Advancement Services Officer

6 months ago

Toronto, Canada The Sterling Hall School Full time

The Advancement Services Officer is a key member of our Advancement team and is integral in the areas of database management, gift processing, communications, prospect research, donor lists and reports, as well as support for Advancement events and other programs.

Position Type: Full-time, Permanent

Location: 99 Cartwright Avenue, Toronto

**KEY RESPONSIBILITIES**

**Gift and Pledge Administration**:

- Responsible for timely and accurate processing of all charitable gifts, including acknowledgments and tax receipts
- Responsible for tracking pledge commitments and coordinating pledge fulfillment
- Work closely and collaboratively with Finance on gift processing, batch deposits, monthly/yearly reconciliations and receipt reports
- Ensure a high level of customer service in all interactions with internal and external community members, including donors, alumni, and volunteers

**Database Management**
- Oversee the integrity, performance, and quality of data and our database system
- Act as the point person for the donor database, including requests for data, information collection, timely and accurate data entry and management, and donor reports
- Coordinate school-wide e-blast communications
- Coordinate compliance with privacy standards for data and database use
- Manage integration with web-based transaction systems and third-party reporting tools
- Provide administrative support to the department, as required

**Prospect Research**:

- Work with the team to determine requirements for prospect and pipeline analysis and management, gift analysis and event management, and produce user-friendly reports
- Conduct prospective donor research and profiles for SHS fundraising priorities
- Analyze information across platforms to identify potential donors and volunteers within the community with specific experience and skills

**Reporting & Analysis**:

- Leads and coordinates the analysis of Advancement data as part of school benchmarking, strategic plan metrics, and prospect management
- Manage all requests for information from Veracross and develop queries, exports, and reports required for reconciliation, financial reporting, audit, analysis, strategic planning, donor recognition programs, and other Advancement programs
- Provide regular status reports and program summaries to the Advancement team on fundraising progress, program analysis, highlights, and issues related to all types of prospect activity, relationship management, and donor giving

**KNOWLEDGE, SKILLS & QUALIFICATIONS**
- 3+ years of experience managing database systems, preferably in a fundraising or philanthropic environment
- Strong analytical and research skills, with high level of accuracy
- Ability to problem-solve using sound judgment and discretion
- Excellent communication and organizational skills and an effective collaborator
- Good understanding of donor needs, constantly striving to improve donor experience.
- Experience with querying and reporting as well as data entry and gift acknowledgment
- Familiarity with not-for-profit fundraising practices and procedures, and CRA guidelines
- Excellent working knowledge of Google Workspace and spreadsheets
- Ability to work with efficiency, enthusiasm, and diplomacy in a dynamic environment

**OTHER INFORMATION**

A satisfactory vulnerable sector screening and background check is a condition of employment.

**Job Types**: Full-time, Permanent

Schedule:

- Monday to Friday

Work Location: In person

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