Gift Planning Data Coordinator - Jobs and employment opportunities in Canada - jobs-ca.com

Job Summary

A Brief Overview

Reporting to the Director, Gift Planning, this role is responsible for the accurate entry, maintenance, and integrity of Gift Planning data within the University's Advancement database. The position serves as a key data resource, ensuring information related to planned gifts, long-term commitments, and maintenance of deferred pledges is complete, consistent, and reliable. The role conducts regular data integrity reviews, resolves discrepancies, supports strong data management practices and processes, and makes recommendations for improvement. Through accurate and timely pipeline reporting, the position provides Gift Planning staff and leadership with dependable information to support portfolio management, forecasting, and strategic decision-making.

This position records, tracks, monitors, and reports long-term gift commitments, including donations to the US Foundation. This position coordinates the day-to-day operational aspects of pledge and renewal programs, performs analysis, and makes recommendations for improvement. This position also prepares summaries and reports for the University's consolidated financial statements.

Job Description
What you will do

Records, tracks, monitors, and reports long-term gift commitments using the database, including donations to the US Foundation.

Coordinates the day-to-day operational aspects of pledge and renewal programs, performs analysis, and makes recommendations for improvement.

Writes formal communications in support of regular maintenance, follow-up, and renewal of pledge commitments.

Prepares pledge status reports, cash projections, and pledge status aging/overdue reports on a monthly, quarterly, and annual basis.

Prepares summaries for the university’s consolidated financial statements.

Monitors data integrity, conducts integrity checks and adjusts processes according to defined schedules or as required.

Provides information and guidance on pledge policies with respect to gift acceptance and system abilities.

Other duties as required in support of the department and/or unit.

Required Education

Three-year Community College Diploma or Three-Year Bachelor Degree, or equivalent.

Required Experience

More than 3 years and up to and including 5 years of experience.

Experience working in a comparable client-focused environment considered an asset

Experience working in a non-profit office considered an asset.

Knowledge of relationship building, fundraising and stewardship considered an asset.

Experience in database administration/management, design and/or technologies considered an asset (e.g., MySQL, PostgreSQL, and/or Oracle/DB2, relational databases, warehoused databases, etc.).

Consideration may be given to an equivalent combination of education and experience.

Job Knowledge and Requirements

Practical and applied knowledge of specialized methods and processes that are typically acquired through a combination of technical or academic qualification and/or work experience.

Provide consultation and advice on non-straightforward and/or complex issues.

Interaction with others typically requires interpersonal skills and the ability to understand and influence.

Adapt messages to meet the needs of the intended audience.

Build relationships, trust and credibility.

Manage own work and may train and review the work of casual employees, work study students and/or volunteers, to see commitments through to completion.

Contribute to setting work priorities and direction, supporting the team in achieving goals and objectives.

Participate in project team meetings and develop individual project plans.

Lead procedural or technological change within a unit.

Identify new problems and seek information and input to fully understand the cause of problems.

Identify opportunities to improve the effectiveness and efficiency of work processes.

Draw logical conclusions and provides opinions and recommendations.

Research equity, diversity, accessibility and inclusion resources and best practices relevant to the job and unit operations in order to inform evidence-based planning.

Commitment to principles of equity, diversity, accessibility, inclusion, Indigenization and human rights for equity deserving groups.

How to Apply
Please make sure that you quote job code J1026-0367 in your application and mention that you saw this posting on WorkInNonProfits.ca. Please apply on our website - click here!