Position Summary: Working within the Development Office, this position will provide support for all database and portfolio management work. This position is responsible for database management and ensuring the accuracy of all data, which includes gift processing, account maintenance and routine reporting. The coordinator will work within Neon One CRM, GiveSmart and other required software to import records, create email and direct mail lists, and provide prospect research in the form of detailed donor briefing documents. In addition, the coordinator will assist with moves management and portfolio management, ensuring prospect research, portfolio assignments, meetings, and donor stewardship activities are recorded in the database. This position will also ensure all donors are consistently and properly stewarded for donations.

Qualifications:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Represent Legacy Christian Academy faithfully, loyally, consistently and clearly in all communications with all Legacy constituents.
• Work well independently and collaboratively under extremely tight deadlines, on several projects concurrently, and possess excellent communication, organizational and creative thinking skills.
• Strong initiative.
• Project management, organizational and prioritizing skills; problem solving and organizational skills; attention to detail is imperative.
• Software proficiency in Excel, donor database systems (NeonOne or similar), Microsoft Office and Google Workspace.

Education/Experience:

Hold a BA or BS degree from an accredited postsecondary institution or comparable experience; preference for degree or experience in a related field, and a minimum of two years of experience in a related field.

Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Database Management:

• Primary administrator for NeonOne CRM system. In-depth knowledge of NeonOne system and ability to run queries, exports and imports of data
• Working knowledge of various fundraising platforms including GiveSmart
• Maintain database standards using LCA’s Donor Database Policies. Learn new software features as they are released.

Portfolio Management:

• Update prospect research briefings utilizing wealth insights data and NeonOne notes
• Aiding in moves management processes by updating opportunities and their status
• Work with Director of Annual Giving to update portfolio assignments with proper fundraiser(s)
• Track stewardship activities in NeonOne to ensure all donors are properly thanked

Administrative:

• Regularly pull and clean mailing lists
• Oversee all reporting and forecasting work
• Oversee all portfolio management work including ensuring portfolios are properly aligned and updated; providing portfolio reports; and supporting all portfolio management meetings
• Build dashboards for regular senior leadership and board reporting
• Ensure all stewardship tasks are completed and reflected in the database
• Oversee all stewardship administrative tasks including regular tax receipt process and annual tax statements
• Complete prospect briefing notes for all new families and all top donors on an annual basis; update all briefing notes before and after meetings take place

CORE VALUES:  Legacy Christian Academy affirms these essential beliefs and strives to honor and uphold them in all aspects of school life.

• Pursuit of Truth.   We affirm “all truth is God’s truth” through a liberal arts education that fosters a love for learning and a desire for wisdom.  (John 8:32:  and you will know the truth, and the truth will set you free)
• Primacy of Scripture.   We teach all subjects from a biblical worldview and we apply the truth and authority of biblical principles in all situations.  (2 Timothy 3:16-17:  All Scripture is breathed out by God and profitable for teaching, for reproof, for correction, and for training in righteousness, that the man of God may be complete, equipped for every good work.)
• Imago Dei.  We respect all people as individuals created in the image of God and we celebrate the diversity of gifts and callings. (Genesis 1:26:  Then God said, “Let us make man in our image, after our likeness.)
• Covenant relationships.  We build relationships that foster mutual support, respect, and a commitment to promote the welfare of others.  (Philippians 2:3-4: Do nothing from selfish ambition or conceit, but in humility count others more significant than yourselves.  Let each of you look not only to his own interests, but also to the interests of others)
•   We, as Christ-followers, are committed to a life of virtue and acting as agents in God’s plan of restoration.  (Matthew 16:24:  Then Jesus told his disciples, if anyone would come after me, let him deny himself and take up his cross and follow me.)
• Servant-leadership.   We provide opportunities to serve one another, our community, and our world.  (Matthew 20:26-28:  But whoever would be great among you must be your servant, and whoever would be first among you must be your slave, even as the Son of Man came not to be served but to serve, and to give his life as a ransom for many.)

Competencies: To perform the job successfully, an individual should demonstrate the competencies as noted in Essential Duties and Responsibilities.

Student/Staff Support - Displays courtesy and sensitivity. Manages difficult or emotional situations. Meets commitments. Responds promptly and solicits feedback to improve support.

Dependability - Commits to doing the best job possible. Follows instruction. Keeps commitments. Meets attendance and punctuality guidelines. Responds to requests for service and assistance. Takes responsibility for own actions.

Planning & Organization - Integrates changes smoothly. Plans for additional resources. Prioritizes and plans work activities. Sets goals and objectives. Uses time efficiently. Works in an organized manner.

Use of Technology - Adapts to new technologies. Demonstrates required skills. Keeps technical skills up to date. Troubleshoots technological problems. Uses technology to increase productivity.

Communication Ability:

Communicate clearly in written and oral expression; ability to relate effectively with school personnel, parents, students, and community groups and individuals.

Reasoning Ability:

Apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Deal with problems involving several concrete variables in standardized situations.