Philanthropic Services Manager; WSF

The Philanthropic Services Manager will enhance the Foundation’s ability to serve our donors, maintain accurate and useful data, improve our ability to use data in decision-making, and actively support development staff in efforts to build relationships, administer the charitable funds entrusted to us, and raise additional funds.

We are a nonprofit community foundation, comprised of over 1,500 funds, that assists people and organizations with their charitable giving, provides financial aid to college students, and makes Community Grants to nonprofit organizations in Forsyth County. We are the oldest foundation in North Carolina, and we are one of the oldest community foundations in the country.

Our vision:
A generous and trusting community where everyone is thriving.Our mission:
We inspire giving and link resources to action, strengthening Forsyth County—now and forever.

Our values:

• Inclusion – we practice and champion inclusion, honoring the strengths and experiences of all in our community.
• Accountability – we honor the intentions of our donors and partners and hold ourselves to the highest standards of ethics, service and stewardship.
• Continuous Learning – we are committed to learning and evolving with our community and our partners.

DESCRIPTION OF RESPONSIBILITIES

Database Management and Research (60%)

• Enter and maintain biographical and fund information in all databases (Raiser’s Edge, Financial Edge, Granted
  
  GE, and Blackbaud Net Community).
• Coordinate a wide range of data projects based on staff requests, including generation and organization of data from internal systems, cross-coordination of staff involved in project, and assisting with the analysis of results.
• Collaborate with fundraising team to track and report on fundraising progress, donor trends and analytics. Prepare relevant fundraising reports, including dashboards, for Board of Directors, internal leadership, and other committees.
• Create and run complex queries, reports, and mailing lists to support fundraising and outreach efforts on a routine and as-needed basis.
• Analyze, interpret and translate complex data from various channels, including mailings and e-communications, into actionable insights; use a racial and gender equity lens in understanding data.
• Execute regular Raiser's Edge maintenance, including but not limited to:
  • Updating addresses based on National Change of Address procedure
  • Duplicate record clean-up
  • Maintaining accuracy and organization of queries and reports
• Create a culture of data quality by following data integrity protocols, processes, and documentation; provide staff training in these areas.
  • Maintain database maintenance procedures manual for Raiser's Edge.
  • Provide technical support and training to Advancement and PS Operations to enhance end-user proficiency, skill, and professional development.
• Participate in Raiser’s Edge power users group; assist staff across the Foundation who are using Raiser's Edge for projects or reports, particularly as it relates to innovation in operations.
• Serve as the department’s database expert, proficient in our database and keeping abreast of its new developments including best practices (example: new RE releases).
• Working across departments, import and export constituent information.
• Oversee designated grants process and direct Grants Processor & Administrative Assistant on the related administrative tasks.

Donor Relations and Stewardship Support (20%)

• Directly field and respond to email and telephone inquiries from fund holders experiencing technical issues with the online donor portal. Answer questions about fund balances, statements, and grants.
• Lead collaboration with Marketing and Communications Manager on donor e-communications.
• Collaborate with Director, Philanthropic Services to ensure donor-advised funds maintain an active grantmaking status.
• In collaboration with Director, Fund Administration and Stewardship, create innovative programs and projects to thank and steward donors.

Other (20%)

• Manage the setup of new charitable funds by entering new fund information in Raiser’s Edge and Financial Edge and directing all fund set-up activities with relevant…