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Position Summary
Full-time employee to manage Bloomerang, The Stewpot’s donor database, and Foundation Directory Online (FDO), a foundation search software. Daily tasks will include working in the databases, data entry, printing, scanning, copying, logging, etc.
Essential Functions
- Participate on a mail-sorting team.
- Print acknowledgements for Executive Director or Director of Philanthropy & Engagement’s signatures.
- Scan signed letters.
- Enter gifts in donor records.
- Create new donor records, as needed.
- Keep donor profiles and relationships updated and add/revise donor interactions or notes as needed.
- Conduct requested donor research in Bloomerang, FDO and via online research.
- Create accurate reports, mailing lists and other donor lists from Bloomerang as needed.
- Continually update Bloomerang organization and processes to better facilitate accurate, easy-to-understand, and consistent reports, mailing lists and other donor lists.
- Continually use the Bloomerang help function to learn how to use Bloomerang better.
- Use Bloomerang to provide accurate monthly financial reports.
- Write and mail thank you notes.
- Clarify donor information in Bloomerang and answer donor questions by phoning or emailing donors, as needed.
- Transfer any outside written donor information to Bloomerang as part of the donor profile, an interaction or a note.
- Other tasks as requested by the Manager of Development or Director of Philanthropy & Engagement or Executive Director.
Other Functions
- Use postage meter
Core Competencies
- Attention to detail.
- Donor communications.
- Written communications.
Qualifications
- Strong understanding of and experience working with donor databases, especially Bloomerang and other philanthropy software, such as Foundation Directory online.
- Working knowledge of office equipment.
- Interact well with donors and other Stewpot constituents.
Note
This description contains the information and facts considered necessary to describe and evaluate the duties of this position fairly and equitably. It should not be considered an exhaustive description of all the work requirements to be performed but indicates the kinds of duties and levels of responsibility required by the position. The Manager of Development may add or remove responsibilities as an occasion may require.