Advancement Data Manager

Description

Summary: The Advancement Data Manager oversees donor databases, gift processing, and constituent records for nonprofits and educational institutions. To ensure data integrity, manage system security, and generate reports/dashboards to support fundraising, alumni engagement, and stewardship campaigns. The Advancement Data Manager is responsible for the administration, integrity, and strategic use of the organization's donor database and advancement systems. This position supports fundraising, annual giving, major gifts, alumni relations, corporate giving, and special events by maintaining accurate constituent records, generating reports, analyzing data, and ensuring compliance with data management best practices.
The Diocese of Orlando’s four core values lay the foundation for the work performed by employees: 1. Authenticity: Conviction that God has called us to reflect exteriorly our inner life of faith in our daily living. 2. Respect: Affirming each person’s God-given dignity and uniqueness. 3. Courage: Inspired by this gift of the Holy Spirit, we proclaim and live the Word of God fearlessly and devotedly. 4. Commitment: Individually and collectively, we are steadfast to the team and its purpose. 

Catholic Faith

Requires an appreciation and respect for the Catholic Church and its teachings. Church employees must conduct themselves in a manner that is consistent with and supportive of the mission and purpose of the Church. Their public behavior must not violate the faith, morals, or laws of the Church or the policies of the Diocese of Orlando.

Requirements

ESSENTIAL DUTIES AND RESPONSIBILITIES 

Supervisory Responsibilities

• Advancement Data Coordinator: Manage and mentor the Data Coordinator to ensure accurate donor records, timely acknowledgments, and efficient reporting.
• Advancement Support Assistant: Establish and maintain data entry standards and procedures.

Database Management

• Maintain and oversee the donor database, ensuring accuracy, consistency, and completeness of constituent records.
• Process and record gifts, pledges, matching gifts, and donor acknowledgments.
• Perform regular database audits, data cleansing, and duplicate record management.
• Establish and maintain data entry standards and procedures.

Reporting and Analytics

• Generate fundraising reports, dashboards, and performance metrics for leadership.
• Analyze donor trends, giving patterns, campaign performance, and donor retention rates.
• Provide data insights to support fundraising strategies and decision-making.
• Prepare reports for board meetings, audits, and annual reporting requirements.

Gift Processing and Reconciliation

• Record and reconcile donations with the Finance Department.
• Ensure timely and accurate gift entry and receipt.
• Assist with annual audits and financial reporting related to charitable contributions.

Advancement Operations Support

• Support annual fund campaigns, capital campaigns, major gifts, and corporate giving initiatives.
• Create donor lists, mailing lists, and segmentation reports for fundraising efforts.
• Assist with event registration, attendance tracking, and post-event reporting.
• Coordinate data needs for stewardship and donor recognition programs.

System Administration

• Serve as the primary administrator for advancement software and related systems.
• Manage user access, security settings, and system updates.
• Train staff on database procedures and reporting tools.
• Collaborate with technology vendors and IT staff to resolve system issues.

Compliance and Confidentiality

• Ensure donor information is handled in accordance with privacy laws and organizational policies.
• Maintain confidentiality of donor, alumni, and constituent records.
• Support compliance with fundraising and reporting regulations.

QUALIFICATIONS 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Must successfully pass Diocesan Safe Environment Training and Background Screening process. 

• Experience: Minimum of five years of experience working with relational databases 
• Fundraising: Minimum of three years of experience in corporate partnerships, fundraising, or business development, ideally within a non-profit organization.
• Leadership: Demonstrated ability to manage diverse teams and collaborate across departments (Communications, Creative, Data).
• Skills: Proficiency in Microsoft Excel and the ability to analyze complex data to identify donor trends.
• Education: Bachelor's degree from an accredited college or university.
• Cultural Fit: Demonstrated understanding of Catholic Church culture and a positive personality suited for a service-oriented environment. 

EMPLOYMENT PARAMETERS

• Full-time position (40 hours per week).
• May require attendance at weekend and evening events as requested by the Director of Advancement.