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Joan Koritko

Joan Koritko

Gift Processing

Talent
GuelphMember since September 17, 2026
Sumac donor softwareSocietCanada Helps Donor Database
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Sumac donor softwareSocietCanada Helps Donor Database

About

Administered the bursary fund from outreach to previous and future recipients, tracking all disbursements and communication with the students, liason with ED and finance to secure funds, communicate with social workers about their clients and produce a tracking report for audit Process direct debit monthly donations and provide support for processing all incoming donations, including online, mail, and third-party platform gifts, in Canada Helps Donor Database ensuring CRA compliance Reconcile monthly donations with finance department and bookkeeper

Experience

Donor Coordinator at Family and Children Services Foundation Waterloo (2023-10 – 2025-09)

  • Administered the bursary fund from outreach to previous and future recipients, tracking all disbursements and communication with the students, liason with ED and finance to secure funds, communicate with social workers about their clients and produce a tracking report for audit
  • Process direct debit monthly donations and provide support for processing all incoming donations, including online, mail, and third-party platform gifts, in Canada Helps Donor Database ensuring CRA compliance
  • Reconcile monthly donations with finance department and bookkeeper
  • Maintained database hygiene by running monthly reports
  • Front facing role for all donations, participate in fundraising strategies, created a new fund to respond to the need communicated to me by the social workers
  • Participate in all foundations events from obtaining licences and final reporting to municipal and provincial level to the set up and tear down with fundraising team members
  • Create tracking systems for the many types of donations, funds and distribution methods

Administrator at The Friends of Fort York (2019-01 – 2022-12)

  • Maintained members information and membership fees through Sumac donor software (now known as Societ) and Mailchimp
  • Responsible for data entry and donation processing - including preparing bank deposits, donor inquiries, and maintaining database records

Administrator & Communication Coordinator at The Fort York Foundation (2012-01 – 2019-01)

  • Process donations, issue tax credit and thank you letters, update database, update supporters list on website
  • Create and update website and social media accounts (Facebook, Twitter & Instagram)
  • Manage the donor database (Sumac) and act as the main communication liaison between the city staff and the organization
  • Support organizational governance by preparing board meeting minutes and send out board packages
  • Prepare for the annual audits and perform monthly financial reporting

Membership & Communications Coordinator (Intern) at Fashion Takes Action (2012-01 – 2012-12)

Transition from Administrative role to Communication

  • Managed the communications with members, updated CRM, participated in many event preparation and delivery

Education

DEI Training – OACAS – FACS

Sexual Orientation and Gender Identity and Expression (SOGIE) Training – OACAS – FACS

Diploma in Web Design – Toronto Image Works

BA in History – Laurentian University

Skills

Gift Processing

Reviews