Gift Processing Specialist
California State University System - Humboldt, CA
posted 16 days ago
About the position
The Gift Processing Specialist is responsible for the processing of charitable gifts and the entry of accurate donor data which is critical for donor and alumni relations. This position is responsible for the daily upkeep of records in Raiser's Edge including, but not limited to, the maintenance and addition of new constituents, i.e., parents, alumni, other donors, etc. Duties include appropriate documentation of transactions and accurate facilitation of a schedule of donor communications. Communications pertain to pledge reminders, a range of gift acknowledgments and receipts, as well as major gift Thank You letters. This position interacts collaboratively with on campus partners as well as external constituents so it's vital for the candidate to possess excellent customer service skills and interpersonal communication skills. This position will interact with donors on the phone and through email to field any questions they may have about their giving.
Responsibilities
- Enter gifts daily into the donor database based on the data provided by the Gift Processing Center in accordance with CASE and IRS standards.
- Use reasoning and critical thinking to ensure donor intent for each gift and seek more information if intent is not clear.
- Perform various reconciliation processes to ensure accuracy of gift entry and donor intent.
- Work closely with the Gift Processing Center to ensure cashiering and receipting are correct.
- Prepare, produce, and send customized gift acknowledgments or receipts for each type of gift received.
- Prepare, produce, and send pledge reminders for all gift levels.
- Report any gift receipting errors to the operations team.
- Work closely with the Alumni Relations team annually to update the language of acknowledgment.
- Process returned mail and update donor records as necessary.
- Code deceased constituents in the database and ensure all communications are terminated.
- Assist in updating credit card information for donors in compliance with PCI policies.
- Assist in operation data clean-up projects such as donor record duplication, global imports and other needs as they arise.
- Support reporting for specific fundraising efforts and campaigns.
- Create, manage, and analyze reporting to help inform the division on charitable giving to the foundation using CASE and CSU standards as needed.
Requirements
- Entry to this classification requires a fully functional knowledge of and skill in standard office procedures and practices.
- Ability to understand and operate in a variety of organizational structures.
- Thorough knowledge of English grammar, spelling, and punctuation and be able to clearly communicate orally and in writing.
- A knowledge of business mathematics.
- The ability to use and quickly learn new office support technology systems and software packages is also a prerequisite.
Nice-to-haves
- An undergraduate degree.
- Any professional or volunteer experience working with relational databases (preferable Raisers Edge).
- Any professional or volunteer experience working in nonprofits or higher education.
- A knowledge of business mathematics.
- General knowledge of financial data, accounting, and reporting.
Benefits
- Outstanding vacation, medical, dental, and vision plans.
- Life insurance.
- Voluntary pre-tax health and dependent care reimbursement accounts.
- Fee waiver education program.
- Membership in the California Public Employees Retirement System (PERS).
- 14 paid holidays per year.
