Donor database support - finance integration and reporting
Donor database support - finance integration and reporting
Wellington Sexual Abuse HELP
Estimated Time: 5 - 6 Days Over 2 - 3 Months
Wellington HELP require someone with Etapestry database (or similar donor database) knowledge to integrate our financial data that sits outside of the database into the system. Staff also require some training on reporting and general use of the database.
Working location
Proposed project steps with time estimates
We have had the Etapestry database for 2 years and most new donations come through etap. We have some longstanding frequent donations that come direct through AP and occasional donations come direct to our bank account. We would like all this data to sit in one place so we can better analyse our donors and communicate accordingly.
We don't have any experts that work with the system and so require some basic training in reporting.
We would like to have this project completed by end of November. We estimate the data upload may take approximately 4 days to complete, with reporting training taking an additional 1-2 days in prep and delivery.
What We Have In Place
The Fundraising and Communications Manager will be on hand to induct you and support you in the project. The F&C Manager is responsible for the donor database system so reporting training on the system will be done with them and the Accounts Administrator.