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Fundraising Specialist & Donations Data Entry

Company: TrueCare
Location: San Marcos
Posted on: January 20, 2023

Job Description:

Position Summary The Development Specialist works to support the successful implementation of fundraising activities to achieve organization goals, including comprehensive database oversight and maintenance, special event coordination, donor outreach, and a wide variety of fund-development needs.Essential Functions Database Management

  • Under the direction of the Philanthropy Director, perform daily maintenance and enhancement of all donors, prospect and other constituent records using Raiser's Edge and GiveSmart platforms.
  • Maintain and regularly update the donor database, including processing and acknowledging all donations and grants received at TrueCare accurately and in a timely manner.
  • Monitor and maintain the accuracy, integrity, and security of all data; perform imports and exports: manage segmentation attributes, and other data coding.
  • Create funds, campaigns, and appeals in line with the organization's structure and the Finance Department coding system.
  • Manage and produce gift reports, action reports, prospect reports and mailing lists.
  • Create online event registrations and donation pages utilizing the GiveSmart event platform. Import all offline donations into donor database
  • Ensure that all campaigns, funds, and appeals are linked correctly between Financial Edge and finance department systems
  • Maintain accuracy of constituent biographical information by performing periodic auditing and cleanup of data
  • Process, or oversee the processing of, all department pledges and invoices
  • Matching Gifts - Complete paperwork, initiate and follow up on Matching Gifts Fundraising Support
    • Assist the planning/logistics of fundraising events; and supporting the Development team in meeting/exceeding annual revenue goals.
    • Coordinate event logistics and administer digital registration and ticketing systems to support an effective process for donors and guests. Ensure appropriate recognition and promotional benefits are fulfilled in a timely manner for sponsors and donors.
    • Proactively conduct outreach to corporate, foundation and individual prospects and donors.
    • Prepare and execute donor stewardship materials for fundraising campaigns, special events, and ongoing development activities, including direct mail, digital, and other communications.
    • Design and create website pages for the solicitation of funds for various mail appeals and event registrations.
    • Perform gift entry, create reports, and prepare acknowledgement letters in a timely manner.
    • Maintain detailed records in donor database ensuring accuracy and confidentiality in accordance with established policies.
    • Support all aspects of development and marketing activities to achieve agency goals. Serve as agency representative as needed at community events.
    • Research prospective donors (individuals, corporations, and foundations)Job Requirements
      • Bachelor's degree or equivalent experience in business, finance, fundraising, database management or related field.
      • 1-3 years' experience working in fundraising or project organization.
      • Experience with Raiser's Edge database (preferably at the expert level)
      • Ability to understand internal business processes and how they relate to functionality within Raiser's Edge and database best practices.
      • Experience with online giving and software platforms such as GiveSmart, Constant Contact, Mail Chimp, or other comparable programs.
      • Ability to foster positive relationships with current and potential business partners.
      • TrueCare requires employees to be vaccinated as a condition of employment, subject to accommodation obligations.At Truecare, we put your health first. Our compassionate team understands your needs and provides a heartfelt welcome to each and every person who walks through our doors.Visit to learn more! Health Inside. Come in! Salud Adentro. Bienvenido!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. PI201067062

Keywords: TrueCare, San Marcos , Fundraising Specialist & Donations Data Entry, Other , San Marcos, California

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