About Epiphany School

About the role

What you'll do

• Supervise all aspects of all monetary and in-kind gift processing:
  1. Fund establishment
  2. Acknowledgement data
  3. Receipt and year-end tax receipt creation
  4. Pledge reminder data
  5. Solicitation forms
• Reconcile gift information with the Business Office and balance on a monthly basis
• Data support for all fundraising and engagement efforts, including campaigns and events
• Prepare recurring and ad hoc statistical and analytical reports that may require manipulation and analysis of data and tracks metrics of department activity for Director of Development (includes reports for Board of Trustees meetings, Annual Impact Report, publications, regulatory bodies, auditors, and other interested parties)
• Responsible for designing queries and provides data analysis with a strategic focus to inform department decisions
• Tracking all details related to donor solicitation meetings, engagement, correspondence, pledges, payment schedules, and pledge proposals
• Prepare and maintain all fundraising dashboards and trackers
• Generate monthly and year-end reports on all gift activity for the current fiscal year with data that is useful and relevant
• Produce all fundraising campaign progress reports as requested for Leadership, Development Committee, and Board of Trustees
• Support the capital campaign committee with standard and customized pipeline reports and develop a campaign dashboard report
• Responsible for prospect management, collaborating with front-line fundraisers to help the department meet ongoing goals or current campaign milestones
• Overseeing prospect pipeline meetings; monitoring progress and trends related to campaign efforts
• Create segmented mailing lists at the beginning of the fiscal year to be used throughout the year in mailings on all or part of segmented groups
• Serve as project manager and produce dates for the philanthropy report, and any other development publications needing information
• Maintain the integrity of the database, update data, collection and input of information
• Maintain consistency between donor records and spring fundraiser database (Greater Giving), and paper files
• Provide prospect research using DonorSearch or similar database, create donor profiles, and provide major gift support
• Build reports that will increase fundraiser autonomy, analyze admission data, monitor industry trends, and periodically present it to the Advancement Leadership Team and Head of School
• Participate in occasional meetings and events, which may occur in the evening, or on weekends
• Complete CASE and other annual reports and school fundraising activities yearly
• Create annual performance and stewardship reports for our endowment donors 
• Supports the Director of Development & Annual Giving and Alumni Manager in reporting and administrative work to produce and send annual fund appeal communications
• Support the execution of annual and long range objectives for Epiphany School fundraising activities
• Support with all development-related events with event preparation, registration, post-event follow-up, and stewardship as needed
• Assist with all fundraising and donor related events by managing invitation lists and RSVPs
• Produce content for the relevant sections of the school’s website, digital and print publications, and social media efforts
• Perform other duties as assigned by the Director of Development

Typical Knowledge, Skills, and Abilities

• Bachelor’s degree in a relevant field and/or an equivalent combination of experience and education in a relevant field
• At least three or more years’ experience in non‐profit or independent school advancement required
• Two years minimum database experience required
• Experience in fundraising, gift processing, and data extrapolation and analysis required
• Strong database and spreadsheet skills required
• Superior organizational and project management skills with a high degree of detail‐oriented accuracy
• Excellent written and oral communication skills in the English language; fluency in additional languages a plus
• Proven ability to maintain and secure highly confidential information
• Strong database management skills, experience with donor database applications, and special event applications (i.e., Greater Giving)
• Knowledge of Blackbaud Raiser’s Edge NXT strongly preferred
• Fluency in MS Office Suite applications with specific proficiency in Excel
• Self‐starter with track record of demonstrating initiative, flexibility, and sensitivity to others while working in a dynamic, fast‐paced environment
• Demonstrated ability to coordinate and prioritize multiple tasks, and to manage details and deadlines
• High energy – brings a sense of urgency to the organization
• Values Epiphany School’s commitment to inclusiveness; demonstrates respect and commitment to diversity

• Position typically requires stooping, kneeling, crouching, reaching, standing, walking, pushing, pulling, lifting, finger dexterity, grasping, talking, hearing, seeing, and repetitive motions
• Lifting/Carrying: Ability to transport up to twenty (20) pounds.
• Work is typically performed at school sites, including the office, classroom, playground, school grounds and general school environment
• Ability to effectively use a computer screen and interpret printed materials, memos and other appropriate paperwork
• Ability to input information into computer systems and retrieve and work with appropriate paperwork, equipment and supplies. Ability to reach and handle items from high and low places on occasion
• Approximately 80% of time is spent working at a desk. Balance of time (approximately 20) is spent moving around work areas
• Ability to work evenings and weekends during events
• Ability to handle sensitive and confidential materials and matters with discretion

• Benefits stipend of ~$10,000 to put towards employee benefits including medical, dental, vision coverage, voluntary employee, spousal, and child life and critical illness insurance, accident insurance, voluntary short‐ term disability, and flexible health savings accounts
• 100% employer‐paid monthly premiums for employee assistance program and long‐term disability coverage
• 403(b) retirement plan with employer contribution of 7% if employee makes at least a 3% contribution and after 12 months of service (unless previous experience within an educational institution)
• 12 paid holidays
• 6 weeks (240 hours) paid vacation leave
• 10 days (80 hours) paid sick leave
• Paid supplemental family medical leave after 12 months of employment
• Professional development budget