Director of Advancement Services
Under the general direction of Association Senior Director of Development Operations and in support of the Financial Development team, the Director of Advancement Services is responsible to provide strategic leadership related to the fundraising database, prospect research and management system, donor data policies and procedures and gift processing system, as well as providing back-end management of the Annual and Capital Campaigns. The Director develops and executes strategies for continuous quality improvement in database services to and communications with departments and YMCA of Greater Charlotte donor constituencies, Financial Development Directors and other staff and volunteers.
• This position leads strategy and management of donor data policies and systems
• Leads, designs, directs and maintains relationship database protocols in the YMCA of Greater Charlotte in regards to Financial Development
• Ensures database integrity, reporting, data analysis and appropriate staff training
• Serves as main contact for NXT and leads system enhancements, as well as ensures the error-free and accurate reporting of Annual and Capital Campaign progress
• Assists with other department support, including programs, donor visits and gathers program data for reporting
• Works as an integral part of the Financial Development team, coordinating and facilitating the areas of advancement services, donor research, pipeline development for major gift officers and other assignments as directed by the Association Senior Director of Development Operations, as well as requests from other senior directors of Financial Development.
• Actively tracks and reports on the Association’s Annual and Capital Campaigns to successfully achieve its benchmark and goals. Includes the preparation and distribution of accurate reporting tools to YMCA senior staff, campaign chairs and the campaign committee and other Board volunteers. This includes the development of committee meeting agendas and read-ahead documents.
• Ensures that all data regarding the campaigns are accurate. Coordinates directly with the internal auditor and other Finance team members to reconcile finance reports with Raiser’s Edge reports. Is able to explain any discrepancies between the finance reports and Raiser’s Edge reports.
Tracks the Association’s record management
• Implements new technology enhancements to improve efficiency of donor relationship management.
• Leads operational financial development decisions and develops list development.
• Conducts prospect research process to generate and drive donor pipeline development, including generating prospect lists, preparing prospect reports and preparation work for moves management discussions at staff and volunteer meetings.
• Is responsible for overall coordination and production of information on the prospects and donors of the YMCA of Greater Charlotte, for tracking cultivation and solicitation progress and for managing prospect identification and qualification.
• Provides insight and expertise related to the donor experience and best practices around issues of gift processing, including soft credits, donor-advised funds, deferred pledges, conditional gifts and estate gifts.
• Provides guidance and leadership around designing each donor record as a complete picture of their engagement with the organization, from timely and accurate proposal management to gift-linking and relationship-linking.
• Provides oversight and clearance on all donor and prospect list development, collaborates across departments and branches to vet lists.
• Understands database and impacts of decisions and is able to communicate clearly to gain buy-in from staff at all levels of the organization, is able to adapt system or processes to suit the needs of unique branches.
• Directs, designs and produces financial development data and reports to drive and increase retention, acquisition and successful solicitations, drives comprehensive campaign reporting.
• Designs and implements ongoing moves records for donors assigned to senior leadership team and leadership-level volunteers.
• Provides support and assistance to all aspects of the Financial Development department.
• Supervises Assistant Director of Advancement Services and Gift Processing Coordinator.
• Other duties as assigned.
• Accepts and demonstrates the Y’s values. Demonstrates a desire to serve others and fulfill community needs. Recruits volunteers and builds effective, supportive working relationships with them. Supports fund-raising.
• Works effectively with people of different backgrounds, abilities, opinions and perceptions. Builds rapport and relates well to others. Seeks first to understand the other person’s point of view and remains calm in challenging situations. Listens for understanding and meaning, speaks and writes effectively. Takes initiative to assist in developing others.
• Makes sound judgments and transfers learning from one situation to another. Embraces new approaches and discovers ideas to create a better member experience. Establishes goals, clarifies tasks, plans work and actively participates in meetings. Follows budgeting policies and procedures and reports all financial irregularities immediately. Strives to meet or exceed goals and deliver a high-value experience for members.
Pursues self-development that enhances job performance. Demonstrates an
openness to change and seeks opportunities in the change process. Accurately assesses personal feelings, strengths and limitations and how they impact relationships. Has the functional and technical knowledge and skills required to perform well, uses best practices and demonstrates up-to-date knowledge and skills in technology.
Education and skill requirements:
• Four-year degree required and a minimum of 10 years experience in fundraising or related field.
• Minimum of 7 years experience in fundraising database management.
• 5 years of management experience and supervision.
• Working knowledge with Raiser’s Edge (NXT) database or comparable financial development software and Personify database, preferred.
• Must be highly organized, demonstrate sound judgement, initiative and independent thinking.
• Must present a professional image and have excellent written and phone skills.
• Must posses an enthusiastic personality and the ability to develop harmonious relationships with staff, members and volunteers.
• Must be able to manage multiple priorities and project initiatives at the same time.
• Must possess strong computer skills in all Microsoft applications (Word, Excel, PowerPoint, Outlook).
• Exercise sound judgement with the handling and managing of confidential information.
• Ability to walk, stand and sit (including on the floor), while maintaining alertness for extended periods of time.
• Ability to work irregular hours, including evenings and weekends as required for special events.
• Exposure to communicable diseases and bodily fluids.
• Must be able to lift and carry food and supplies weighing up to 20 pounds.
• Position may require bending, leaning, kneeling and walking.
• Ability to speak concisely and effectively communicate.
• Visual and auditory ability to respond to critical situations and physical ability to act swiftly in an emergency.
• Ability to view/enter data for long periods of time.