Fundraising Operations and Data Manager

6 days ago

London, Greater London, United Kingdom Paul Davis Restoration of Greenville and Spartanburg Full time
About the Role

We are seeking a highly skilled and experienced Fundraising Operations and Data Manager to join our team at Paul Davis Restoration of Greenville and Spartanburg. As a key member of our fundraising team, you will be responsible for driving our fundraising efforts through data-driven insights and strategic operations management.

Key Responsibilities
  • Donor Analytics & Moves Management
    • Regularly review and update donor portfolios based on departmental criteria, donor behavior, and portfolio criteria
    • Manage incoming donor portfolio requests
    • Collaboratively develop, launch, and administer a moves management process in line with our CRM that provides insights on movement of donors through the donor lifecycle; delivers qualitative and quantitative data on individual fundraiser activity; and other related reports
    • Create reports / dashboards to inform the team and board on donor retention and attrition rates compared to industry standards
    • Maintain highly accurate and current donor data that effectively tracks key information, cultivation activities and histories, and solicitation and reporting calendars
    • Prepare monthly and quarterly revenue reports, weekly giving reports, and various financial and fundraising dashboard reports for the Finance Committee and Board of Directors
    • Work with fellow team members to facilitate regular (quarterly or monthly) lapsed donor reporting to provide team with actionable leads
    • Regularly (quarterly) report on progress to goals and metrics, and overall fundraising activities to produce key insights and observe trends
    • Oversee and manage guidelines and practice of the import and export of activities related to donor engagement (e.g. events and missions)
    • Create templates and systems that make the fundraising team more efficient in their cultivation and stewardship
  • Donation & Data Management
    • Process all gifts and ensure timely tax acknowledgment letters are sent to donors (within 48 hours of receipt of gift)
    • Reconcile gifts with the Finance Department and support with the annual audit
    • Generate various mailing lists for the Development Department
    • Manage pledge payment tracking and reminders and follow-up processes for multi-year donors/gifts
    • Oversee and create donation/solicitation coding and prepare backup gift documentation
    • Ensure all data entry is accurate and regularly checked for errors to maintain data integrity
  • Team Coordination and Administration
    • Working closely with the Chief Growth Officer and Head of Fundraising, support the administrative planning and delivery of team strategy days, away days and other key internal meetings, including meetings with our wider ecosystem
    • Ad hoc support for annual events
    • Create templates for emails and pitches to support donor cultivation
    • Provide administrative support to the Fundraising Team, including calendar management, scheduling meetings, and travel arrangements
  • Prospect & Donor Research
    • Perform regular wealth screenings of entire donor base to maintain accurate and updated prospect data
    • Develop and operate a process that proactively researches donors and prospects with ultra-high net worth to create a bench of qualified prospects
    • Conduct donor and prospect research and analysis based on requests from the team and SLT, or before events and cultivation meetings
    • Create data-informed prospect lists and profiles for major prospects and analysis to help fine-tune donor cultivation and relationships
    • Continually monitor industry standards and trends on prospect research practices to ensure practices remain ahead of the curve
    • Manage relationships and contracts with CRM and donor/prospect research vendors and/or external contractors, regularly assessing new products and technologies
    Requirements
    • A passion for and deep understanding of our organization's values
    • Strong critical thinker with keen attention to detail
    • Exceptional communicator: skilled listener, asks the right questions, builds relationships with others effectively, strong written and verbal communication
    • Exemplary customer service skills and strong work ethic with the ability to thrive in a fast-paced, entrepreneurial environment
    • Proactive learner and problem solver; can identify inefficiencies and generate effective solutions
    • Exceptional judgement: is a team player but knows when to ask for help
    • Always on time, always reliable, always professional
    • Strong knowledge of Excel and ability to learn a new CRM
    • Design skills desired (but not required)

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