Candy Chan
Wheelers Hill,VIC
Summary
Dedicated Fundraising Data and CRM Specialist with over 9 years in the not-for-profit sector. Expertise in CRM administration, donor data integrity, and campaign data segmentation. Manages complex donor databases and enhances data processes to support fundraising initiatives and donor stewardship.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Fundraising Coordinator
St Vincent de Paul Society Victoria
07.2021 - Current
- Act as Subject Matter Expert (SME) and gatekeeper for the organisation's fundraising CRM database.
- Managed donation processing across multiple fundraising channels including PayPal, eWay, Funraisin/Stripe, GoFundraise, phone donations and direct debit.
- Process donations and generate donor receipts while maintaining data accuracy.
- Processed donations and maintained donor records within the donor database.
- Maintain donor records in the Donman CRM system, ensuring accurate and up-to-date data.
- Extract and segment donor data for direct mail, EDM campaigns, social media, and targeted communications.
- Lead data management processes including data audits, cleansing, deduplication, and integrity checks.
- Conducted database clean-ups and improvements to enhance data quality and usability.
- Support a major CRM migration project, including data mapping, coding structures, and cross-state collaboration.
- Monitor declined transactions and manage regular giving program reports and updates.
- Generated donor reports, data extracts, and fundraising progress reports for internal stakeholders.
- Supported donor engagement through EDM communications and stewardship programs.
- Supported Donor Relations team with campaign reporting, conference coordination, and financial reconciliation.
- Work with external partners including mail houses, data specialists and internal teams to maintain data accuracy.
- Performed monthly bank reconciliation and financial reporting.
- Produced donor lists, reports and data extracts for fundraising campaigns and analysis.
Donor Liaison Coordinator
St Vincent de Paul Society Victoria
03.2021 - 07.2021
- Coordinated donor communications, distributing welcome packs, thank-you letters, and conducting stewardship calls to foster engagement.
- Addressed donor enquiries and complaints, enhancing relationships and improving donor retention.
Donor Relations Officer
St Vincent de Paul Society Victoria
11.2015 - 03.2017
- Assisted in fundraising events including RSVP management, event setup, and donor registration.
- Assisted in fundraising events including RSVP management, event setup, and donor registration.
Data Entry Volunteer
St Vincent de Paul Society Victoria
09.2015 - 11.2015
- Entered donor and survey data into organizational systems to ensure reliable tracking of contributions.
- Maintained data accuracy by adhering to internal data management procedures, enhancing data integrity.
- Supported administrative tasks, including filing and document management, to streamline information retrieval.
Supervisor
Old Kingdom Restaurant
01.2011 - 01.2015
- Supervised daily restaurant operations and maintained service standards.
- Oversaw staff operations, rostering, stock control and customer service while maintaining compliance with health and safety regulations.
- Trained and mentored staff in food safety and customer service protocols.
- Managed inventory levels and coordinated supply orders for kitchen needs.
Receptionist (Temp)
Coach Hong Kong Ltd
01.2012 - 02.2012
- Oversaw front desk operations and provided administrative support.
Supervisor
Ah Loy's Malaysian Restaurant
01.2009 - 01.2011
- Assisted with the management and operational setup of a new restaurant within the group.
- Supervised daily restaurant operations and staff performance.
- Trained new employees on service standards and procedures.
- Coordinated staff schedules to ensure adequate coverage.
Administration Assistant
Out N About Casual & Outdoor Accessories
01.2004 - 01.2008
- Provided administrative support including data entry, inventory tracking and trade fair coordination.
Education
Bachelor of Tourism & Hospitality Management -
William Angliss Institute
Advanced Diploma & Diploma of Hospitality Management -
William Angliss Institute
Skills
- Donor management
- Donor segmentation
- Donation Processing
- Campaign Support
- CRM management
- CRM Implementation
- Data Integrity
- Data Cleansing
- Deduplication
- Data Migration
- Data Reporting
- Data Analysis
- Financial Reconciliation
- Process Improvement
- Stakeholder management
- Documentation
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Microsoft PowerPoint
- Dynamics 365
- Donman Management
Accomplishments
- Improved database quality by implementing consistent data auditing and cleansing practices.
- Contributed to the successful transition to a new CRM platform, ensuring accurate data migration.
- Supported fundraising campaigns through efficient donor data segmentation and reporting, enabling targeted communications.
- Maintained accurate processing of large volumes of donations across multiple fundraising campaigns.
- Strengthened donor relationships through efficient donor communication and support processes.
- Improved internal reporting capabilities through timely and accurate donor data reporting.
- Improved database usability through data clean-up and removal of outdated fields and codes.
- Supported donor engagement initiatives that strengthened donor retention and relationships.
Certification
Working with Children Check
Additional Information
Australian Citizen, Current Victorian Driver Licence
Languages
Cantonese
Native/ Bilingual
Mandarin
Full Professional
English
Native/ Bilingual
References
- Neema Parmar, Direct Mail & Campaign Lead, 0433 854 736
- Allison Nicholls, Donor Liaison Officer, 0409 354 369
- Sharon Wangman, Gift in Will Manager, 0409 761 296
Timeline
Fundraising Coordinator
St Vincent de Paul Society Victoria
07.2021 - Current
Donor Liaison Coordinator
St Vincent de Paul Society Victoria
03.2021 - 07.2021
Donor Relations Officer
St Vincent de Paul Society Victoria
11.2015 - 03.2017
Data Entry Volunteer
St Vincent de Paul Society Victoria
09.2015 - 11.2015
Receptionist (Temp)
Coach Hong Kong Ltd
01.2012 - 02.2012
Supervisor
Old Kingdom Restaurant
01.2011 - 01.2015
Supervisor
Ah Loy's Malaysian Restaurant
01.2009 - 01.2011
Administration Assistant
Out N About Casual & Outdoor Accessories
01.2004 - 01.2008
Bachelor of Tourism & Hospitality Management -
William Angliss Institute
Advanced Diploma & Diploma of Hospitality Management -
William Angliss Institute