Donor Engagement

**Job Summary**

Reporting to the Director of Advancement, the Donor Engagement & Database Manager is an integral part of the Advancement team. This role fulfils the following primary duties aimed at maximising fundraising revenue, communication impact, and outreach.
- Management and administration of the advancement database including data integrity, improvement, staff training, gift processing, and payment portal management
- Maintains high proficiency in Blackbaud’s Raiser’s Edge NXT and perfects the data input and output process and system
- Provides data analytic insights for planning and implementing a diverse portfolio of fundraising strategies to support the school’s development needs
- Responsible for certain key Advancement Services including prospect research & strategy, office administration, and donor service and stewardship

**Duties and Responsibilities**

Including but not limited to the following:
Database Management and Data Analysis
- Maintains the overall database integrity and quality, including routine data improvement, data auditing, practice enforcement, security and code value management, systems checks, and database functions
- Import and export data from various sources, including manual entry
- Administers and manages gift processing, batch entry, and donation coding; prepares backup gift documentation and makes adjustments
- Manages the prompt issuance of donation receipts for tax purposes, ensuring proper documentation in accordance with the rules, regulations & guidelines of the Canadian Revenue Agency (CRA)
- Posts all donation entries to the Financial Edge system weekly and reviews weekly and monthly reports for accurate reconciliation with the Finance Department Performs monthly fundraising reconciliations and pledge management.
- Identifies, recommends, establishes, and implements relevant Advancement procedures, technology-based solutions, systems, standards, and processes including solutions for accuracy, integrity, security (privacy), and efficiency.
- Provides training for Raiser’s Edge users within the Advancement office and school as appropriate.
- Ensuring policy and procedure documentation is current and implemented.
- Maintains up-to-date knowledge of relevant CRA rules and regulations
- Liaises with Finance for reconciliations to produce projections, revenue actuals, reports, and other documentation, including for audits, as needed.
- Works with the Director of Advancement and provides statistical analysis and financial reporting, including historical and current analysis to inform the strategic direction of fundraising.
- Works with other team members, including fundraisers, on their needs as they relate to database reports and information to perform their roles effectively and position them for success.
- Is responsible for pipeline-donor relationship management system and processes including presenting pipeline reports to the Director of Advancement, and other staff to help inform fundraising and stewardship
- Carries out research and analysis on giving histories and patterns to determine philanthropic profiles including financial ability and capacity to make a gift
- Updates donor wealth screenings and other fundraising-related data
- Identifies, mines, and analyses prospects for fundraising and outreach initiatives
- Is able to present research in an end-user-friendly fashion for teams, leaders, and volunteers for fundraising and outreach initiatives

Donor Service and Stewardship
- Understands stewardship best practices and is able to create prompt, engaging donor acknowledgement communications and processes; Manages donor listings and delivers on certain stewardship program activities
- Manages records and donor relations for monthly donors and assists fundraisers with multi-year pledge donor relations
- Assists with executing the donor strategy, including but not limited to individual and family engagement activities, cultivation, solicitation
- Helps develop meaningful stewardship strategies for current donors, including their re-entry into the donor cycle
- Works with the Director of Advancement in securing new parent meetings and producing all donor and prospect solicitation materials and correspondence as required by donor strategies
- Participates in all advancement team activities, such as sharing knowledge and best practices, collaborating on donor approaches, etc.

Other
- Helps support alumni information management.
- Manage and reconcile the Advancement budget.
- Works effectively with colleagues within Advancement and across the school, including leadership, ensuring respectful use of time and collaboration when they are asked to support or work with this role.
- Maintains a high level of sector and best practice knowledge relevant to the role and shares this with the team to model a culture of continuous improvement.
- Provides other administration services normal to an Advancement office and carries out additional duties as required.