Development Coordinator
CurrentDonor StewardshipWork in conjunction with the Dir. of Philanthropy to implement and manage a major donor program, including tracking a robust pipeline, prospect research, and creating donor bios.Lead all donor-centric appreciation efforts, including timely and personalized tax acknowledgments.Support the execution of donor cultivation events, driving donor participation and support.Manage the WealthEngine platform to gather valuable insights for donor prospecting and engagement.Financial ManagementGenerate revenue reports for leadership, effectively tracking all donations, pledges, and grant receivables.Developed streamlined data entry protocols within Salesforce, ensuring data integrity and efficiency.Manage multiple payment platforms, including Benevity, Classy, Fidelity, and PayPal, ensuring seamless transaction processing and donor satisfaction.Conduct reconciliations with the finance team on a weekly, monthly, and annual basis, ensuring accurate financial records.Support the preparation of materials for annual audits and annual reports.Grants ManagementEfficiently managed the end-to-end grant management process, from LOI submission to award.Proactively maintained and monitored grant deliverable deadlines.Collaborated with cross-functional teams to collect and compile essential information for grant applications.Implemented a comprehensive system to track grant payments and receivables, ensuring timely invoicing and accurate financial records.Administrative LeadershipFacilitate weekly development department meetings, including leading DEIJ work to foster effective communication, collaboration, and goal alignment with equity at the forefront.Active role in organization-wide leadership opportunities, including annual staff retreat planning and affinity groups to help build an inclusive environment for all staff and members.