Senior Foundation Operations Specialist

Sanford Health•Sioux Falls, SD

20h

About The Position

Provides advanced-level support and coordination for Foundation Operations activities, applying knowledge of nonprofit fundraising principles, practices, and ethics. The role supports strategic Foundation Operations projects from planning through implementation and helps ensure alignment among timelines, stakeholders, and deliverables. It supports implementation, optimization, and ongoing management of the Foundation CRM and other technology platforms, and identifies opportunities to streamline processes and improve technology use. The position uses data, analytics, reporting, database analysis, and donor insights to support fundraising portfolio management, prospect research, stewardship, and strategic planning. It analyzes workflows and fundraising activities, supports gift acceptance and processing, maintains donor records, and develops reports, communications, dashboards, and tools for internal and external audiences. The role works with teams across the organization to understand business needs and improve data quality, processes, and reporting.

Requirements

Bachelor's degree required; in lieu of education, leadership may accept five years of applicable experience.
Knowledge of nonprofit fundraising principles, practices, and ethics.
Ability to prioritize and complete gift acceptance, processing, and receipting activities while protecting confidential information.
Ability to apply standards and regulations related to varied gift types and ensure accurate, timely CRM documentation.
Strong attention to detail and accuracy in processing and analysis.
Ability to adapt to changing situations and workloads.
Ability to work with teams across the organization to understand business requirements and goals.

Nice To Haves

Five or more years of experience in business, finance, data science, statistics, information management, analytics, fundraising, or a related field.
Experience operating reporting and analytic tools such as Raiser's Edge or another CRM.
Experience with Foundation CRM systems, reporting, database analysis, donor analytics, prospect research, portfolio management, and fundraising communications.

Responsibilities

Lead and coordinate strategic Foundation Operations projects from planning through implementation, keeping timelines, stakeholders, and deliverables aligned.
Support implementation, optimization, and ongoing management of the Foundation CRM and other technology platforms; identify opportunities to streamline processes and improve technology use.
Use data and analytics to help fundraisers prioritize donors, evaluate portfolio effectiveness, and identify engagement opportunities.
Conduct and coordinate prospect research to identify, qualify, and understand prospective donors, providing actionable insights for fundraising strategy.
Analyze process workflows in functional areas, particularly fundraising reporting, database analysis, and donor analytics, and identify improvements and relationships.
Collaborate with Foundation team members on processing and analyzing outreach efforts and fundraising strategies to maximize participation or contributions and minimize costs.
Prioritize and complete gift acceptance, processing, and receipting activities while maintaining confidentiality of associated data.
Apply professional standards and regulations for varied gift types and ensure appropriate, accurate, and timely documentation in associated CRM systems.
Prepare receipts and acknowledgement letters in accordance with IRS regulations.
Oversee database maintenance by accessing and updating donor files and maintaining information accurately.
Develop and deploy standard and custom reports, communications, and dashboards appropriate for internal and external recipients.
Develop and maintain standards for internal Foundation CRM processes.
Create reports and tools to assist with Foundation strategic planning.
Recommend ways to identify and analyze trends or patterns in complex data sets, supporting development, stewardship strategies, and portfolio management.
Monitor and analyze return on investment for communication activities, including events, mailings, and digital communications.
Use outside sources, including social media and digital analytics, to monitor online engagement and marketing performance.
Provide guidance on data management strategies and recommend improvements to data flow, availability, and quality.
Work with organizational teams to understand business requirements and goals and provide service accordingly.
Adapt to changing situations and workloads; proactively seek improvements and monitor feedback to recommend information-system modifications that support effective and accurate reporting and analysis.