What are the responsibilities and job description for the Donor Data Analyst position at YMCA of the USA?
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Job Description
The Donor Data & Gift Coordinator is responsible for the recording and acknowledgement of donations using Donor Perfect Software (DP) as well as scanning checks and creating deposit information for bank deposits. The position ensures efficiency and timeliness in processing donor information and donations using best practice techniques to maintain optimal data integrity. This position plays a key role in maintaining DP system integrity and a key role in maintaining donor communication and satisfaction through timely donor acknowledgement. This position works closely with the Philanthropy team and provides additional support to the department when needed.
As the Eugene Family YMCA’s philanthropic efforts expand, this position will also support
the development of donor portfolios, generate strategic reports to guide fundraising activities, and coordinate with leadership on designated funding tracking. The role will serve as a bridge between finance and philanthropy to ensure accurate, mission-aligned stewardship of donor intent, and may support grants tracking and reporting processes as capacity and organizational needs evolve.
Qualifications
Minimum Qualifications
Preferred Qualifications
Work Environment & Physical Demands
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the
Essential Functions.
computer and phone/smart device.
Job Description
The Donor Data & Gift Coordinator is responsible for the recording and acknowledgement of donations using Donor Perfect Software (DP) as well as scanning checks and creating deposit information for bank deposits. The position ensures efficiency and timeliness in processing donor information and donations using best practice techniques to maintain optimal data integrity. This position plays a key role in maintaining DP system integrity and a key role in maintaining donor communication and satisfaction through timely donor acknowledgement. This position works closely with the Philanthropy team and provides additional support to the department when needed.
As the Eugene Family YMCA’s philanthropic efforts expand, this position will also support
the development of donor portfolios, generate strategic reports to guide fundraising activities, and coordinate with leadership on designated funding tracking. The role will serve as a bridge between finance and philanthropy to ensure accurate, mission-aligned stewardship of donor intent, and may support grants tracking and reporting processes as capacity and organizational needs evolve.
Qualifications
Minimum Qualifications
- At least 3.5 years of experience working with donor databases, CRM systems, or
- At least 2 years of formal training beyond high school, such as professional
- Proficiency in Microsoft Excel and comfort working with spreadsheets, lists, and
- Strong attention to detail and accuracy in data entry and recordkeeping.
- Ability to manage multiple priorities, meet deadlines, and maintain confidentiality of
Preferred Qualifications
- 2–3 years of experience using Donor Perfect or a similar donor management system,
- Experience generating reports and queries to support donor segmentation, portfolio
- Familiarity with third-party fundraising platforms (e.g., Fundraise Up, Daxko) and
- Exposure to grant tracking, financial reporting, or restricted fund management in
Work Environment & Physical Demands
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the
Essential Functions.
- While performing the duties of this job, the employee is regularly required to use a
computer and phone/smart device.
- The employee frequently is required to sit and reach and must be able to move
- The employee must occasionally lift and/or move up to 10 pounds.
- Specific vision abilities required by this job include close vision, distance vision, and
- The noise level in the work environment is usually moderate.
- Ensure that all checks, cash, credit card and on-line donation transactions are processed in Donor Perfect
- Oversee the accurate entry and timely processing of donation data across Donor Perfect, Fundraise Up, and Daxko systems
- Oversee the production of timely acknowledgements to donors with a target of acknowledgement within 48 hours of receipt of donation
- Update biographical information in donor records with a goal of having complete and accurate records
- Maintain and manage pledge records, including invoicing, documentation, and payment tracking
- Assist and advise in the creation of a Donor Perfect Policies and SOPs for staff use
- Serve as the Donor Perfect system lead, providing support, troubleshooting, and guidance to staff users and maintaining data integrity protocols
- Generate and manage reports for internal and external stakeholders, including queries, donor contact activity, solicitor performance, and portfolio tracking
- As workflow and time allows, perform prospect research by mining database and other information sources to identify potential donors
- Maintain the confidentiality of donor records
- Provide administrative support to Philanthropy Officer
- Complete all required trainings as assigned by supervisor, by scheduled due date
- Collaborate with the VP of Philanthropy to develop and maintain prospect portfolios and tracking systems for major and mid-level gift officers.
- Provide data analysis and donor segmentation to support targeted cultivation, stewardship, and campaign strategies.
- Work with the VP of Finance & Administration and Philanthropy team to help develop systems and protocols for tracking restricted and designated funds across programs and campaigns.
- Assist in maintaining grant records in collaboration with the finance team, including tracking grant reporting deadlines, deliverables, and donor stewardship requirements.
- Identify trends and opportunities within donor data to inform annual giving, recurring donor engagement, and campaign performance.
- Help ensure alignment between gift entry, campaign coding, and financial reconciliation for audit and donor reporting purposes.
- If required to drive while on duty (either your own vehicle or a Y-owned vehicle), must maintain a current, valid Oregon driver’s license, a DMV driving record that meets YMCA standards, and evidence of insurability throughout entire term of employment
- Other duties as assigned