Foundation Development Associate

Job Summary:

The Foundation Development Associate plays a crucial role in managing the financial contributions of the organization, including donation recording and account reconciliation. With a focus on enhancing community engagement and meeting financial goals, this position involves overseeing fundraising software, updating donor records, tracking campaign finances, and producing financial reports. The associate also represents the foundation at events, manages event budgets, and maintains relationships with donors and sponsors.

Key Responsibilities:

• Prepare weekly bank deposits and reports, process pledges, payments, and donations.
• Log deposits in QuickBooks, assign to specific programs, input checks, and balance monthly statements.
• Generate end-of-month reports for directors, finance offices, and treasurers.
• Enter checks and invoices in QuickBooks, reconcile monthly statements.
• Produce quarterly and annual accounting updates for the Foundation Board of Directors.
• Conduct basic financial tasks related to donations and grants.
• Digitally file and scan paperwork, documents to the network, donor database, and QuickBooks.
• Participate in meetings, document discussions, take notes, and prepare meeting minutes.
• Support the Foundation Director and Board with administrative tasks and organization.
• Update the website, build event pages, and integrate donation forms.
• Execute marketing for all programs and events, including social media posts and email blasts.
• Manage the donor database, record and code donations, send acknowledgments and tax receipts.
• Build and maintain relationships with donors and sponsors, handle communications and inquiries.
• Innovate and streamline processes, assess event outcomes for future improvements.
• Organize and manage fundraising activities, develop event plans, timelines, and budgets.
• Recruit and oversee event volunteers and staff, align events with organizational goals.
• Manage all aspects of event logistics, plan, execute, set-up, and clean up fundraising events.

Education:

• HS or GED (Required).
• Associates or bachelor's degree in accounting or similar subject with a combination of experience and education (Preferred).

• Bachelor's degree in a similar area with internships in accounting, non-profit, development, or a related field (Desired).

Experience:

• 3-5 years in a comparable role (Required), or:
• Associate's degree in accounting, development, or a related field plus 2 years of relevant work experience.

Required Skills and Abilities:

• Expertise in QuickBooks or equivalent.
• Thorough knowledge of Microsoft Office Suite.
• Prior experience in accounts payable/receivable or equivalent education.
• Experience in online payments or e-commerce.
• Elementary WordPress editing abilities.
• Proficiency in managing a Customer Relationship Management (CRM) database.
• Familiarity with NXT/Blackbaud.

• Ability to review and edit materials, process accounts receivables, reconcile invoices, batch ACH payments, and maintain accurate financial records.
• Management of budgets and coordination of vendors, sponsors, and volunteers.
• Strong leadership abilities, excellent organizational skills, and a positive, can-do attitude.

Physical Requirements:

• Occasionally required to lift and carry objects weighing between 15 to 44 pounds, such as boxes of event supplies.
• Occasionally required to carry items weighing between 15 to 44 pounds, such as event signage or equipment.

• Occasionally required to pull carts or move equipment.
• Occasionally required to push carts or move equipment.
• Reaching above shoulder: Occasionally required to reach for items on shelves or overhead.
• Essential for operating computers, handling paperwork, and managing event materials.
• Expected to walk for extended periods, approximately 6-8 hours per day during events and meetings.
• Expected to stand for extended periods, approximately 6-8 hours per day during events and meetings.
• Required to sit for extended periods, approximately 1-8 hours per day while working on a computer or attending meetings.
• Occasionally required to kneel when organizing or setting up event materials.
• Occasionally required to bend when lifting or organizing materials.
• May be required to operate a motor vehicle or golf cart for transportation to and from events.
• Adequate eyesight required for extensive computer work, reading, and writing tasks.
• Normal hearing required for effective communication with colleagues, donors, and sponsors.