Location: Richmond,IN, USA
The Foundation raises and manages charitable gifts for the benefit of Reid Health. The Foundation Secretary provides support for the Foundation with emphasis on maintaining the integrity of the Foundations CRM (Raisers Edge), processing gifts, supports the relationship between the Foundation President and the Foundation Board and committees, assisting with Foundation operations by ensuring policies are routinely updated and reports/paperwork timely filed, and supporting the donorstewardship program. The Foundation secretary also serves as the primary greeter to the department.
Let's Shine. Together.:
Our values of Excellence, Empathy, Integrity and Accountability are essential to exceed our customers expectations. At Reid, we look for individuals who believe in our core values and demonstrate a genuine desire to make a positive impact to those we serve. We take pride in employing people who show up every day with a commitment to these values along with our mission and vision. We are one team working toward a common goal of providing outstanding customer care and service to our communities. If you have a calling to serve and are looking for meaningful and purposeful work, Reid Health is the place for you.
To lead our communities to well-being, one person at a time. It is not just what we do it is who we are.
Overview of Responsibilities:
1. Maintaining CRM (30%) is responsible for ensuring the Raisers Edge database is updated daily with new biographical information including, but not limited to, address changes, deceased constituents, new/termed employees and new donors. In addition, the Secretary maintains/updates constituent codes, relationships, attributes, tributes, event/meeting attendance and other information as constituent relationships evolve.
2. Gift processing (30%) serves as the primary gift processor for the Foundation. In such, the Secretary enters new gifts, pledges, sponsorships, planned and in-kind gifts, payments and GEMs. The Secretary is responsible for maintaining and filing appropriate supporting documentation and resolving gift receipting issues (incomplete gift data). In addition, the Secretary prepares receipts, thank you letters and other donor correspondence which may include gift acknowledgement and notification/appreciation letters and reminders.
3. Foundation Board/Committee support (15%) Maintains the Foundation Board and Committee calendar, sends updates and notifications to the Foundation Board, takes minutes at all Foundation Board and Committee meetings, manages Boardvantage electronic board book for all meetings and archives, coordinates meeting room reservations and catering for all Foundation meetings.
4. Foundation operations (10%) ensures that routine Foundation Office annual checklist of routine tasks are addressed. This includes filing annual paperwork, updating vendor contacts, maintaining and updating policies and procedures, among other items. In addition, the Secretary ensures daily/weekly tasks such as updating the checking account through Quicken software, preparing check requests and purchase orders, processing checks, creating deposits and other office functions are completed in a timely manner and without prompting.
5. Donor Stewardship (10%) assist the Foundation Development Coordinator in executing a donor stewardship/recognition program for planned gift donor, major donors, loyalty donors and key prospects. This includes primarily includes sending timely cards and recognition items for celebrations, birthdays, bereavement, etc. and ensuring records are accurate.
6. Other duties (5%) Perform other duties incidental to those described herein and as assigned by the Foundation President and/or Foundation Director.
Education/Experience:
Education Required: High school diploma or equivalent required.
Education Preferred: Higher degree in relevant field
Experience Required: Minimum of two years not-for-profit or paraprofessional experience or relevant community service or internship.
Experience Preferred: Philanthropic, office management, accounting or customer service experience.
Licensure: none.
Certifications: None.
Schedule Details:Day Shift. 40 hours weekly. Monday - Friday 8am-4:30pm, with occasional evenings or weekends as needed to meet the demands of the dept. What We Offer:
Unexpected Perks - Daycare, Doordash, SmartDollar, Daily Pay, therapy dogs, massages, Forbes rated Best Places to Work 2022
Stay Connected:Not quite what you are looking for? Submit your information here for general consideration. One of our employment specialists will be in touch with next steps.
Other Information:EEO Statement: Reid Health is an Equal Opportunity Employer
No Search Firms:
Reid Health does not accept unsolicited assistance from search firms for employment opportunities. Please do not call or email. All resumes submitted by search firms to any employee or other representative at Reid Health via email, the internet or in any form and/or method without a vaild written search agreement in place and approved by HR will result in no fee being paid in the event the candidate is hired by Reid Health.
Application FAQs