Donor Services Specialist
POSITION TITLE: Donor Services Specialist
REPORTS TO: Chief Development Officer
STATUS: Full Time, 37.5 Hours, Non-Exempt
CHAPTER: Northern California and Northern Nevada
LOCATION: San Jose, California
Who We Are
The Alzheimer’s Association is the leading voluntary health organization in Alzheimer’s care, support and research. Our mission is to lead the way to end Alzheimer's and all other dementia - by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.
At the Alzheimer’s Association, our employees are at the core of all we do. Our network of more than 1,700 employees across the United States makes a difference each and every day for those impacted by Alzheimer’s and those at risk for the disease.
We warmly invite qualified applicants to consider this opportunity to make a life changing impact on the millions living with Alzheimer’s, their caregivers and those that may be diagnosed with the disease in the future. Read on to learn more about the role, then visit our website www.alz.org to find out more about who we are and why we've been recognized as a Best Place to Work the last eleven years in a row.
The Donor Services Specialist is responsible for the donor services functions. This position will be responsible for preparing gifts for data entry, as well as providing superior customer service by responding to donor services related questions and issues from both external and internal audiences. S/he will compile data for a variety of reports for the use of the Development office and provide other administrative support for the San Jose office. This position is 37.5 hours per week, based in the San Jose office.
- Perform all daily gift processing tasks, including but not limited to receiving and sorting mail, scanning gift documentation, preparing and coding gifts in accordance with organization deadlines and policies
- Work diligently to ensure all fundraising event gifts/sponsorships are being applied by the Hub Donor Services team to the correct event, reaching out to Walk Managers and the Development Specialist when needed
- Prepare and mail donor acknowledgments for Intermediate and Major Gifts in coordination with the Executive Director of the region
- Take donation calls, answer development and donation related questions and fulfill all donor requests
- Collect information to track and report on donor giving
- Effectively track and manage the disbursement of matching gifts to the appropriate chapter fundraising events
- Manage return to sender mail as well as requests from constituents to update their donor records (change of address, take address off mailing lists, etc.)
- Perform all tasks related to maintaining, updating, de-duping and correcting donor records
- Maintain and update Key Stakeholder Lists, e.g. Board Alumni, Holiday Mailings, Event Invite listsReceive, route and file Planned Giving documentation
- Cross-train with Development Specialist
- Provide expert level support with tasks related to Team Approach and Convio Luminate donor records and data
- Cover front desk as part of a regularly scheduled rotation
- Provide other administrative support as needed
Culture of Collaboration
Fully engage in a culture where team collaboration is highly valued. Work as a team to accomplish, if not exceed, organizational goals in the National Strategic Plan.
- Participate in Walk to End Alzheimer’s staff team and personal fundraising goals
- Work at least one Walk to End Alzheimer’s on a weekend
- Respond to public policy calls to action & participate in advocacy days
- Enhance our culture of diversity and inclusion in all aspects of the job
- AA degree, Bachelor’s preferred
- 5 years of database management and reporting experience
- Strong data analysis skills
Knowledge, Skills and Abilities
- Advanced computer skills including MS Office, Google Suite, and Access Database. CRM database (Personify), Convio Luminate and Team Approach experience
- Enjoy working with numbers, computers and people
- Ability and willingness to learn new software
- Self-starter, able to work independently
- Strong organization skills and attention to detail
- Data entry skill with speed and high accuracy (45 wpm)
- Ability to problem solve
- Excellent written and oral communication skills
- Excellent customer service skills
- Ability to maintain confidentiality
- Ability to handle stress and successfully handle several projects at once
- Office work experience
- Experience with Alzheimer’s or healthcare and senior issues a plus
Job Description Disclaimer
This job profile in no way states or implies that these are the only duties to be performed. You will be required to follow any other instructions or perform any other duties as requested by your supervisors. This is not meant to be an exhaustive list of job duties and essential elements may change when necessary.
Employees working 24 hours/week or more are eligible for a comprehensive benefits package, including medical, dental, vision, flex accounts, short and long-term disability, life insurance, tuition reimbursement, generous PTO as well as an annual Cultural & Heritage Day and Volunteer Day of their choosing. They are also eligible for our gold standard 401(k) retirement plan. Full time employees (37.5 hours/week), will enjoy all of the above plus an annual School Visitation Day an Elder Care Facility Day of their choosing, plus Caregiver Leave.
The Alzheimer’s Association is committed to diversity, equity and inclusion in the workplace and provides consideration for an employment relationship without regard to race, color, religion, sex, sexual orientation, gender expression, gender identity, genetic predisposition, national origin, ethnicity, disability, veteran status, or any other characteristic protected by federal, state or local law.