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Gift Processor, Stewardship & Development
Summary/Objective:
The gift processor is responsible for researching, entering and maintaining data in the development gift information system and auditing the integrity of that dataEssential Job Functions:
General Gift Processing- Collect and process pledge contributions
- Create batches by fund
- Maintain donation files
- Maintain accurate database
- Oversee and monitor the preparation and coordination of gift acknowledgements
- Research issues pertaining to donor intent
- Run reports on an as needed basis
- Collect and record type and number of envelopes received prior to sending to lockbox company
- Download and import batch files from Lockbox company into ParishSOFT
- Maintain accurate records of imported batches
- Reconcile any batches with outstanding issues (i.e. multiple pledges, pledge/contribution not posting, etc.)
- Generate weekly acknowledgement reports to send to fulfillment vendor
- Generate monthly reminder report to send to fulfillment vendor for processing
- Process incoming pledges/contributions when they do not need to be shipped to WinTrust
- Generate Year End tax statements report to send to fulfillment vendor for processing
- Maintain accurate files with all batches and correspondence for all Stewardship and Development campaigns
- Maintain communication with the Associate Director of Stewardship and Development with any issues pertaining to the Annual Catholic Appeal
- Work as main contact with the Lockbox company on questions
- Collection, recording and shipping of all mail received in the Office of Stewardship and Development
- Reconcile deposit summaries on a daily basis with the finance department
- Create batches for all online donations on a weekly basis
- Maintain accurate records of transmittals between the Office of Stewardship and Development and the lockbox company
- Create, prepare and maintain order collection order forms
- Maintain inventory of stationary levels for all collections’
- Prepare monthly reminder statements for the Bless our Priests Collection
Secondary Job Functions: - Assist with coordination of mass mailings to potential donors working with print/mail vendor
- Work as the main contact with the lockbox company on questions
- Work with donors to ascertain donor intent
- Run reports on an as needed basis
- Assist with all administrative functions of Office of Stewardship and Development (filing, mail processing, invoice processing and tracking, coordinate mailings, assist with event/meeting functions maintain inventory of stationary levels, etc.)
- Work with Annual Catholic Appeal team on projects as needed
- Update project coordinator by email monthly on any donations from the prior month and send general ledger report for the Ghana Donkey Project
Required Competencies: - Superior interpersonal and organizational skills
- Strong attention to detail and financial reconciliation
- Critical degree of accuracy regarding data entry and analysis
- Ability to communicate technical data clearly
- Ability to prioritize work and perform multiple tasks simultaneously while adhering to deadlines
- Good problem solving and analytical skills
- Ability to maintain donor confidentiality
- Ability to take responsibly, to work well as a team member or to work independently
Required Education & Experience:
N/APreferred Education & Experience: - Accounting degree
- Experience with database structure, data input and query development
- Previous gift processing and/or accounting experience
- Proficient with Microsoft Office Suite (especially Excel)
Work Environment & Physical Requirements:
The general environment for this position is that commonly associated with an open office setting.
The physical demands of this position are those typically associated with work conducted in an office environment. The position requires that the person be able to lift up to 30 pounds.Full Time/Part-Time:
Full TimeNormal Work Days & Hours:
8:00 AM – 4:30 PM, M-F
This job description is not designed or intended to be a comprehensive or exhaustive list of all activities, duties or responsibilities that are required of an employee in this job. Duties, responsibilities and activities may change at any time with or without notice.
To apply, submit resume with cover letter to:
Diocese of Madison
Attn: Kristen Beckett
702 S. High Point Rd, Suite 225
Madison, WI 53719
Kristen.Beckett@madisondiocese.org
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Major Gifts Coordinator, Stewards & Development
The Diocese of Madison is looking for a Major Gifts Coordinator to advance the mission of the Diocese by inviting pastors, parishioners, donors and other constituents into deeper stewardship of financial resources through major gifts and planned gifts.
Essential Job Functions:
- Solicit gifts from prospective and active donors.
- Identify, qualify, cultivate, solicit and steward current and prospective donors.
- Manage a portfolio and maintain strong relationships with current and prospective donors.
- Monitor prospective contacts to ensure positive and purposeful donor relations.
- Participate in all aspects of the gift cycle:
- Initiate contact with potential and major gift donors.
- Develop appropriate cultivation strategies for all donors.
- Acknowledge and thank donors via phone or in-person.
- Work collaboratively with the staff of Office of Stewardship and Development, as well as other diocesan and parish employees.
- Create and maintain relationships with pastors, other clergy and laity to assist with planned and major gift program implementation in diocesan parishes.
- Share the mission of the diocese and the Catholic faith with benefactors in order to encourage their own relationship with Christ.
Required Competencies:
- Must be a highly energetic, self-motivated and self-directed professional with a track record of building donor relationships and closing gifts.
- Demonstrate an ability to develop and maintain positive, supportive, and productive relationships with donors and potential donors.
- Provide strong, creative and energetic leadership and work selflessly to help the mission.
- Strong listening skills and ability to develop rapport with people of all ages and economic backgrounds.
- Excellent written and oral communication skills.
Required Education & Experience:
- Three years or more in related field
- Proven record of major gift development
- Practicing Catholic in good standing
Preferred Education & Experience:
- Bachelor’s degree in Communications or related field
Additional Qualifications:
- Computer literacy with Microsoft Office programs
- Experience with producing promotional materials
- Proficiency in fundraising database management systems
- Strong faith-based understanding of philanthropy
- Knowledge of or ability to learn quickly the methodologies of planned giving
- Ability to work flexible hours and travel throughout the Diocese
- Ability to prioritize and self-direct workload
To apply, submit resume and cover letter with salary requirements to:
Diocese of Madison
Attn: Jill Driscoll
702 S. High Point Rd. Suite 225
Madison WI 53719
Jill.Driscoll@straphael.org