Process gifts daily following Ivy Tech Foundation procedures.
Using a variety of matching gift portals and processes, be the primary point of contact for matching gift recording and ensuring the process is complete.
Input prospect and donor biographic and demographic data for development office use.
Provide data batches to finance as well as preparing deposit tickets, and keeping appropriate backup documentation and records for department use.
Support and provide input to the development and implementation of policies, procedures, and internal controls.
Input approved adjustments requested from Foundation or campus teams.
Maintain in-depth knowledge of the functionality of the advancement system.
Serve as a backup to advancement services processes and procedures that are not the positions primary role.
Safeguard the confidentiality of constituent information at all times by adhering to ethical and confidentiality guidelines of the Foundation, College, CASE Standards, and the Association of Professional Researchers for Advancement (APRA) while managing data security and integrity.
Assist in identifying and resolving any defects/problems with data.
Monitor and review regular system reports to ensure integrity of the systems and data being reported on.
Conduct end-user verification and testing to ensure data accuracy, consistency and correct data entry or changes that need made to the advancement system(s).
Import data from other 3rd party systems or files as needed.
Serve on the data integrity team and provide solutions and/or forward-thinking enhancements to advancement system(s).
Utilize templates, modify existing or create from scratch reports, to meet the needs of the organization.
Provide campuses and Foundation team reports and dashboards to ensure development activities and results are focused on Foundation’s strategic goals.
Assist with the reporting to national reporting organizations like CASE’s Voluntary Support of Education (VSE).
Analyze and provide insights from data to help advance key business performances for the Foundation (giving trends, prospect mgmt., etc.).
Understand and implement gift acceptance and reporting requirements as determined by Foundation policy and CASE standards.
Provide training and training materials on the functions of the advancement system(s).
Serve as one of the contacts for campuses to address system utilization questions, data utilization needs, report generation etc.
Seek opportunities for professional development to enhance job performance.
This is not to be construed as an exhaustive list. Other duties logically associated with this position may be assigned. All responsibilities will be conducted within the parameters of the Family Educational Rights and Privacy Act (FERPA), other applicable regulatory requirements, and professional standards.
SUPERVISION RECEIVED: Assistant Vice President of Philanthropy
SUPERVISION GIVEN: N/A