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Associate

• Upload and accurately record checks and other contributions into the organization’s fundraising CRM
• Ensure donations and donor information are entered accurately and in a timely manner in the department’s database and financial platforms
• Prepare and send prompt acknowledgments and thank-you communications to donors
• Maintain accurate and up-to-date donor records
• Use AI or build systems to monitor incoming gifts and access missing or incomplete information
• Provide administrative support for fundraising initiatives, donor events, and special projects as needed
• Serve as a liaison between the Finance and Philanthropy teams regarding donations, deposits, donor records, and financial reporting
• Reconcile information between QuickBooks and the fundraising CRM
• Investigate and resolve discrepancies between financial and fundraising records
• Communicate identified issues and resolve them
• Ensure fundraising and financial records remain accurate and current
• Review the fundraising CRM for errors, inconsistencies, duplicate records, and missing information
• Identify and report technical CRM and data-related issues
• Develop an understanding of CRM processes and identify opportunities to improve efficiency and accuracy
• Assist with documenting and improving administrative and data-management processes
• Work directly with the Head of Philanthropy on best practices and reconciliation processes
• Create visual materials as needed for philanthropy events, donor communications, and special initiatives
• Collaborate with the Philanthropy team to develop creative concepts and materials supporting fundraising and donor-engagement goals

Development Associate