Donor Services Associate

chicago history society•Chicago, IL

8h•Onsite

About The Position

The Donor Services Associate is a key team member responsible for ensuring the accuracy, integrity, and reliability of the Chicago History Museum’s database of record, Altru. This position manages the timely and precise processing of gifts, memberships, and donor records in accordance with established accounting procedures, the Donor Bill of Rights, and institutional best practices. The Donor Services Associate supports donor stewardship through the preparation and distribution of acknowledgements and tax receipts, and partners with the Finance and Accounting Department to support monthly reconciliation activities. This role also contributes to data-informed fundraising and engagement efforts through the development of reports, queries, and targeted constituent lists. This position requires a high level of attention to detail, discretion, and a commitment to data integrity.

Requirements

High School Diploma or equivalent required
Two-Three years of experience using a CRM, preferably Altru
Ability to work autonomously and as part of a team
Ability to work with diverse departments and professionals
Excellent attention to detail
Strong organizational and time management skills
Ability to execute multiple deadline-driven projects
Excellent oral and written communication skills
Advanced proficiency in Microsoft Word and Excel
Desire to contribute to and promote a positive culture and collegial atmosphere
Commitment to the mission, core values, and programs of the Chicago History Museum

Nice To Haves

Bachelor’s degree preferred

Responsibilities

Processes and records gifts, pledges, and memberships in Altru with a high degree of accuracy and timeliness
Maintains and updates constituent records, ensuring completeness of demographic and biographical data
Generates routine and ad hoc reports, including batch commitment and weekly gift reports
Prepares and distributes donor acknowledgement letters
Records and maintains donor recognition preferences and ensures adherence to those preferences
Generates donor invoices and pledge reminders
Performs financial adjustments to gift records
Supports monthly reconciliation process
Manages gift documentation by scanning, saving, and attaching supporting materials to constituent and gift records
Completes matching gift applications and related donor forms
Communicates with donors and members to resolve discrepancies or obtain required documentation related to gift processing
Develops and executes database queries and generates targeted lists to support development, membership, and institutional communications initiatives
Contributes to ongoing data quality efforts and supports departmental reporting and analysis needs
Participates in departmental projects and initiatives as assigned
Ability to lift, carry, and otherwise move objects weighing 20lbs.