Assistant Director, Gift and Record Administration
About The Position
Temple University's Institutional Advancement Department is searching for an Assistant Director, Gift and Record Administration! This position reports to the Director of Gift and Record Administration and oversees daily operations, including task distribution, training, and support for Gift and Record Specialists. The Assistant Director will perform hands-on tasks such as daily reconciliation with Finance, gift adjustments, generating tax receipts, establishing solicitation codes, and alerting the Director to transactions outside established policies. This role also serves as a backup for daily gift processing and handles gifts during high-volume periods. Additionally, the Assistant Director supports the Director's strategic goals for quality gift and data processing and strengthened controls, providing guidance to specialists as delegated. The position requires problem-solving skills for reconciling items and verifying departmental transactions. The Assistant Director will interact directly with donors, IA staff, leadership, and institutional donors to resolve issues and will assume the Director's responsibilities in their absence. This role is integral to supporting Temple University's $1.5 billion comprehensive campaign, including the implementation of a new CRM. The university is seeking an enthusiastic professional ready to grow and learn.
Requirements
- Bachelor's degree.
- At least three (3) years of directly related experience in any relevant field that develops critical thinking skills, preferably in a higher education advancement environment.
- An equivalent combination of education and experience may be considered.
- Knowledge of the appropriate management of different gift types including but not limited to checks, credit cards, wire transfers, matching gifts, gifts of stock, and gifts in kind.
- Knowledge of the IRS and CASE regulations related to the processing of philanthropic gifts.
- Previous experience working hands on with a fundraising database or CRM.
- High level of detail orientation and problem-solving ability.
- Customer-centric attitude.
- Collaborative management style.
- Background checks including Cash Handling and Personally Identifiable Information.
Nice To Haves
- Previous experience with Salesforce or Banner Advancement.
- Experience with monday.com or other project management platform.
Responsibilities
- Oversees daily operations including the distribution of tasks and providing training and support for the two Gift and Record Specialists.
- Completes tasks that include but are not limited to the daily reconciliation with Finance, gift adjustments, generating tax receipts, establishing solicitation codes, and alerting the Director when transactions do not fall within established gift processing policies and procedures.
- Serves as back-up for daily gift processing and processes gifts during times of high volume.
- Supports the Director’s strategic direction to deliver quality gift and data processing and strengthen existing controls.
- Trains and provides guidance to the Gift and Record Specialists as delegated by the Director.
- Utilizes problem-solving skills to resolve reconciling items and to balance, verify, and account for departmental transactions.
- Works directly with donors, IA staff, leadership, and individual and institutional donors to resolve issues.
- Assumes the responsibilities of the Director in their absence.
- Performs other duties as assigned.
Benefits
- A hybrid work schedule
- Full medical, dental, vision coverage
- Paid time off
- 12 Paid Holidays
- Tuition remission - eligible employees and their dependents can obtain a degree TUITION FREE
- A generous retirement plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
