Project Manager, Philanthropy

Covenant Living Communities and Services•Plantation, FL

7d•$75,863 - $115,476

About The Position

This mid-level role provides detail-oriented operational support for philanthropy, including financial reconciliation, reporting, gift processing, marketing, and database and platform management. The Project Manager serves as a key partner to the Strategy and Operations Director, supports the Gift Coordinator, and provides system support, analytics, and project coordination for 23 fundraising sites while helping ensure the accuracy, efficiency, and integrity of fundraising operations. The role manages donor database analytics, queries, reports, audits, reconciliations, and user support; conducts prospect research and basic portfolio analysis; and performs gift processing for communities that temporarily lack a Director of Philanthropy or experience increased gift volume. It also supports financial reporting and reconciliation across fundraising, payment, and finance systems; maintains online organizational profiles and giving-platform representation; and prepares annual community Form 990 reports for corporate financial auditors. The position serves as a marketing liaison, supporting collateral needs, maintaining a library of donor and recipient stories and marketing materials, drafting planned-giving communications, and tracking production and event calendars. In partnership with the Operations Director, the role helps advance philanthropy operations through subject-matter expertise, training and support, and the development and standardization of forms, policies, procedures, and best practices. Additional duties include monitoring philanthropy mailboxes and phone lines, maintaining SharePoint files, taking meeting minutes, handling sensitive information discreetly, and participating in projects and work groups.

Requirements

Bachelor’s degree.
At least one year of experience providing support in a fast-paced organization.
At least one year of demonstrated expertise with Blackbaud’s RENXT Pro, eTapestry, or another customer relationship management platform.
Experience in project management.
Highly organized, with the ability to manage multiple projects, deadlines, and priorities simultaneously.
Strong analytical skills and the ability to identify, investigate, and resolve discrepancies across multiple systems and reports.
Ability to compare complex datasets, perform audits, and ensure consistency between fundraising and financial systems.
Ability to accept responsibility and account for actions.
Ability to adapt to workplace change.
Ability to work independently with minimal and remote supervision.
Ability to communicate clearly and concisely in writing.
Ability to understand the viewpoints and objectives of internal and external constituents.
Ability to demonstrate ethical conduct in accordance with accepted values and standards.
Honesty and integrity, including being truthful and credible in the workplace.
Ability to build relationships and maintain rapport with internal and external constituents.

Nice To Haves

Fundraising certification.
Two years of development or fundraising administrative experience in a nonprofit organization, or related experience.
RENXT Pro experience.
Experience with Crescendo Interactive.

Responsibilities

Provide analytics within the donor database, run regular queries and reports, and build new analytical reports.
Conduct weekly gift-processing audits and reconciliations.
Support users by contacting CRM customer service about outstanding questions and cases.
Conduct prospect research and basic portfolio analysis for Directors of Philanthropy.
Produce prospect profiles for cultivation, solicitation, and stewardship.
Complete gift processing for communities temporarily without a Director of Philanthropy and for multiple communities during periods of increased gift volume.
Enter gifts accurately and promptly in eTapestry, RENXT, or another database.
Generate gift acknowledgement correspondence from the Office of Philanthropy.
Process recurring donations daily and at year-end.
Journal recurring key gift entries, including employee payroll deduction donations.
Conduct deadline-driven variance analysis and reconcile philanthropic revenue, designated contributions, and key performance metrics across Raiser’s Edge NXT, payment platforms, and finance systems.
Resolve discrepancies, maintain data integrity, and deliver recurring financial reporting.
Update the organization’s online representation on websites such as GuideStar and Charity Navigator.
Update and maintain the organization’s presence on online giving platforms such as YourCause, Benevity, and Thrivent.
Act as a liaison with Finance, including providing information for monthly credit card gift reconciliations.
Prepare annual community Form 990 reports for corporate financial auditors.
Serve as a marketing liaison, monitor campus collateral needs, communicate deadlines, and proofread collateral drafts and documents.
Establish and maintain a library of donor and recipient stories, photos, and other marketing elements.
Draft Crescendo planned-giving newsletters, brochures, and templates.
Maintain the calendar for collateral production and key events, including annual gala events.
Partner with the Operations Director as a subject-matter expert in gift processing, fundraising reporting, and IRS compliance.
Train and support Regional Leaders in guiding Philanthropy Directors during onboarding, leadership transitions, and operational needs.
Develop and standardize forms, policies, procedures, and best practices that promote consistency and audit compliance.
Monitor and respond daily to the Giving, Gift Processing, and Donor Services mailboxes and the main Philanthropy phone line.
Upload files and organize documents on the Philanthropy SharePoint site.
Attend meetings when requested and take minutes for distribution.
Handle confidential and sensitive information with a high level of discretion.
Participate in special work groups and projects as directed.
Travel up to 10% by car and plane.