-
Process gifts and record pledges, generate appropriate acknowledgement letters, manage matching gifts, stock gifts, write-offs, monthly employee gifts, electronic fund transfers, and online gifts.
-
Oversee annual ETL process and data migration task, including bulk imports, constituent records, batch updates, and integration of external alumni datasets.
-
Provide support in generating donor reports as well as other reports as requested.
-
Assist with event gift entry and registrations, and generate appropriate acknowledgement letters as requested.
-
Manage the Customer Relationship Management (CRM) system, ensuring data integrity, accuracy, and accessibility while coordinating updates, integrations, and other user support.
-
Run queries, reports, and mailing lists as requested.
-
Generate monthly pledge reminders and memorial notifications to families.
-
Assist in the development of, and ensure compliance with, filing protocols and naming conventions.