Donor Gift Processing Specialist

POSITION OVERVIEW

A Donor Gift Processing Specialist 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 Specialist will be responsible for adding and maintaining biographical data, pledges, and Gift Processing activities and communications to the foundation’s development system. The Donor Gift Processing Specialist will research, enter, verify, and update donor data as well as correct inconsistencies and generate clean-up lists as needed. The Donor Gift Processing Specialist 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 Development Director 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, stock/securities, online donations, and electronic funds transfer (EFT) in the Salesforce.
• Maintain established EFT master sheet and track all EFT incoming donations and reconcile with finance team.
• Maintain established check master sheet and track all incoming check donations and reconcile with finance team.
• Monitor recurring donations and follows up with donors.
• Understand donor advised and workplace gift portals and security/stockbrokers to ensure timely and accurate Gift Processing of securities.
• Research and identify donation details in multiple platforms; reviews fees associated with checks and records gross amounts and accurately enters data for all platforms.
• Prepare major, lapsed, and prospective donor profiles for management cultivation strategy.
• 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.

COMPLIANCE MANAGEMENT

• Maintain and secure donor files and ensures correct gift/grant/donation restriction documentation.
• Adheres to state, federal, and local government laws and regulations that govern overall fundraising programs and gift management.
• Monitor donor management policies and procedures for adherence to guidelines given by IRS and/or auditors.
• Assist team by serving as liaison for the annual audit, providing donor information for the filing of Form 990.

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.
• Create comparative donation reports and reconciling fundraising data with financial report(s).
• Enters check donation details into database using the gift coding indicated in SOP.
• Track and confirm matching gift process, perform quality control check of donations/gifts and pledges (batches) that were entered by other team members for accuracy.
• Generate direct mailing lists for fundraising and/or marketing campaigns.
• Maintains greeting and mailing address cleanup (for new contacts).
• Reviews donation and tribute letters prior to printing.

QUALIFICATIONS

To perform the job successfully, an individual must demonstrate the following:

• Professionalism, interpersonal skills, common courtesy, and 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, accuracy, and neatness.
• Ability to retrieve accurate data from Salesforce and use Excel and Salesforce dashboards for reports.
• Notable analytical skills for theories on various giving trends and/or feasible donor cultivation(s) ideas.
• 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.
• Seven years of work experience with fundraising CRM/databases, preferably Salesforce at a non‐profit office; preferably Alzheimer’s or other neurodegenerative disease.

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 workweek is 40 hours are Monday through Friday in-person.
• Business smart attire is the style of dress with occasional business attire for executive meetings and special events.
• Talking in-person with colleagues and consistently on the phone with donors and/or team members.
• 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.