serve as the Development Systems' lead for all YNHH Development-managed events, including initial contact with the Special Events team and managing all aspects of the event/appeal, from data collection, pulling mailing lists, inputting or updating acknowledgment letters, gift entry, to final event closing report.
  • Responsible for the monthly creation, tracking, and filing of senior leadership stewardship letters; assist with the Raiser's Edge mail merge acknowledgment letter process.

Qualifications

Education

  • Bachelor's Degree and equivalent related technical training or equivalent technical training and work-related experience relating to philanthropy.

Experience

  • Three (3) to five (5) years of experience in fundraising databases, preferably Raiser's Edge or comparable database software and Omatic Software.
  • Knowledge of Development Systems procedures and terminology required.
  • Knowledge of financial reporting related to fundraising.

Special Skills

  • Highly competent working knowledge of Microsoft Office software packages.
  • Required computer skills to handle database administration, report generation, query and export builds, and spreadsheet/data formatting.
  • Working knowledge of Raiser's Edge or comparable database software. Omatic Software, Luminate, Donor Drive, Cash Pro-Lock Box, and/or Remote Deposit experience a plus.
  • Excellent verbal and written communication skills; strong statistical skills.
  • Ability to work well in a team and independently without direct supervision.
  • Ability to communicate information clearly and work cooperatively with others.
  • Ability to maintain and respect strict adherence to individual confidentiality, HIPAA, and related organizational and professional guidelines.
  • Understanding of the basis of accounting/depositing process required.
  • Understanding of the different units of the Development Office and how the various positions and responsibilities among the areas (such as annual giving, planned giving, major gift stewardship, and grant proposals) function.
  • Strong analytical skills recommended.

Schedule

  • Attendance during peak volume times will be strictly adhered to, and requests for time off may be restricted depending on staffing needs, per Manager's discretion.
  • May be required to work occasional evenings and weekends.

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