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Philanthropy- Donor database

Company: TrueCare
Location: San Marcos
Posted on: September 24, 2022

Job Description:

Join the TrueCare family as our Philanthropy Specialist and help us continue our Mission - To improve the health status of our diverse communities by providing quality healthcare that is comprehensive, affordable, and culturally sensitive. The Philanthropy Specialist assists the Director of Philanthropy in maintaining and growing existing philanthropic funding sources, including annual appeals and employee giving campaigns; responds to new funding opportunities that are presented to the team; and solicits/acquires new funds and funding sources within the scope of the strategic fundraising plan. The position will also oversee donor relations initiatives including external communications, stewardship activities, database management and donor acknowledgement; and plan key aspects of fundraising events. Some of the essential functions include:Maintain and regularly update the donor database, including processing and acknowledging all donations received at TrueCare accurately and in a timely manner.Conduct monthly reconciliation of all donations received and recorded in donor database with the TrueCare Accounting Department.Prepare and ensure accuracy of philanthropy reports monthly, at year-end and as requested. Collaborate with the Director of Philanthropy on annual appeals, stewardship campaigns, direct mail and electronic solicitations.Collaborate with the Marketing & Communications Department on all philanthropy communication activities (both internally and externally) to ensure organizational standards are met; and implement communication activities to effectively cultivate and steward current and potential donors.Analyze and segment donor population to increase personalization and return on investment for annual appeals.Assist the Director of Philanthropy with yearly Employee Giving Campaigns to engage current TrueCare employees and increase participation in giving.Assist Director of Philanthropy with activities related to Capital Campaigns.Manage and participate in solicitations and stewardship activities up to and including small group meetings, professional presentations, and events.Represent Fund Development in internal and external meetings and projects as directed. Required Qualifications:Bachelor's degree or equivalent experience in business, finance, communications, marketing or related field.Two (2) years' experience working with customers, building strong relationships, mailing campaigns, invitations and following up on all communication. Initiating campaigns, managing a database in CRM system, keeping track of all donations updates, collaborating with other departments to track and apply funds.Assisting in fundraising events, from beginning to end, including research for vendors, pricing, invitations, personal phone calls to donors and follow up correspondence.Computer proficiency with donor databases (Raiser's Edge), Constant Contact and Microsoft Office products, including Access, Outlook, Word, Excel and PowerPoint.Must have and maintain a valid California Driver's license.Proof of liability and property damage insurance on vehicle is required. TrueCare is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other characteristic protected by applicable federal, state, or local law. PI191450892

Keywords: TrueCare, San Marcos , Philanthropy- Donor database, IT / Software / Systems , San Marcos, California

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