Donor Services Associate

Donor Services Associate chicago history society Chicago, IL Job Details Full-time $45,000 - $50,000 a year 12 hours ago Qualifications High school diploma or GED Cross-functional collaboration Full Job Description

CHICAGO HISTORY MUSEUM JOB DESCRIPTION JOB TITLE

Donor Services Associate - Full time

DEPARTMENT

Development Department

FLSA STATUS

Exempt

JOB SUMMARY

The Donor Services Associate is a key team member responsible for ensuring the accuracy, integrity, and reliability of the Chicago History Museum's database of record, Altru. This position manages the timely and precise processing of gifts, memberships, and donor records in accordance with established accounting procedures, the Donor Bill of Rights, and institutional best practices. The Donor Services Associate supports donor stewardship through the preparation and distribution of acknowledgements and tax receipts, and partners with the Finance and Accounting Department to support monthly reconciliation activities. This role also contributes to data-informed fundraising and engagement efforts through the development of reports, queries, and targeted constituent lists. This position requires a high level of attention to detail, discretion, and a commitment to data integrity.

ESSENTIAL FUNCTIONS

Processes and records gifts, pledges, and memberships in Altru with a high degree of accuracy and timeliness Maintains and updates constituent records, ensuring completeness of demographic and biographical data Generates routine and ad hoc reports, including batch commitment and weekly gift reports Prepares and distributes donor acknowledgement letters Records and maintains donor recognition preferences and ensures adherence to those preferences Generatesdonor invoices and pledge reminders Performsfinancial adjustment to gift records Supports monthly reconciliation process Managesgift documentation by scanning, saving, and attaching supporting materials to constituent and gift records Completes matching gift applications and related donor forms Communicates with donors and members to resolve discrepancies or obtain required documentation related to gift processing Develops and executes on database queries and generates targeted lists to support development, membership, and institutional communications initiatives Contributes to ongoing data quality efforts and supports departmental reporting and analysis needs Participates in departmental projects and initiatives as assigned Ability to lift, carry, and otherwise move objects weighing 20lbs.

OTHER DUTIES

Provides support for Development and Membership events as needed Performs other duties as assigned.

REPORTS TO

Director of Development

WORKING RELATIONSHIPS

The Donor Services Associate for the Development Department works as part of a team consisting of the Vice President of External Engagement and Development, Director of Development, Major Gifts Officer, Institutional Giving Officer, Member Relations Manager, Development Operations Manager, Development Events Manager, and Development Coordinator. They work together to fulfill the goals, objectives, and metrics of the department, to build relationships with members, prospects, and donors to raise funds for the Museum's general operating needs, exhibitions, collections, and other special projects and initiatives. The Donor Services Associate will have regular interaction with Finance and Accounting Department staff and other colleagues across the Museum, acting as a resource and contact to deliver quality service to all members and donors.

QUALIFICATIONS

High School Diploma or equivalent required; bachelor's degree preferred Two-Three years of experience using a CRM, preferably Altru Ability to work autonomously and as part of a team Ability to work with diverse departments and professionals Excellent attention to detail Strong organizational and time management skills Ability to execute multiple deadline-driven projects Excellentoral andwritten communication skills Advanced proficiency in Microsoft Word and Excel Desire to contribute to and promote a positive culture and collegial atmosphere Commitment to the mission, core values, and programs of the Chicago History Museum

CHM MISSION

Serve as the primary destination for learning, inspiration, and civic engagement, connecting people to Chicago's history and each other.

CHM CORE VALUES

Collaboration:

We honor all lived experiences, skills, and goals, weaving them into our work to collectively share stories of history and culture.

Integrity:

We conduct all business and build internal and external relationships on the foundation of honesty, camaraderie, and professional fellowship.

Respect:

We listen to understand, and we affirm other people's perspectives and contributions. We show up for others and treat them as they want to be treated.

Curiosity:

We invite questions and celebrate investigation, encouraging meaningful connections with history and a sense of wonder about our complex city.

Innovation:

We anticipate the need to adapt and evolve, embracing new ideas that will propel the Museum to increased success.

Service:

We actively cultivate a responsive and supportive culture where all people are valued and respected. This job description is not intended to be an express or implied contract between CHM and any employee. CHM employees are employees at will. CHM reserves the right to change or assign other duties to this position as necessary to meet changing business needs. CHM is an equal opportunity employer.