Database and Operations Advancement Associate

CA Based

MAIN AREAS OF FOCUS AND RESPONSIBILITY 

Serve as the primary database administrator 

• Process all gifts to CAIS 
• Quarterly reconciliation with the business office 
• Support yearly audit (July) 
• ShowCAIS (annual fundraising gala) support 

SPECIFIC DUTIES (not limited to) 

Donor Recognition 

• Oversees and manages the gift entry and acknowledgment process, ensuring accurate and timely processing of gifts and pledge reminders through Veracross. 
• Prepares and sends timely gift acknowledgment emails and annual gift acknowledgment letters for tax purposes. 

Database and Software Management 

• Develops and maintains efficient systems in Veracross for data entry and clean up, gift processing, and donor moves management. Creates and pulls database queries from Veracross as requested. 
• Assists the Assistant Director and Director of Advancement in analyzing data to determine giving trends and outcomes for the department. 
• Manages updates, upgrades, and reporting issues related to the Veracross database. 
• Future software research, implementation, and management (i.e. peer-to-peer fundraising platforms and/or event software). 
• Work with the Director of Advancement to create reports related to major/ leadership donors that will help guide cultivation and stewardship efforts. 

Donor Services Research and Management 

• Collaborates with the Business Office to ensure that all gift revenues are properly recorded; provides quarterly gifts reconciliation. 
• Works with the Business Office to provide documentation needed for annual audits (July)
• Manages pledge tracking and reminder process to ensure pledge fulfillment of annual fund and ShowCAIS before fiscal year end. 
• Pulls, reviews, and updates mailing lists for the department’s direct mail campaigns. 
• Regularly enters gifts into Veracross using CASE standard protocols. 

ShowCAIS (Annual Gala) Support 

• Outreach support to secure online auction items. 
• Enter sponsorships, online auction items, live auction packages, and ticket sales data into event software, ensuring accuracy. 
• In-person event day support (May 8, 2027) 

Additional Duties 

• Event support — work with the Parent Engagement and Events Manager to execute cultivation and stewardship events. 
• Annual Fund — work with the Assistant Director of Advancement on the Annual Fund as needed. 

Other duties as assigned by the Assistant Director of Advancement 

ESSENTIAL REQUIREMENTS 

• Previous work experience 
• Bachelor’s Degree 
• Demonstrated ability collaboratively with teams and achieve objectives 
• Familiarity with computers and systems 
• Ability to think ahead and plan strategically 
• Ability to organize and manage multiple priorities 
• Excellent interpersonal and communication skills 
• Commitment to school Mission, Values, and Vision 
• Initial and continued tuberculosis clearance 
• Initial and continued criminal background clearance by DOJ and FBI