Big Brothers Big Sisters of South Central Indiana

General

• Process and record gifts, pledges, payments, matching gifts, in-kind contributions, soft credits, and other donor transactions in Salesforce
• Review source documentation and verify donor, campaign, fund, designation, payment, and recognition information
• Prepare Daily Gift Reports and other reports for Accounting
• Reconcile Salesforce gift activity with checks, online giving platforms, merchant reports, bank or deposit information, and Accounting records
• Research and resolve transaction discrepancies
• Maintain documentation and audit trails for gifts, adjustments, refunds, write-offs, and other donor transaction changes
• Coordinate with Accounting on month-end and year-end reconciliation
• Identify gift-processing errors and recommend process improvements to the Chief Mission Engagement Officer
• Serve as the primary business owner and power user of donor information in Salesforce
• Maintain accurate constituent records and donor history
• Develop and follow data-integrity standards and quality-control processes, including routine audits
• Develop and analyze donor reports and dashboards
• Export and segment donor data for stewardship, fundraising, communications, events, and reporting
• Document CRM procedures and train Mission Engagement staff
• Support peer-to-peer fundraising platform setup, utilization, data integration, and reconciliation
• Coordinate donor acknowledgments, tax letters, personalized correspondence, and donation-related communications
• Execute donor communications with Mission Engagement team members
• Coordinate quarterly CEO donor town halls and other stewardship activities
• Implement the stewardship plan and track stewardship activities with the Major Gifts Officer
• Provide responsive service to donors, volunteers, and community partners
• Identify donor engagement opportunities and stewardship best practices
• Protect confidential donor and organizational information
• Prepare materials, documents, tracking reports, donor lists, and correspondence
• Provide administrative support for Mission Engagement activities and fundraising, outreach, and awareness events
• Perform other duties as assigned

Explore Donor Services Specialist at Big Brothers Big Sisters of South…. Review requirements and application details.