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Development Assistant
Dayton Foundation, The
Dayton Foundation, The
 
Please send résumé and cover letter via fax or email to:



Job Location: Dayton, Ohio
Job Type: Part-Time(24 Hours/Week)
Salary: Hiring Hourly Rate: $19.03/Hour
July Start Date

Position Purpose:
To provide direct support services for the Chief Development Officer and the VP of Development to assist with general assigned workload in the Development Department.

Administrative Support for Development Staff
• Enters and maintains donor and fund related information in TimeMatters.
• Verifies proper legal names and EINs of charitable organizations and their status.
• Prepares drafts of fund and legacy agreements.
• Makes travel and meeting arrangements for Development staff and coordinates calendars.
• Provides word processing, copying, scanning and related clerical tasks.
• Maintains electronic and physical donor fund files and subject matter files on legal issues.
• Completes special projects as assigned.
• Maintains docket of probate and trust cases.
• Compiles reports from Foundation Power and TimeMatters.
• Provides programming of HotDocs and TimeMatters, as needed.
• Develops, implements and maintains procedural systems for probate and trust cases.
• Assists with the due diligence research and closing in connection with real estate gifts.
• Creates and maintains database and reports monthly to Development management team.
• Arranges advisor luncheons; sends out emails inviting advisors and orders lunch.

Fund Agreements and Deferred Gifts

• Prepares and coordinates drafts of fund agreements for signature.
• Assists Development staff with tracking status of agreement utilizing TimeMatters or Salesforce.
• Prepares Donor packets and keeps marketing material stocked.
• Helps maintain fund agreement generating system either in HotDocs or Salesforce.
• Assists Development staff with tracking status of agreement utilizing TimeMatters or Salesforce.
• Scans signed agreements, prepares fund master sheet for fund, enters and maintains donor and fund related information using Foundation Power and TimeMatters and Salesforce.
• Checks Dayton Daily News obituaries on a daily basis for deceased donors, and updates Foundation Power and TimeMatters or Salesforce.
• Enters and maintains donor and fund-related information using Foundation Power and fund master files.
Administrative Support for Development Committee
• Arrange Development committee meetings, records and distributes minutes.
• Compiles reports to governing board and reviews Development status/progress.

Computer Database
• Enters information on new funds, new donors and other applicable information in Foundation Power and TimeMatters or Salesforce.
• Processes, updates and monitors CRM donor, advisor and fund data to ensure timeliness and accuracy of information. Seeks answers and resolves all discrepancies.
• Serves as the liaison for Development Department with IT and other departments as it relates to Salesforce.
• Helps Development and other departments generate reports through Salesforce for pipeline reporting, new funds reporting and other reports as requested.
• Understands department processes to develop advanced knowledge of and skill using Salesforce, Foundation Power, Excel and Word (particularly mail merges).
• Works with IT department and consultants to maintain Salesforce database.
• Become the Salesforce Champion for TDF for all departmental questions on Salesforce.
• Helps TDF implement policies and procedures that will be work-flowed through Salesforce.

Back-Up Receptionist

• In absence of receptionist, answers telephone, directs calls and messages to appropriate staff, and greet guests.

Position Qualification Requirements:
Education and Work Experience

High school diploma or equivalent with some junior college or technical school preferred and minimum of three (3) to five (5) years of legal job-related experience, preferably in the probate and/or estate planning areas. Salesforce experience is required. OR

Any equivalent combination of education and experience that provides the required knowledge, skills and abilities.

Knowledge and Skills
• Knowledge of office administration procedures and probate court practices, preferable
• Ability to operate most standard office equipment
• Proficiency in or knowledge of using a variety of computer software applications, i.e., word processing, spreadsheets, graphics, database, etc., as job requires
• High level of interpersonal skills to handle sensitive and confidential situations
• Attention to detail in composing, typing and proofing materials, establishing priorities and meeting deadlines
• Good to excellent telephone, spelling, grammar, written and oral communication skills
• Experienced with Word, Hot Docs, TimeMatters and Salesforce



How To Apply:
Please send résumé and cover letter via fax or email to:

LaTonia McCane, Human Resource Manager
Dayton Foundation, The

Fax:  937-222-0636



The Dayton Foundation is an Equal Opportunity Employer
 
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