Philanthropic Records Specialist, Atrium Health Wake Forest Baptist

Kellie Dentler

Atrium Health Wake Forest Baptist

Philanthropic Records Specialist

JOB SUMMARY

Atrium Health Wake Forest Baptist is seeking a Philanthropic Records Specialist, a valued team member of the Office of Philanthropy and Alumni Relations. This role is responsible for ensuring that gifts are promptly and accurately recorded, receipted and documented in the Raiser's Edge database, always adhering to policy and procedures established by the Office of Philanthropy and Alumni Relations. The Specialist also creates and updates donor records, and performs gift research and runs queries.

This is a full time position, on-site in Winston-Salem, NC

Salary $40,000 - $55,000

FLSA Status: Nonexempt

Apply HERE

ESSENTIAL FUNCTIONS:

1. Accurate and timely processing of donations, while adhering to the Office of Philanthropy & Alumni Relations policies and procedures. Generates official tax receipts for all donation and mails with 48 hours of deposit. Researches gift processing questions, updates and/or sets up new donor records and ensures that gift documentation is scanned to appropriate electronic files.

2. Creates and maintains accurate alumni, donor, and prospect records, ensuring constituents can be contacted. Thoroughly and carefully reviews and proactively seeks biographical data from gift materials, solicitation response pieces, and online resources.

3. Excellent communication and collaboration with internal and external partners to ensure accuracy of donor data. Provides excellent customer service to internal and external customers when addressing questions, concerns and/or clarifying gift instructions via phone calls, email inquiries for face to face.

4. Generates honor/memorial letters, annual tax statements, and other donor correspondence accurately and timely.

5. Recommends processes and procedures to maximize workflow efficiency. Advises data services team on necessary changes needed pertaining to the donor database and other programs for quality assurance of donor information.

6. Assists in training co-workers and temp staff in job duties ensuring adherence to policy and procedure guidelines.

7. Performs other duties as assigned by the Gift & Data Services Manager as well as performs the backup duties of the Philanthropic Accounting Coordinator as needed.

EDUCATION/EXPERIENCE: Associate's degree in business or related field and two years of related experience; or, three to five years experience in gift processing in non-profit organization. Experience with Blackbaud RENXT database system, Microsoft Office. Experience in a non-profit environment preferred.

LICENSURE, CERTIFICATION, and/or REGISTRATION: N/A

SKILLS/QUALIFICATIONS: Experienced & accurate data entry skills, preferable in gift processing, with attention to detail and good organization/time management skills. Customer service oriented. Ability to use good judgement and work independently as well as with a team.

WORK ENVIRONMENT: Clean, office environment Subject to frequent interruptions PHYSICAL REQUIREMENTS: 0% 35% 65% to to to 35% 65% 100% N/A Activity X Standing X Walking X Sitting X Bending X Reaching with arms X Finger and hand dexterity X Talking X Hearing X Seeing Lifting, carrying, pushing and or pulling: X 20 lbs. maximum X 50 lbs. maximum X 100 lbs. maximum

ABOUT US

Atrium Health Wake Forest Baptist is a pre-eminent academic health system based in Winston-Salem, North Carolina. Atrium Health Wake Forest Baptist is part of Advocate Health, which is headquartered in Charlotte, North Carolina, and is the fifth-largest nonprofit health system in the United States, created from the combination of Atrium Health and Advocate Aurora Health. Atrium Health Wake Forest Baptist’s two main components are an integrated clinical system – anchored by Atrium Health Wake Forest Baptist Medical Center, an 885-bed tertiary-care hospital in Winston-Salem – that includes Brenner Children’s Hospital, five community hospitals, more than 300 primary and specialty care locations and more than 2,700 physicians; and Wake Forest School of Medicine, the academic core of Atrium Health Enterprise and a recognized leader in experiential medical education and groundbreaking research that includes Wake Forest Innovations, a commercialization enterprise focused on advancing health care through new medical technologies and biomedical discovery.

ABOUT THE TEAM

Mission, Vision and Culture Commitments

Mission

To improve health, elevate hope and advance healing – for all.

Vision

To be the first and best choice for care.

Culture Commitments

We create a space where all Belong

We Work as One to make great things happen

We earn Trust in all we do

We Innovate to better the now and create the future

We drive for Excellence – always

To apply for the position of Philanthropic Records Specialist, click HERE.