Donor Relations Specialist

Southeast Health•South Greensburg, PA

2d•Onsite

About The Position

The Donor Relations Specialist (DRS) develops and oversees the annual Southeast Health system employee fundraising campaign for the Foundation, manages community initiatives, and oversees the allocations distribution process. This position is also responsible for collaborating with the fundraising team to secure various community gifts in support of funding priorities at SE Health and the Alabama College of Osteopathic Medicine. In addition, the DRS accepts and receipts donations, posts donor contributions, creates invoices and generates financial and donor-related letters and reports using the Foundation’s donor database. The DRS will use the donor database to retrieve donor data for team members, accounting reconciliation, the Foundation’s Board of Trustees and policy manuals. The DRS is responsible for preparing board minutes, agendas and reports as needed, and maintaining the Foundation’s board meeting and policy manuals. The DRS serves as liaison to the employee advisory council and the board’s Stewardship, Annual Gifts Committee and Allocations Committee; assists with the execution of the Foundation’s special events; collects, prepares and processes mail; maintains general files; processes accounts receivable and payable documents as needed.

Requirements

Develops and oversees the annual Southeast Health system employee fundraising campaign for the Foundation
Manages community initiatives
Oversees the allocations distribution process
Collaborates with the fundraising team to secure various community gifts
Accepts and receipts donations
Posts donor contributions
Creates invoices
Generates financial and donor-related letters and reports using the Foundation’s donor database
Uses the donor database to retrieve donor data for team members, accounting reconciliation, the Foundation’s Board of Trustees and policy manuals
Prepares board minutes, agendas and reports as needed
Maintains the Foundation’s board meeting and policy manuals
Serves as liaison to the employee advisory council and the board’s Stewardship, Annual Gifts Committee and Allocations Committee
Assists with the execution of the Foundation’s special events
Collects, prepares and processes mail
Maintains general files
Processes accounts receivable and payable documents as needed

Responsibilities

Create and implement annual employee gifting campaign in collaboration with the employee advisory council
Manage community based initiatives; i.e. HeartSafe
Support all donor gift processing and gift acknowledgment for the fundraising team to include monetary and in-kind donations
Manage all stewardship activities under the leadership of the SE Health Foundation Stewardship Committee chairperson (birthday cards, thank you letters, thank you calls, anniversary cards, acknowledgement letters)
Oversee the allocations/ Foundation’s grant process under the direction of the Foundation’s Board of Trustees
Serve as donor database subject matter expert; identify and implement processes and improvements to ensure the integrity of the database: build queries, run reports, maintain account contacts and journal records.
Accounting liaison – Foundation point person for SE Health Accounting Department – will support audit, 990, quarterly and annual accounting reports, monthly reconciliation between accounting and database entries and year-end donor reports
Assist with coordination of donor cultivation and special event logistics
Solicit in-kind donations for various events
Manage general operations for the department by ensuring supplies are ordered, meeting rooms reserved, catering confirmed.
Performs other related duties as assigned.