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Form of workJob Description
POSITION OVERVIEW
A Gift Processing Assistant who is passionate about Alzheimer’s disease and wants to work with people who are raising awareness and funds for research is wanted to join our small team. The person in this position will have worked in a nonprofit fundraising environment and used Salesforce or similar CRM software. The Donor Gift Processing Assistant will be responsible for assisting with adding and maintaining biographical data, pledges, and Gift Processing activities and communications to the foundation’s development system. The Gift Processing Assistant will assist with research, entering, verifying, and updating donor data as well as correcting inconsistencies and generating clean-up lists as needed. The Donor Gift Processing Assistant will maintain confidentiality of data in accordance with security standards. The person in this position will be organized, accurate, neat, proactive, focused, and calm under pressure. This position will report to the Database Manager and Analyst until the Donor Gift Processing Specialist joins the team.
ESSENTIAL DUTIES
- Answer incoming calls and checks general voicemail daily; monitors general email and respond to inquiries and donor requests; keep track of donor inquiries concerning donations.
- Enter donations, gifts, pledges of cash, checks, and online donations in the Salesforce.
- Assist with maintaining established check master sheet and track all incoming check donations and reconcile with finance team.
- Monitor database for formatting errors and duplicate entries based on Standard Operating Procedures (SOPs), makes changes and/or corrects errors.
- Provide support to other team members as needed and perform additional duties as assigned by management.
HIGH VOLUME SEASON
- Provide assistance with opening daily mail, preparing donations for deposits, and recording donor information; support tasks related to acknowledgment letters and tax receipt creation process.
- Provide assistance with creating comparative donation reports and reconciling fundraising data with financial report(s).
- Assist with entering check donation details into database using the gift coding indicated in SOP.
- Assist with tracking and confirming matching gift process, perform quality control check of donations/gifts and pledges (batches) that were entered by other team members for accuracy.
- Assist with maintaining greeting and mailing address cleanup (for new contacts).
- Assist with reviewing donation and tribute letters prior to printing.
COMPLIANCE MANAGEMENT
- Assist with maintaining and securing donor files, and adhere to state, federal, and local government laws and regulations that govern overall fundraising programs and gift management.
- Adhere to guidelines given by IRS and/or auditors and assist team with providing donor information to management for the filing of Form 990.
QUALIFICATIONS
To perform the job successfully, an individual must demonstrate the following:
- Professionalism, interpersonal skills, common courtesy, friendly voice with exemplary customer service.
- Punctuality, exceptional organizational skills; setting priority and meeting deadlines.
- Exceptional work ethic, problem solving and active listening skills; patience when relaying accurate information to others.
- Outstanding verbal and written communication skills; acute attention to detail, and neatness.
- Ability to retrieve accurate data from Salesforce and use Excel.
- Proper handling of confidential information with sensitivity and discretion; follow policy and procedures accurately and consistently.
- An independent worker, with the ability to be a team player.
Education and Experience
- A degree from an accredited college preferred.
- At least six years of work experience with fundraising CRM/databases, preferably Salesforce at a non‐profit office; preferably Alzheimer’s or other neurodegenerative diseases.
Technical Skills
- Proficient in Salesforce; familiar with Dropbox; have the ability to learn and master Asana.
- Proficient in Microsoft Office Suite: Word, Excel, Outlook, PowerPoint Internet.
- Experience with phone system such as Yealink.
Working Conditions
- Position resides in a beautiful new office space with a friendly work environment.
- Normal in-person workweek is 40 hours are Monday through Friday.
- Business smart attire is the style of dress with occasional business attire for executive meetings.
- Talking in-person with team members, researchers and donors as well as on the phone.
- Prolonged periods of sitting at a desk and using computer monitor(s).
If you are a highly resourceful self-starter; comfortable working independently with outstanding written and verbal communication skills combined with good judgment to complete day-to-day tasks on time; we want to learn more about you.
