Gift Planning Data Coordinator

Queen's University

About The Position

Reporting to the Director, Gift Planning, the Gift Planning Data Coordinator is responsible for accurate entry, maintenance, and integrity of Gift Planning data in the University's Advancement database. The role ensures information about planned gifts, long-term commitments, and deferred pledges is complete, consistent, and reliable. It conducts data integrity reviews, resolves discrepancies, supports effective data management practices, and recommends improvements. The position provides timely pipeline reporting to Gift Planning staff and leadership to support portfolio management, forecasting, and strategic decisions. It records, tracks, monitors, and reports long-term gift commitments, including donations to the US Foundation, and coordinates the daily operations of pledge and renewal programs. The role also performs analysis, prepares communications and financial statement summaries, and advises on pledge policies and system capabilities.

Requirements

  • Three-year Community College Diploma, three-year Bachelor's Degree, or equivalent.
  • More than 3 years and up to and including 5 years of experience.
  • Practical and applied knowledge of specialized methods and processes, typically acquired through technical or academic qualifications and/or work experience.
  • Ability to provide consultation and advice on complex or non-routine issues.
  • Strong interpersonal skills, including the ability to understand and influence others, adapt messages to the audience, and build relationships, trust, and credibility.
  • Ability to manage own work and contribute to setting priorities and direction in support of team goals.
  • Ability to identify problems, investigate their causes, draw logical conclusions, and provide recommendations.
  • Commitment to equity, diversity, accessibility, inclusion, Indigenization, and human rights for equity-deserving groups.

Nice To Haves

  • Experience working in a comparable client-focused environment.
  • Experience working in a non-profit office.
  • Knowledge of relationship building, fundraising, and stewardship.
  • Experience in database administration or management, design, or technologies, such as MySQL, PostgreSQL, Oracle/DB2, relational databases, or warehoused databases.
  • Equivalent combinations of education and experience may be considered.

Responsibilities

  • Record, track, monitor, and report long-term gift commitments in the database, including donations to the US Foundation.
  • Coordinate day-to-day operational aspects of pledge and renewal programs, analyze them, and recommend improvements.
  • Write formal communications supporting pledge maintenance, follow-up, and renewal.
  • Prepare monthly, quarterly, and annual pledge status reports, cash projections, and pledge status aging and overdue reports.
  • Prepare summaries for the University's consolidated financial statements.
  • Monitor data integrity, conduct integrity checks, and adjust processes according to defined schedules or as required.
  • Provide information and guidance on pledge policies relating to gift acceptance and system capabilities.
  • Support the department or unit through other duties as required.
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