Advancement Services Associate
The Advancement Services Associate is responsible for providing the Corporation and Foundation Relations staff with new and updated foundation and corporation research profiles as well as enter and receipt private donations as part of the daily gift management process. The associate will work with the Prospect Research Associate to produce in-depth individual profiles, briefing documents, event blurbs, and other research materials. The associate will have a shared role in the gift management process that includes entering and maintaining gift data in accordance with IRS and National Academies' regulations as well as producing donor receipts in a timely manner. In addition, the associate assists the Director and other staff with reconciling and reporting gifts, performing various database clean-up tasks, and regularly improving and documenting policies and procedures in Advancement Services.
Essential Job Duties
- Supports Corporation and Foundation Relations staff by providing foundation and corporation research profiles and briefings. Keeps the profiles up-to-date for the Top Foundation profiles that are shared with NRC staff.
- Works with Prospect Research Associate responding to requests from development staff and Academies' leadership by compiling and producing in-depth individual profiles, event attendee bios, briefing documents, and other research materials; updates profile templates as needed. These documents may include biographical data, institutional connections, financial/net worth analysis, philanthropic interests.
- Assists with wealth screenings, list reviews, and proactive identification in order to segment and prioritize potential prospects.
- Updates the database with discovered relevant donor information based on prospect research conducted.
- Works with the Database Reporting Associate in collecting and processing donations received by Development and other National Academies' departments; enters all private donations in the database in an accurate and timely fashion; reports all gifts processed to development staff on a daily, weekly, and monthly basis.
- Produces receipts for all donors; assists the stewardship staff with producing acknowledgement letters as needed.
- Assists the director with weekly and monthly reconciliation procedures with financial staff of the Academies to ensure accurate gift reporting; assists with routine financial reporting.
- Assists the Director and Database Reporting Associate with gift related database clean-up activities that includes gift record data, bio data changes received from gift documentation, giving society updates, addressee/salutation updates, deceased record updates and other clean-up activities as needed.
- Remains current and fully informed of systems and trends related to Advancement Services and available resources in the field.
- Helps to maintain electronic and paper files for Advancement Services.
- Other duties and special projects as assigned
- High School diploma with six years of related experience or bachelor's degree in related fields with two years of experience in a development office.
- Knowledge of prospect research software is preferred.
- Knowledge of the Raiser's Edge database or similar donor database is desired.
- General knowledge of supporting a fundraising operation is preferred.
- Proficiency in Microsoft Office, particularly Excel is required.
- Satisfactory written and oral skills with a proven ability to effectively interact with other staff at all levels and departments.
- Ability to maintain confidentiality of donor information and development records.
- Ability to prioritize work and flexibility to change directions as job dictates.
- Ability to work in a team environment
- Ability to select and apply commonly used procedures and rules to solve problems.
Any qualification to be considered equivalent, in lieu of stated minimum, requires the prior approval of the Office of Human Resources.
The above statements are intended to describe the general nature and level of work performed by employees assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Some functions in this description may be specific to a particular unit of the National Academies and not applicable to other units.