Coordinator, Philanthropy
Job Description
The Philanthropy Coordinator supports the Alumni, Engagement and Philanthropy (AEP) division by performing a variety of administrative, gift processing, data management, and donor stewardship functions. Under the supervision of the Chief of Staff of AEP Operations, this position plays a key role in ensuring accurate gift entry, donor communication, and data integrity for the University and Foundation.
Key Responsibilities
Gift Processing & Compliance
- Assist with daily donation processing, including gift entry, donor research, and verification of fund information and supporting documentation.
- Maintain up-to-date knowledge of IRS and CASE gift policies and best practices and serve as a division resource on these standards.
- Generate, merge, edit, and print tax receipts, memorial/honorarium notifications, and year-end tax statements.
- Manage matching gift workflows, including retrieving documentation from company portals and updating records in Raiser's Edge.
- Pledge management: process, track, and mail pledge reminders; manage pledge verification and updating; manage pledge write-offs and notifications.
- Track, reconcile, and report deposits and clearing account adjustments.
Data & Reporting
- Create, research, update, and maintain donor records in Raiser's Edge.
- Oversee reconciliation processes and assist with database cleanup.
- Provide weekly, monthly, and ad hoc giving reports to campus departments, including stewardship and membership tracking information.
- Support alumni and annual giving teams with payroll deduction verification and reporting.
- Provide account balances and fund details to departments as requested.
Administrative & Operational Support
- Provide administrative support to Chief of Staff, Development Officers, Associate Vice President, the Vice President, and APSU Foundation as needed.
- Assist in monitoring and tracking budgets.
- Assist with vendor tracking, invoice management including required documentation for technology security and university procurement.
- Support fundraising, stewardship, and event mailings.
- Manage inventory, maintenance, and ordering of office supplies and selected logo items.
- Assist with onboarding new employees within the division.
- Serve as the building coordinator to include tracking and entering office work orders
- Answer main phone line, greet guests, and support general office communications including scheduling, agenda preparation, and meeting minutes.
Leadership & Oversight
- Provide leadership in applying IRS and CASE gift policies and best practices for the division.
- Manage pledge processes and systems, including reminders, gift updates, and mailings.
- Manage gift invoice entry and tracking.
- Oversee reconciliation and adjustments in Raiser's Edge and assist with database clean-up.
- Oversee fundraising notification processes and distribution of giving and stewardship reports.
- Guide and supervise student workers.
- Attend and assist with university events as needed.
- Perform other job-related duties as assigned.
Key Competencies:
- Proficiency with computers and related software (Outlook, Word, Excel) and experience with CRM databases.
- Strong verbal and written communication skills.
- Ability to maintain confidentiality and handle sensitive information appropriately.
- Ability to work effectively with diverse populations, university personnel, and the public.
- Strong organizational skills with the ability to manage multiple tasks, problem solve, and maintain accurate files (physical and digital).
- Ability to prepare accurate records and reports.
- Ability to work occasional evenings and weekends as needed.
Minimum Qualifications:
- High school graduate or equivalent.
- Minimum of three (3) years of office experience.
- High level of computer literacy.
- Ability to work some evenings and weekends during peak periods.
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