Position Summary :

The University of Wisconsin-Platteville is seeking applicants for a position as Donor Relations Specialist. The Donor Relations Specialist plays a crucial role in managing financial transactions, donor relations, scholarship projections, and database maintenance within the organization.

The position involves supervision and oversight of account receivables, managing scholarship-related tasks, maintenance and administration of database operations, and providing support for fundraising initiatives.

This role will also provide database support for the department of Development and Alumni Engagement by providing accurate reporting and lists for various outreach activities.

The ideal candidate should demonstrate attention to detail, the ability to multitask effectively, and a commitment to maintaining confidentiality and security standards.

Additionally, the position requires a proactive and entrepreneurial approach to problem-solving and the flexibility to adapt to changing priorities.

This is a full-time, benefit and paid leave eligible position. Salary range of $47,000 - 53,000 commensurate with qualifications and experience.

Responsibilities :

Business System Maintenance : Oversee the donor software system (RE), ensuring accurate and complete records.Regularly update donor information and contribution details.

Generate lists, reports, and analysis from the donor database for internal and external use.Assist RE users with database access, questions and training.

Responsible for coordination and implementation of database imports.Maintain RE data tables, appeals, events, and attributes.

Scholarship Coordinator : Develop and implement processes for the administration of scholarship programs. Review scholarship agreements and applications, provide selection committees with applicant review, and ensure accuracy of the established criteria and funding available.

Coordinate communication with scholarship recipients, providing guidance on requirements and timelines. Collaborate with other departments such as the Foundation accounting and financial aid teams to align scholarship programs with organizational goals.

Serve as a unit liaison to leadership providing financial advice, recommendations, and financial status updates.Work closely with the development team and Foundation accounting to manage and provide oversight related to scholarship agreements and fund balances.

Provide financial advice, recommendations, and financial status updates.

Accounts Receivable Oversight : May exercise supervisory authority, including hiring, transferring, suspending, promoting, managing conduct and performance, discharging, assigning, rewarding, disciplining, and / or approving hours worked of at least 2 student employees.

Oversight and review of daily processing of donations and other financial transactions utilizing Raiser’s Edge (RE) and Financial Edge (FE) software.

Enter and manage pledge payment schedules; generate monthly pledge reminders as requested by donors and supervise students in pledge reminder mailings.

Maintain accurate constituent records for pledges, gifts and other financial transactions in RE. Create donor acknowledgement letters, maintain GIK documentation and donor correspondence, and prepare tax forms as appropriate.

Assist gift processors as needed with RE gift entry and records / database management.Review and approve complex transactions and assign funding codes in accordance with established rules, regulations, and policies.

Review transaction processing internal controls and recommend policies and procedures.

What You’ll Need to Succeed :

• Strong organizational and project management skills.
• Excellent communication and interpersonal skills.
• Proficient in database management software and Microsoft Office applications.

Last updated : 2024-05-11