Assistant to the Head of Institutional Advancement

Duties and Responsibilities

• Provides broad leadership and administrative oversight in the evaluation, planning, implementation, and improvement of functions, operations, and resources within Advancement Services.

• Serves as Institutional Advancement’s database manager in providing leadership and administrative oversight in supporting data-driven strategies and tactics, including (but not limited to) successfully achieving the following:

• Ensuring database integrity by managing the process and workflow for timely and accurate data entry/coding of gifts and the production of mailing lists for departmental direct mail campaigns, event invitation/registration, and stewardship outreach.

• Ensuring gift receipting and gift acknowledgment to donors are distributed in a timely and accurate manner.

• Overseeing the distribution of gift reports and pledge reminders, ensuring they are distributed timely and accurately.

• Maintaining a catalog of available reports in the Advancement database and ensuring fulfillment of internal and external data requests.

• Optimizing database functionality by staying current on database upgrades and enhancements.

• Establishing and implementing best practices in data management for prospect management, donor relations, and legacy gifts. Manages and monitors the prospect management process.

• Overseeing high-priority projects such as global data updates, data imports (e.g., wealth screening data), and data analysis.

• Serving as a resource to resolve all database-related issues and challenges.

• Maintaining compliance with federal and industry regulations, and CASE guidelines as well as the policies and procedures of Westminster Schools of Augusta.

• Serves as the primary contact with the business office for gift reconciliation, setting up new funds, troubleshooting gift entry adjustments, and providing appropriate documentation for auditors.