Development Services Manager

Job Description:
Introduction:

At EverTrue , team members at all levels find their calling in our mission of Older Adults Living Life to the Fullest . In this work environment, all team members are part of a community and appreciated by the people they work with – residents and coworkers – every day.
Summary:

The Development Services Manager is responsible for the ongoing management of centralized fundraising systems/functions for the EverTrue Living Foundation and its affiliates, proactively researching and conveying best practices for data systems, gift processing, and prospect research.

Also responsible for development and stewardship of Foundation policies and procedures, while tending to a variety of day-to-day business activities including revenue and expense reporting and coordinating with system finance regarding audit activities of the Foundation and related entities. This position will report to the foundation’s Chief Advancement Officer. The Development Services Manager ensures that concise, comprehensive fundraising reports are prepared for the senior leadership team. This position works closely with the Information Systems and Finance department on the implementation, of all administrative and reporting functions, ensuring accurate coding and monthly reconciliation, and ensuring the integrity and effective use of Blackbaud’s Raisers’ Edge.

Essential Duties and Responsibilities:

1. Directs and supervises the financial reporting and activity monitoring of fundraising activities.

2. Manages the prospect management and research function for the Foundation.

3. Implements, directs, and continually improves the central database operations of the Foundation, and its relationship to all affiliated entities to ensure support and productivity is efficient, consistent, and keeping with evolving industry best practices.

4. Oversees and directs the integration from multiple development databases.

5. Creates systems and manages staff to assure checks and acknowledgements are processed within 10 days of receipt.

6. Oversees the maintenance of procedural policies for the Foundation.

7. Works closely with Finance to ensure that revenue and expense reporting are accurate and on time Responsible for communications within the Development Services staff to ensure that information is shared for effective operations and to promote positive employee relations

8. Takes on and manages new projects, while playing a key role with the Chief Advancement Officer in the development of strategies and funding priorities as the Foundation evolves.

9. Provides oversight of the planned giving database, donor files, gift documentation, and establishment of new life income gifts with Finance to ensure proper donor payments.

10. Maintains and updates the Advancement Manuel of Policies and Procedures for processing all major and planned gifts.

11.Serves as the primary operational file and database manager for all planned giving instruments (bequests, charitable trusts, charitable gift annuities, trusts, estates, and named endowment funds). maintains accurate records which document the processes and procedures followed in soliciting, creating, thanking and tracking these specific gifts.

12. Assists the Executive Director of Planned Giving with donor acknowledgement, appropriate tax documentation for both charitable gift substantiation and payments received from life income gifts.

13. Maintains accurate information on all Charitable Gift Annuitants.

14. Ensure that all planned/major donor and gift information is recorded and tracked appropriately in Raiser’s Edge for reporting purposes.

15. Provides support and assistance to the EverTrue Grants program, working closely with the Director of Grants.

16. Proactively works to ensure that all donor data, both electronic and paper form, are properly secured and retained.

17. Manages preparation and distribution of all IRS tax documentation such as forms 8283, 1099R and 8282.

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