Matching Gifts & Employee Give Data Processor

Genevieve Peterson

JOB SPECIFICATION

POSITION: Development Data & Matching Gifts Officer

DEPARTMENT: Development/Advancement

LOCATION: Great Hearts Foundation

REPORTS TO: Development Systems Manager

EEO Classification: Professionals

FLSA STATUS: Exempt

Status: Full time

Annualized Salary: $44,000

Organization Description

Great Hearts Academies is a nonprofit charter management organization (CMO) that operates classical preparatory K-12 public charter schools. Our academies cultivate the minds and hearts of students through the pursuit of truth, goodness and beauty.

We currently serve over 15,000 students in 29 schools through Arizona and Texas and are dedicated to serving new communities with our liberal arts model of public education and restoring excellence to American public education. We proudly prepare students for success at the best colleges and universities in the nation, but see our larger purpose as producing great-hearted graduates that are prepared to be intellectual, moral, and engaged citizens.

Great Hearts Academies’ primary goal is to graduate thoughtful leaders of character who will contribute to a more philosophical, humane and just society. As our national network grows, we will offer this opportunity to more families and educate more great-hearted graduates, serving as a catalyst for reforming public education. Additional information can be found at http://www.greatheartsamerica.org/.

Position Summary

The Development Data & Matching Gifts Coordinator is responsible for the oversight and gift entry of the matching gift (MG) and employee give (EG) program, a component of fundraising development. This position entails significant amounts of time devoted to communication with Matching Gift companies, gift entry as well as communicating with Academy Giving Managers and in some cases, individual donors to ensure knowledge about the possibility of matching gifts, as well as maintaining and updating appropriate information on the website and within relevant marketing materials. Additional related job duties as assigned.

The Development Data and Matching Gifts Coordinator reports to and works in collaboration with the Development Systems Manager Great Hearts Foundation.

Duties & Responsibilities

• Guide MG/EG monies through the Great Hearts System ensuring prompt deposit of any checks upon receipt.
• Maintain matching gift company password log in and school matching gift email addresses .
• Obtaining Donor Detail Reports for all MG/EG gifts.
• Entering all MG/EG gifts within 4 days of bank deposit into Raiser’s Edge
• Create any needed MG/EG reports and queries.
• Sending timely acknowledgments to EG donors and other entities as needed.
• Filing records and managing records retention for all check information
• Create and project launch proactive Matching gift program for the network.
• Checking all individual donations against the donor’s employer to see if they are eligible for a corporate match.
• Reaching out to individual donors to inform them of the possibility of a corporate matching gift.

Qualifications, Competencies & Strengths

Education/Certification: Experience in an administrative or data entry role, preferably with a not for profit organization.

Experience: Two years of administrative or non-profit support experience.

This position requires an organized, proactive, and energetic individual who will work effectively with donors, corporations, and internal stakeholders.

Special Skills:

• Knowledge of gift entry in Raiser’s Edge
• Working knowledge of spreadsheets and word documents
• Proficiency in project management, research and data analysis and ability to multi-task
• Extensive attention to detail
• At least 2 years of experience in fundraising development in nonprofit organizations.
• An ability to think independently and communicate effectively.
• Strong interpersonal skills.
• Excellent oral and written communication skills.
• An ability to learn quickly, especially regarding software management.

Additional Requirements

Type of fingerprint clearance: Must possess or obtain valid Arizona Department of Public Safety fingerprint clearance card.

Physical functions: Requires but is not limited to standing, sitting, repetitious hand and body movements, bending, squatting, and reaching. May be required to move or position equipment up to 15 pounds approximately.

Travel required: Occasional errands as it pertains to the coordination of the Major Gifts team needs.

This description reflects management’s assignment of essential functions, it does not exclude or restrict the tasks that may be assigned.

Great Hearts Academies is an Equal Opportunity Employer.

Contact Genevieve Peterson at gpeterson@greatheartsaz.org