Advancement Services Specialist

1 month ago

North York, Canada TFS-Canada's International School TFS-l'École internationale du Canada Full time

**Position**: Advancement Services Specialist

**Position Type**: Permanent contract, full time, Monday to Friday

**Location**: Toronto campus - 306 Lawrence Avenue East, Toronto, Ontario, M4N 1T7

**Branch**: TFS Fondation

**Start Date**: Immediately

**About the Position**:
The Advancement Services Specialist oversees the information management and systems of the Foundation to enable the team to meet its fundraising objectives as it heads into a major capital campaign. Enabling the effective management and use of parent, prospect, donor and alumni information to build relationships through all stages of the donor cycle (identification, cultivation, solicitation, stewardship), is central to success in this role. Creating and executing on analysis and reporting needs that support pipeline activities, revenue monitoring and event management is a key requirement. You will conduct prospect research and manage, analyze and interpret all information housed in the database, digital platforms and records related to Advancement activities. You will develop and update guidelines and policies related to management and use of information and systems. Additionally, you will be responsible for the creation and tracking of gifts and pledges, and measurement of key performance indicators on a regular basis.

You will be responsible for the following:
Gift and Pledge Administration:

- Responsible for timely and accurate processing of all gifts, including acknowledgements and tax receipts, ensuring compliance with the TFS policy and Canada Revenue Agency guidelines
- Responsible for tracking all pledge commitments, including the timely distribution of pledge reminders and personal follow up with donors as needed.
- Ensuring a high level of customer service in all interactions with internal and external stakeholders, including donors, alumni and volunteers.
- Database and Administration:

- Act as the database administrator for the Foundation and complete regular maintenance on the data stored within Raiser’s Edge (NXT), including monthly, quarterly and annual processes to ensure data integrity and security.
- Develop business processes and systems to increase efficiency and to ensure consistency with TFS - Canada’s International School’s policies and procedures and best-practice standards.
- Train the team on using the database effectively and to maintain excellent data standards.
- Manage integration with other related systems including student information system, digital alumni community, web-based transaction systems and third-party reporting tools.
- Prospect Research and Management:

- Work with the team to determine requirements for prospect and pipeline analysis and management, gift analysis and event management and develop accurate, user-friendly reports.
- Analyze information across platforms to identify potential donors and volunteers within the community with specific experience and skills.

Reporting & Data Analysis:

- Manage all requests for information from Raiser’s Edge (NXT) and develop queries, exports and reports required for reconciliation, financial reporting, audit, analysis, strategic planning, donor recognition programs, and other Foundation programs.
- Provide regular status reports and program summaries to senior staff and Board volunteers on fundraising progress, program analysis, highlights and issues related to all types of prospect activity, relationship management and donor giving.
- Work closely with the Business Office and Leadership Team to ensure accurate and timely reporting on all campaign activity, to ensure the proper stewardship and accounting of all funds raised.
- Liaise with the Business Office to reconcile charitable donations on a monthly basis, and provide support in preparation for the annual audit.

**Who we are looking for**:
Educations / Certifications - Experiences:

- Bachelor’s degree is required with 3-5 years’ experience in database administration and management in a fundraising environment.
- Experience with data modelling and analysis, particularly in a fundraising environment
- Strong analytical skills and an understanding of accounting principles
- Experience with querying and reporting as well as data entry and gift acknowledgement
- Knowledge of and experience working with CRA receipting guidelines
- Experience and expert knowledge of CRM systems and processes is a requirement.
- Experience with Raiser’s Edge (NXT) is an asset.

Knowledge:

- Proficiency in French and/or Mandarin is an asset (English required).
- Appreciation and understanding of various gift vehicles and their charitable tax implications.
- Excellent working knowledge of Microsoft Office and Google Workspace.
- Excellent analytical and research skills and the ability to problem-solve using sound judgment and discretion.
- Outstanding organizational skills and high level of accuracy with the ability to multi-task and work under pressure to meet deadlines.

Interpersonal / Communic

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