Assistant to the Head of Institutional Advancement
Job Summary: The Assistant to the Head of Advancement Services manages the Advancement Services operations of the Office of Institutional Advancement and serves as a key partner in all areas of Institutional Advancement.
Duties and Responsibilities
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Provides broad leadership and administrative oversight in the evaluation, planning, implementation, and improvement of functions, operations, and resources within Advancement Services.
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Serves as Institutional Advancement’s database manager in providing leadership and administrative oversight in supporting data-driven strategies and tactics, including (but not limited to) successfully achieving the following:
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Ensuring database integrity by managing the process and workflow for timely and accurate data entry/coding of gifts and the production of mailing lists for departmental direct mail campaigns, event invitation/registration, and stewardship outreach.
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Ensuring gift receipting and gift acknowledgment to donors are distributed in a timely and accurate manner.
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Overseeing the distribution of gift reports and pledge reminders, ensuring they are distributed timely and accurately.
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Maintaining a catalog of available reports in the Advancement database and ensuring fulfillment of internal and external data requests.
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Optimizing database functionality by staying current on database upgrades and enhancements.
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Establishing and implementing best practices in data management for prospect management, donor relations, and legacy gifts. Manages and monitors the prospect management process.
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Overseeing high-priority projects such as global data updates, data imports (e.g., wealth screening data), and data analysis.
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Serving as a resource to resolve all database-related issues and challenges.
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Maintaining compliance with federal and industry regulations, and CASE guidelines as well as the policies and procedures of Westminster Schools of Augusta.
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Serves as the primary contact with the business office for gift reconciliation, setting up new funds, troubleshooting gift entry adjustments, and providing appropriate documentation for auditors.