Experience

Reporting and Invoices 

• Weekly, monthly and yearly reporting of donations, online donations, new    constituent records, first-time donors, fulfilled pledges and pending pledges, and affinity programs
• Create and track invoices for donors who have unpaid pledge commitments
• Design macros to help with report automation
• Use Excel VLOOKUP to consolidate reports from different platforms
• Monthly financial reports for accounting reconciliation
• Annual reports for fiscal year financial audit
• Create end of the year summary statements

Raiser’s Edge (RE) and NXT  – Management

• Teach new users how to use the RE database
• Main contact for all issues, new users, etc
• Management of three separate organizations with 100,000 donor records each
• Create a system of audit queries to verify record and gift entry for accuracy and consistency
• Write, update, and teach employees new Raiser Edge policies and procedures
• Lead on Raiser's Edge updates; such as the mitigation to Raiser’s Edge NXT and clean-up projects
• Handle global updates of donor addresses and Appeals
• Create various complex queries and exports in Raiser's Edge
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 Donor Cultivation and Outreach

• Weekly donation reports for the Senior Director of Development and Chief      Development Officer
• Detailed LYBUNT, SYBUNT and YTD reports
• Create comparative Appeal reports

Appeals and Mailing Lists

• Use Raiser's Edge and Excel to create mailing lists with giving strings based      on past giving analysis
• Generate mailing and email lists for yearly fundraising appeals that generate over $500,000 per appeal 
• Mailing lists for board and family group appeals
• Create various complex queries and exports in Raiser's Edge

Management

• Manage a team of gift processors
• Add special coding for donations including appeal, fund, soft credit(s), and solicitor(s) 
• Audit and commit all gifts entered In Raiser's Edge
• Update Raiser's Edge constituent records using bounce back report from Classy
• Write, update, and teach employees new Raiser Edge policies and procedures 
• Write and edit donor acknowledgment letters and substantiations including gift-in-kind, and all other donations