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THE ADMINISTRATOR | 57
▪ Develops Advancement’s technical vision and makes suggestions for
upgrading current technologies for databases, online giving pages, fund
development appeals, to ensure that systems and processes run smoothly,
and that Advancement staff have the technical tools and data needed to do
their jobs effectively.
▪ Collaborates with Advancement team to create lists and reports that contain
useful information to support fundraising and alumni relations efforts.
▪ Creates and provides useful documentation and training in the use of CRM
-- including accurate data entry, to ensure the platform is utilized effectively
for alumni and fund development efforts.
▪ Conducts prospect research to identify “top prospects” and produce reports
for Vice Chancellor for Institutional Advancement (VCIA) staff for capital
campaign and Annual Giving program.
▪ Creates reports at the direction of the VCIA for Board of Directors, Campaign
Committee, and Executive Committee for reporting campaign and fiscal
year fund development progress and results.
▪ Creates, ascertains, and/or runs reports regarding donor giving history,
endowment reports, gift capacity, and net worth to enable Advancement
team to accurately and effectively cultivate, solicit, and steward donors.
Supervision and Management Responsibilities
▪ Leads and supervises the Gift Processing and Records Specialist and student
workers.
▪ Develops a training program to ensure adequate back up exists for
processing gifts and assisting in data maintenance.