1. Foster and maintain mutually respectful relationships with donors, priests, parish staffs and volunteers
2. Assist with Server Administration including back up of all user files (until IT transition)
3. Share in the timely maintenance of all donor records in Raiser’s Edge 7
4. Assist with special events & projects as assigned
5. Maintain consistent cross-training activities with all staff

STOCK GIFT MANAGEMENT RESPONSIBILITIES

1. Track and record stock gifts to include communicating with various brokers, calculating values and compiling and filing letters of acknowledgement to donors with copies to appropriate entities.
2. Sell and record all gifts:
a. Immediately when the donor has been identified
b. After one week of receipt of gift if donor has not been identified
3. Call donor to confirm receipt of gift and thank them for it the day of the sale
a. Record call information on gift record in Raisers’ Edge
4. Prepare a Broadcast Fax Memo to all parishes regarding stock gifts that have been received, but no donor or beneficiary has been identified – send on or around the 5th day each month
5. Reconcile the Fidelity checkbook on a specified day each month
6. Reconcile monthly Merrill Lynch statements by verifying listed portfolio stock inventory, reconciling stock proceed and dividend deposits to checks received and recording all monthly activity in the database
7. Email Relationship Managers concerning weekly stock activity

GIFT MANAGEMENT& ANNUAL APPEAL RESPONSIBILITIES

1. Maintain current and accurate donor files including biographical, affiliation & gift information
2. Work with parish staffs on timely parishioner updates
3. Assist with the input of all pledges and cash payments to include entry, validation and posting
4. Manage all credit card gifting to include pledges, one-time gifts, monthly transmissions of all credit card payments, reconciliation of all exceptions & declines & necessary communication with donors
5. Prepare deposits for credit card gifts, including one-time gifts, monthly payments, on-line gifts, refunds and chargebacks and give to Finance Dept.
6. Organize, schedule and run Appeal Kick-Off Deanery lunches for parish staff, pastors and Deans