Donor Stewardship Associate in Brentwood, Missouri at Our Lady's Inn

General Summary:

The Donor Stewardship Associate oversees donation processing, donor records, and reporting for all development activities. This role maintains the donor database, ensures accurate and consistent donation processing practices, provides formal donor acknowledgments, and manages the Missouri Maternity Home Tax Credit Program. The position also supports the Development Department through fundraising events, donor services, and special projects. Because the role involves significant donor interaction and customer service, hours may increase to as many as 40 per week during peak periods.

Essential Responsibilities (up to but limited to):

• Record all donations and private grant receipts in the donor database; ensure data in the donor database is accurate and complete.
• Acknowledge donations with a formal receipt letter.
• Reconcile income between the donor database and the general ledger monthly in collaboration with the Accounting and Payroll Specialist.
• Provide weekly standard reporting on donation activity to the CEO.
• Manage the MHTC application process, as well as being the point of contact for Agency donors and the state.
• Perform MHTC reconciliations as required
• Assist in the preparation of annual MHTC reporting.
• Send out annual tax receipts to donors.
• Assist with marketing and fundraising donor communications by pulling parameter-specified mail lists from the donor database.
• Generate and format mail-merged documents, including letters, labels, and envelopes, for customized mailings related to donor relations.
• Manage and oversee cash, check, and credit card processing at fundraising events, including pre-event testing for credit card processing; assist with event-related cash reconciliation and bank deposits.
• Record monetary aspects of fundraising events in the donor database and send appropriate donation receipt letters; perform a reconciliation of each fundraising event to ensure all donations are properly entered in the donor database and that it reconciles with QuickBooks. Summarize and communicate event income.
• Retain organized filing of donations in alignment with the Agency’s record retention policy.
• Generate quarterly and annual reports on in-kind donations and volunteer hours. Assist with reviews and reconciliations to ensure accurate general ledger journal entries.
• Generate a year-end report on volunteer hours for use in the annual statistics.
• Perform appropriate maintenance of the donor database; serve as a donor database “Super User” and resource to other staff.
• Perform additional responsibilities as assigned, including special projects, ad hoc analysis, support during financial statement audit, and accreditation reviews.

Education: Bachelor’s degree preferred; or Associate’s degree with experience in donor database management, accounting, or bookkeeping.

Experience: Must have a high-level skill set with a minimum of five years’ experience using Donor Perfect or other donor management software. Experience with QuickBooks for non-profits is a plus.

Skills and Abilities: Strong computer skills including use of Excel and Microsoft Suite. Must be organized, detail-oriented, possess the ability to multi-task and to work both independently and collaboratively. Must have the ability to provide excellent customer service to donors.

Other: Ability to climb and descend stairs; ability to lift and carry up to 25 pounds.

Benefits: 70% employer paid medical, 100% employer paid dental, vision and $15,000 life insurance, PTO