Salary: $80,000.00 - $90,000.00

  • Participates and leads the gift processing team members (2) in the timely processing of all gifts into the Development database
  • Ensures that gift booking and reporting policies reflect current state and federal laws for charitable gifts and endowments and adheres to CASE and AFP reporting guidelines
  • Advise Development staff on gift accounting and recommend solutions to complex gift issues
  • Oversee the pledge reminder process by ensuring pledge reminders are appropriately tagged in the database, reports are accurate and timely, and a normal cadence of operational and front-line meetings are followed to determine strategy for past due pledges
  • Conduct routine gift audits for daily deposits and monthly closes and assist Finance with fund/gift audits and reconciliations, as needed
  • Participates and leads the fund management process to include fund creation and establishing financial relationships and processes are in place to secure gifts to new funds
  • Liaise with Finance on gift, grant, and fund issues
  • Assist in the management of acknowledgment letter templates, solicitation forms, etc. ensuring appropriate legal, ethical and financial language is incorporated
  • Assist fundraisers in the creation of pledge agreements ensuring they meet requirements for multi-year commitments, endowments, and naming opportunities to meet legal, ethical, and financial standards
  • Work with the Foundation Relations and Government Grants team and Research Operations to ensure adequate pre-post award grant tracking
  • Partner with the Information and Ops Manager for data appends and ongoing data integrity projects
  • Act as an expert resource regarding the usage of restricted gifts, and surface issues that impede the fulfillment of donor intent
  • Develop and socialize training resources tailored to enhance staff understanding of gift agreements, funds management, and other areas of gift compliance
  • Oversee the ongoing maintenance of policies and procedures governing gift booking, reporting, acknowledgment, and receipting
  • Keep abreast of applicable laws, hospital policies, and best practices governing all aspects of the gift booking process
  • Other duties as assigned
  • Acts in accordance with our RESPECT behavioral standards

EDUCATION:

Bachelor's Degree required, with preference to Accounting, Finance, or Business Administration

EXPERIENCE:

Minimum five years of experience in gift operations

KNOWLEDGE AND SKILLS:

  • Understanding of IRS regulations and laws relating to charitable giving
  • Familiarity with accounting standards, principles, procedures, and financial reporting
  • Proven organizational problem solving skills and ability to prioritize work and meet deadlines
  • Experience improving efficiencies and the quality of business processes
  • Working knowledge of database systems, with preference to Blackbaud Raiser's Edge
  • Highly proficient with computers, including superior spreadsheet skills
  • Able to work independently or as a team member
  • Analytical, detail-oriented, and highly accurate
  • Ability to work with, interpret, and utilize financial information
  • Must be systems and process oriented
  • Committed to highest level of performance
  • Must be focused on the obligation to donors to be good stewards of their philanthropy
  • Willingness and desire to dedicate time and effort to research best practices

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