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Baldwin Wallace University · 11 hours ago

Philanthropy Data and Operations Specialist

Berea, OH, US

Full-time

Onsite

Entry, Mid Level

2+ years exp

Baldwin Wallace University is seeking a Philanthropy Data and Operations Specialist to support their Philanthropy & Alumni Engagement team. The role involves ensuring accurate gift processing, maintaining data integrity, conducting donor research, and supporting various fundraising efforts.

EducationHigher EducationUniversities

Responsibilities

Enter and balance daily gifts and pledges in Raiser’s Edge, including: cash, checks, EFT/ACH, wire transfers (WT), stock gifts, planned gifts (PG), gifts-in-kind (GIK), payroll deductions (PRD), and pledges

Scan gift checks using bank transmission software for deposit to the University’s account; reconcile deposits to daily batches

Collaborate with team member who produces gift receipts, President’s acknowledgment letters, and pledge reminders using Raiser’s Edge exports, Excel, and Word; ensure timely and compliant receipting

Monitor, download, and process online giving from donation platforms and vendor partner sites; resolve exceptions and duplicate transactions

Validate and maintain integrity of all gift records and related data points; apply audit designations, soft credits, appeals, batches, and tribute/recognition fields

Uphold policies and procedures for accurate data entry and retrieval from Raiser’s Edge and integrated systems

Serve as a point of contact for gift inquiries and directives, triaging questions as needed

Conduct in-depth research on prospective donors to assess wealth capacity, philanthropic interests, professional background, affiliations, and connections; leverage sources such as public records, alumni directories, news, SEC filings, social media, and licensed tools (AlumniFinder, iWave) to compile actionable intelligence

Prepare donor profiles, qualification briefs, event briefings, and research reports for gift officers, senior leadership, and the President; ensure accuracy, citation of sources, and confidentiality

Demonstrate curiosity and persistence in uncovering relevant donor information; proactively identify data gaps and recommend follow-up actions

Deliver accurate and timely lists, reports, dashboards, and exports from Raiser’s Edge and reporting tools (Business Objects); support segmentation and targeted outreach

Execute data requests as needed

Perform geographic explorations and radius queries to support travel planning, regional events, and market analysis

Conduct system cleans on a semi-regular basis, including linking parents, deleting obsolete attributes, merging duplicates, standardizing salutations, and coding staff vs. faculty

Manage the alumni updates; triage requests and process updates from constituents, alumni forms, colleagues, and campus partners

Search for and verify new emails, phone numbers, and addresses using AlumniFinder/iWave, NCOA, and other sources; document data provenance and change history

Process BW employee updates (add new, mark former); maintain employment fields and relationships in Raiser’s Edge

Add alumni success news and obituaries to Raiser’s Edge with proper coding, sources, and privacy considerations

Qualification

Raiser’s EdgeData managementProspect researchBusiness ObjectsMicrosoft OfficeAttention to detailOrganizational skillsCommunication skillsProblem-solvingCollaboration