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Ladish Center, Oconomowoc, WI, United States of America
Hybrid
Record and process charitable contributions from a variety of sources, including outright gifts, pledges, sponsorships, grants, stock transfers, donor-advised funds, planned gifts, and event revenue.
Manage pledge administration, including tracking commitments, generating invoices, monitoring payment schedules, and supporting collection and reconciliation efforts.
Maintain accurate and complete donor and constituent records within Salesforce and related systems.
Ensure data integrity through ongoing record maintenance, audits, updates, and quality control procedures.
Support gift reconciliation processes in partnership with Foundation and Finance staff.
Coordinate the Foundation’s gift acknowledgment process, including preparation of tax receipts, acknowledgment letters, stewardship communications, and donor recognition activities.
Track stewardship activities and donor recognition commitments.
Respond to donor inquiries related to gifts, pledges, sponsorships, acknowledgments, and third-party fundraising activities.
Support administration of third-party fundraising events and community fundraising initiatives.
Assist in optimizing the Foundation’s use of Salesforce, including workflows, reporting, dashboards, data structure, and process improvements.
Generate reports, mailing lists, donor profiles, prospect summaries, and analytics to support Foundation leadership and fundraising activities.
Collaborate with team members to identify opportunities for improved efficiency, reporting, and data utilization.
Conduct wealth screening, prospect research, and constituent analysis to support donor identification, qualification, and portfolio development.
Prepare prospect profiles, briefing materials, and background research for Foundation leadership, board members, and fundraising staff.
Monitor and update prospect information and philanthropic activity.
Coordinate purchasing and ordering for Foundation-supported patient care and program initiatives, including items for pediatric treatment units, patient support programs, therapeutic activities, and other Foundation-funded projects.
Assist with administrative functions including scheduling, meeting preparation, document management, and project coordination.
Support Foundation leadership with special projects and operational initiatives.
Support Foundation events through registration management, guest tracking, nametag preparation, auction or sponsorship administration, onsite event support, and post-event reconciliation.
Attend select Foundation events, donor gatherings, and community engagement activities as needed.
Additional Job Description:
Position requires walking, sitting and standing. Lifting is moderate; must be capable of lifting a minimum of forty (40) pounds. Reaching, handling, grasping and manual dexterity are necessary to operate various equipment.
Verbal and hearing ability are required to interact with staff, consultants, patients and family members of patients. Numerical ability is required to maintain records and operate a computer.
Tact is required to interact effectively with employees and professional staff. Logical thinking and discretion required to make decisions in initiating and implementing policies and procedures and standards.
Must be able to read and communicate through written, verbal and auditory skills and abilities.
Must be physically/mentally able to perform job duties as verified by a physical exam by a licensed physician, per post-employment physical.
Associate’s or Bachelor’s degree preferred, along with at least three years of experience in nonprofit operations, fundraising administration, database management, donor relations, or a related field; 3–5 years of relevant experience may be considered in lieu of a degree.
Experience with Salesforce or similar CRM/database platforms strongly preferred.
Experience with gift processing, pledge management, prospect research, and donor stewardship activities preferred.
Strong analytical, organizational, and problem-solving skills.
High degree of accuracy and attention to detail.
Excellent written and verbal communication skills.
Ability to handle confidential donor and organizational information with discretion.
Proficiency in Microsoft Office Suite, particularly Excel and Word.
With a career at Rogers, you can look forward to a Total Rewards package of benefits, including:
Through UnitedHealthcare, UMR and HealthSCOPE Benefits creates and publishes the Machine-Readable Files on behalf of Rogers Behavioral Health. To link to the Machine-Readable Files, please visit Transparency in Coverage (uhc.com)