Coordinator Gift Services

Job Overview

The Coordinator of Gift Services at Children's Hospital Colorado Foundation (Foundation) is responsible for processing donations made to the (Foundation) and runs procedures related to the output and updating of information from the Foundation's Blackbaud CRM constituent database; enters and maintains constituent biographic and demographic information into the database; runs procedures to output and/or update information. Other duties include special projects and working at off-site Foundation events, as assigned.

This position will focus on the CRM/LO integration. This position will report directly to the Director, Gift Services in the Foundation.

Department Name: CHCHS Foundation
Job Status:
Full time, 40 hours per week.
Shift: Monday to Friday, 8am to 5pm. Hybrid

Process Gifts

• Process donations under $10,000
• Point person for gift imports for CGF and GIVE!
• Point person for breakdown of Pay Pal/Meta payout reports

Constituent Record Management/Data Integrity

• Create and maintain constituent records
• Run daily audit queries for data clean-up (most of these records come in from LO)
• Perform data clean-up projects as needed by the Foundation
• Maintain data integrity by correcting biographical information, including updating address, creating new constituent records, correcting dupes, etc.
• Update constituent information as requested by other Foundation team members (decease records, update relationships, recognition credits, etc.)
• Investigate duplicate records and merge as necessary
• Correct erroneous records
• Run weekly and monthly audit queries for data clean-up
• Adjust gift records that are less than $10,000 and with focus on gifts created in LO/Pay Pal/CGF
• Perform data cleanup projects as requested
• Process refunds of gifts as needed with a focus on gifts from LO (not related to recurring gifts)

Administer procedures

• Produce documents related to the Enterprise Zone program for donors
• During Q4, keeping Foundation staff appraised on status on Foundation remaining EZ credit relative to yearly maximum cap

CRM/LO Integration

• Monitor the daily LO sync process and address any errors that arise
• Partner with DS/IT/DBA to trouble shoot and enhance processes that affect gifts and revenue as well as constituent records
• Clear exception batches generated during the LO sync process
• Point person for Blackbaud Support in relation to issues with LO integration and BB Merchant Services as it relates to CRM revenue
• Prepare and upload offline gifts into the online system LO (supporting Courage Classic and other peer to peer events)
• Balance team raiser totals with CRM and report Courage Classic totals weekly March-September using Power BI
• Report fundraising status on a weekly basis to CC team
• Track progress of gifts and remaining funds towards CC matching campaigns and update and publish Power
  
  BI reports accordingly

Special Projects and Duties

• Paid to attend and work special events such as Courage Classic
• Monitor and respond to GS Help questions
• May be asked to work paid overtime depending on volume of activity and special needs
• Assist with other Gift Processing team members to assist or cover specific duties as volume or other circumstances, as needed (e.g., paid time off)

Degrees

• AA/AS preferred or at least 2 additional years of direct work experience (including two years + of minimum work experience) for a total of 4 years of direct related experience if no AA/AS degree.

Experience

• Direct experience and knowledge of data processing
• Knowledge of business systems and preferably with CRM or Luminate Online
• Maintaining and enhancing a constituent database and data entry procedures
• Ability to deal effectively with a diverse body of professional colleagues and staff
• A strong team orientation toward both internal and external constituencies
• Ability to learn new software and consistently follow procedures
• Collaborate with all business units in the Foundation
• Proficient in Microsoft Office
• Common knowledge of fundraising best practices and procedures
• Outstanding attention to detail and commitment to quality
• Excellent interpersonal skills, including verbal, written, and organizational skills
• An understanding and attitude of customer service; ability to be very flexible and dapt to change
• Must be able to manage time well, particularly while managing competing priorities
• Must be able to work both independently and as part of a group
• Willingness to take initiative, keep positive attitude, and maintain a professional demeanor
• Adept at problem solving, critical thinking, and judgment in situations that require sensitivity and tact
• Must maintain a high level of confidentiality
• Must be able to work independently and be willing to take responsibility for autonomous actions
• Accurately and efficiently type and complete data entry with little to no error
• Must be a positive team player who is willing to go beyond the daily duties to help the Foundation achieve overreaching goals

• Customer service, call…