Duties and Responsibilities:

• Serve as the primary administrator of the Raiser’s Edge donor database, ensuring  optimal use, accuracy, and system integrity across the Advancement Office.  
• Oversee all aspects of gift entry, acknowledgment, and processing workflows,  partnering closely with the Business Office to ensure timely reconciliation and  audit-ready records. 
• Maintain data accuracy through routine audits, clean-up  initiatives, and ongoing system enhancements (including constituent records,  relationships, and giving history).  
• Build, generate, and maintain regular and ad hoc reports, dashboards, and  performance metrics to support leadership, Board reporting, and campaign tracking.  
• Manage key data processes including moves management, salutation updates, soft credits, pledge tracking, and Annual Report data preparation.  
• Support automation of recurring database functions and troubleshoot technical issues across integrated platforms as needed.
• Ensure the Raiser’s Edge system is used consistently as the central tool for data  management, reporting, communication tracking, and advancement operations.  
• Prepare and manage annual reporting for DASL and FCIS.
• Biographical changes to all RE records. 
• Supporting team with monthly LYBUNT/SYBUNT lists. 
• Building Queries and Managing Data Exports. 
• Owning creation of monthly/quarterly/annual pledge reminders. 
• Financial Reporting for Annual Fund, Capital Campaign, Board of Trustees. 
• Segmented Constituent Reporting.  
• List Serve Pulls. 
• Comparative Reporting. 
• Other duties as assigned

Background Screening Information 

 Palm Beach Day Academy in Palm Beach, FL has engaged DovetailED to lead a search for a  Assistant Director of Annual Giving and Advancement Operations to start immediately. Interested candidates should review the Opportunity Statement and submit a cover letter, resume, and list of references as a consolidated PDF to Zack Lehman, President at DovetailED Talent Sourcing, at zack@dovetailedsourcing.com and Ashlyn Chillemi, Senior Recruiter at ashlyn@dovetailedsourcing.com.    

Basic Qualifications 

• Five or more years of relevant administrative experience, preferably at an independent school or non-profit. 
• An understanding of annual fund, pipeline development, and engagement methods. 
• Comfort in both donor-facing situations and behind-the-scenes planning and execution. 
• A passion for making a difference, connecting with people, and driving results in support of the school’s mission. 

Additional Qualifications 

• Bachelor’s degree required. 
• Proficiency using Microsoft Office, especially Excel. 
• Proficiency with donor databases, Blackbaud Raiser’s Edge preferred. 
• Strong interpersonal and communications skills. 
• Ability to work independently as well as in a highly collaborative environment and be flexible in response to evolving priorities.
• Exceptional organizational and planning skills. 
• Demonstrated ability to effectively manage multiple tasks while being detail focused.