Foundation Associate

Overview

The Foundation Associate is responsible for maintaining administrative tasks and operational aspects of the Covenant Health Care Foundation while being part of a team focused on making a positive impact. Duties include gift processing and receipting, donor record maintenance, financial reporting (including month-end and bank deposits), payment processing, database reporting, and a wide away of programmatic and customer service support. This position is integral to the Foundation mission and will work within and contribute to a collaborative and upbeat team environment.

Additional responsibilities may include participating in special events, campaigns, and marketing efforts to further the mission.

Consistent with Covenant expectations, the Foundation Associate will provide excellent customer service, conduct themselves in accordance with the standards contained in the Vision, Mission and Values of Covenant Health Care, and always demonstrate a commitment to Extraordinary Care for Every Generation.

• Maintain various administrative and operational aspects of the Foundation.
• Responsible for charitable gift processing, prompt receipting, and professional acknowledgments.
• Ensure financial accuracy, preparing month-end reports and bank deposits.
• Maintain accurate records in donor databases, generate reports, and ensure data integrity.
• Enter and track Foundation expenses and project budgets, providing reports as required.
• Support, monitor, document and communicate the Foundation project request process under the direction of departmental leadership.
• Monitor organizational retirements and departures to reconcile with payroll deductions.
• Address and resolve questions with customers regarding charges.
• Work with volunteers as requested for direct mailings, newsletters, activities, scholarship review, and special events.
• Build effective working relationships with colleagues within Covenant Health Care.
• Maintain appropriate historical receipts and records.
• Support the creation, maintenance, and documentation of fund records, history, and gift agreements.
• Administrative tasks may include answering phones, email correspondence, ordering office supplies, processing vendor payments, and booking orders for Reach Out and Read.
• Operational tasks may include minor website updates, raffle license support, event support and RSVPs, Board of Director support, and creation of forms (electronic, online, etc.).
• Work directly with department staff, members of the community, vendors, administration, directors, managers, physicians and staff to further the organization's mission.
• Protect donor privacy and adhere to HIPAA laws and requirements.
• Arrange and oversee details related to assigned Covenant special events and meetings, ensuring Covenant is well-represented.
• Provide ongoing support of other Foundation initiatives as directed.

EDUCATION/EXPERIENCE

• Bachelor’s degree in a related field, or an equivalent combination of completed education and experience.
• Minimum of two years’ experience in administrative and professional processes, practices, and methods required.
• Previous work experience in non-profit administration, finance, community relations, or customer service preferred.
• Previous experience with donor software (Blackbaud/Raiser’s Edge, or comparable donor or sales database) preferred.

• Ability to learn quickly.
• Strong organizational, communication, and data management skills.
• Excellent at creating and maintaining processes.
• Strong efficiency in Microsoft Office (Word, Excel, Outlook, Teams, et al).
• B basic understanding of financial concepts, budgeting, and data systems.
• Understanding of databases.
• Ability to work under minimal supervision and make independent…