Director of Advancement Services

Director of Advancement Services

Working as a member of the Development Office and reporting to the Director of Development, the Director of Advancement Services supports the fundraising work of the Development Office, maintaining close working relationships with constituent-based gift officers, the Development Administrative Coordinator, and the Directors of Data Operations and Finance. The position supervises the Advancement Services Coordinator. The Director is responsible for three major program areas: database management, prospect research and management, and stewardship support for all constituencies.

Key Responsibilities

Database Management & Reporting:

• Manage the Raiser's Edge CRM database to ensure the integrity and accuracy of information entered in the database and that all protocols have been followed. Authorize and record security permissions.
• In collaboration with various constituents, oversee the continued evolution or enhancement and implementation of policies, such as gift acceptance, database and gift entry, and gift counting and reporting.
• Develop and maintain procedures for use of Raiser's Edge database. Train staff on policies and processes, as well as the use of the database. Update and maintain a written procedures manual to ensure data processing and business continuity. Review the procedures manual with the Director of Development on an annual basis.
• Stay informed of the latest product updates from Blackbaud and other vendors in order to implement new data processing and other procedures as needed to keep systems and processes up to date.
• Serve as the integration liaison between Raiser's Edge and onCore and work closely with Director of Data Operations to ensure ongoing communication and smooth interface between the two databases. This includes managing ongoing database maintenance and procedures to ensure accuracy, consistency, and integrity.
• Supervise the Advancement Services Coordinator, ensuring the accurate and timely processing and acknowledgment of gifts, pledges, pledge payments, matching claims, memorial gifts, in honor gifts, and other contributions to Shipley. Monitor the timeliness and efficiency of processing and ensure that all corresponding links in the database are updated and maintained as gifts are processed. Record links may include but will not be limited to spouses and other family members; other alumni and friends; corporations/foundations to employees/owners, etc.
• Fulfill data requests for the Head of School, the Assistant Head of School for Community Engagement, the Director of Development, the Development Office, and the Communications & Marketing Office by querying and exporting information from Raiser's Edge, as well as produce reports as requested, including monthly gift reports for the Business Office and annual reporting for NAIS.
• Oversee the generation of donor lists for annual Gratitude Report and ensure their accuracy.
• Manage summer database changes and coordinate changes with gift officers.

* Please see full job description on the school website*