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Donor Services Specialist

Key Facts

Full time
English

Other Skills

  • Microsoft Excel
  • Data Reporting
  • Microsoft Word
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Professionalism
  • Communication
  • Adaptability
  • Multitasking
  • Time Management
  • Teamwork
  • Customer Service
  • Creativity

Roles & Responsibilities

  • Bachelor's degree required or related experience
  • Minimum of two years of experience in nonprofit fundraising; database experience preferred
  • Experience with fundraising CRM platforms (e.g., Salesforce) and donor research tools
  • Proficiency in MS Office (Word, Excel, PowerPoint, Outlook) and familiarity with Adobe; strong data management skills

Requirements:

  • Manage day-to-day donor services including ensuring donor database integrity, accurate mailing lists, dynamic donor profiles, and related records to support the Foundation
  • Receive, process, and acknowledge gifts, including event receipts; monitor Foundation email/lockbox for donations daily and provide processing forms to Finance within 24 hours
  • Process gifts, pledges, and donation acknowledgements with accuracy; complete donation acknowledgement/tax receipt process within 72 hours of gift receipt
  • Update donor database weekly (addresses, demographics, opt-outs, memberships, employee/board status) and assist with mass mail processing and event data entry per plan

Job description

Centerstone is among the nation’s leading nonprofit behavioral health systems with thousands of employees dedicated to delivering care that changes people’s lives. A dynamic, well-established organization, we offer rewarding opportunities to serve all ages in a variety of settings. Come talk to us about joining the Centerstone team!


JOB DESCRIPTION:

SUMMARY OF POSITION

Centerstone’s Donor Services Specialist provides donor stewardship management and support of Centerstone’s Foundation. The Specialist will be responsible for processing donor gifts and acknowledgments, including receipting and processing acknowledgment letters, compiling data reports, event gift and RSVP tracking, donor data updates, and monthly reconciliation with Finance. 

ESSENTIAL DUTIES & RESPONSIBILITIES

  • Manage the day-to-day donor services including ensuring excellent donor database integrity, accurate mailing lists, dynamic donor profiles and other documents and records in support of the Foundation’s function.
  • Receives, processes, and acknowledges gifts received, including event receipts
    • Monitors Foundation email/lockbox for donations daily; provides processing form to finance within 24 hours
    • Processes gifts, pledges and donation acknowledgements with accuracy; completes donation acknowledgement/tax receipt process for all gifts within 72 hours of gift receipt
    • Prepares annual donation summary for donors meeting the IRS threshold in January of each year
    • Processes honor and memorial gift notifications within 72 hours of gift receipt
    • Processes event data entry, i.e. registrations, donations, etc., according to event plan timing
  • Processes donor database updates weekly, including, but not limited to:
  • Invalid or corrected addresses
  • Donor demographic information
  • Communication Opt-Outs
  • Society memberships
  • Employee and Board status
  • Review, research, and correct potential duplicates in the system
  • Donor profile research and development; assists as directed
  • Special mass mail processing (as identified), including list segmentation, generation, mail merge, printing, folding, stamping, etc.
  • Assist Donor Services team with select projects, as identified

KNOWLEDGE, SKILLS & ABILITIES

  • Effectively communicate via written, verbal, in person and virtual methods.
  • Demonstrated knowledge and ability to use technology/software solutions, including Salesforce (CRM) and donor research platforms (DonorSearch); proficiency in MS Office (Word, Excel in particular; PowerPoint, Outlook, Adobe preferred)
  • Highly organized, with excellent time management skills; ability to multitask and be in control of numerous tasks at any one time; comfortable with daily routine-based database tasks
  • Enthusiastic, action-oriented approach with strong work ethic, demonstrating initiative, creativity and follow-through; high level of energy, enthusiasm, and humor
  • Fantastic customer service ethic with high expectations for quality; great phone presence (will interface with donors and represent the organization)
  • Excellent communication skills (verbal, writing, and interpersonal); friendly, professional manner
  • Ability to work onsite or remotely with regular/reliable attendance, functioning both individually and as a multi-state, multi-time-zone team member with the ability to complete projects in a timely manner, as required
  • Comfortable working in a fast-paced environment while demonstrating a flexible and adaptable style; availability for extended hours as needed (system works in multiple time zones; occasionally provide support during events that may occur outside normal business hours)
  • Ability to travel as needed
  • A passion for Centerstone’s mission

QUALIFICATIONS

Minimum Education Level

Bachelor’s degree required or related experience

Minimum Experience

Minimum of two years of experience in nonprofit fundraising team; database experience preferred

Experience with fundraising CRM platforms

This position does not have supervisory responsibilities

Required Certification/Licensure

Not applicable

PHYSICAL REQUIREMENTS

Standing – 20%

Sitting – 80%

Squatting – Occasional

Kneeling – Occasional

Bending – Occasional

Driving – Occasional

Lifting – Occasional

DISCLAIMER

The duties and responsibilities described in this document are not a comprehensive list and additional tasks may be assigned to the employee from time to time, or the scope of the job may change as necessitated by business demands.

Time Type:

Full time

Pay Range:

$46,000.00--$64,470.00

Delivering care that changes people's lives starts with our employees. Below are just some of the great benefits Centerstone employees enjoy:

  • Medical, dental, and vision health coverage

  • Flexible Spending and Health Savings Accounts

  • 403b retirement plan with company match

  • Paid time off and ten paid holidays

  • AD&D Insurance, Life Insurance, and Long Term Disability (company paid)

  • Employee Resource Groups

  • Continuing education opportunities

  • Employee Assistance Program

Centerstone is an equal opportunity employer. Employment at Centerstone is based solely on a person's merit and qualifications directly related to professional competence. We treat all clients and colleagues with dignity and respect.

At Centerstone, we use our values as a guide for what we do. Respect, Expertise, Integrity and Empowerment are at the heart of every interaction at Centerstone, and particularly rooted in our Culture.

Our approach to culture is to create an environment that encourages, supports and celebrates the voices and experiences of our employees. We are committed to a culture of empowerment, respect, integrity and expertise that powers our innovation and connects us to each other, our clients and the communities we serve.

Centerstone is also committed to a strong culture of quality and safety, celebrating role-models who champion best practices for quality, clinical risk, and patient safety.

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