Bio & Gift Records Specialist

LSU FOUNDATION•Baton Rouge, LA

3d•Onsite

About The Position

The Bio & Gift Records Specialist proactively and efficiently processes gifts and maintains constituent records in the CRM database, supporting high-quality operations and the long-term success of the LSU Foundation. As a member of the Advancement Services team, the specialist helps protect database integrity and identify opportunities for improvement. The role requires knowledge of LSU Foundation fundraising processes, timely work, and collaboration with LSU Foundation staff and LSU Units. The position reports to the head of Bio & Gift Records and has no supervisory responsibilities. The specialist maintains constituent records by creating and updating records, resolving duplicates, managing record-update requests and data batches, and researching contact information. The role also processes gifts, matching gifts, and pledges in accordance with current policies, donor intentions, professional and legal requirements, and internal audit controls. Gift-processing duties include reconciling batches, preparing deposits, archiving gift documentation, sending tax receipts, recognizing donors, and resolving donation issues with donors and internal teams.

Requirements

Bachelor’s degree from an accredited college or university.
Demonstrated experience in gift processing and records management.
Proficiency with Microsoft Office 365 applications, particularly Excel.
Experience analyzing large data sets.

Nice To Haves

Excellent organizational and communication skills.
Understanding of the development process and experience with higher education fundraising databases, preferably ADVANCE.
Advanced computer skills and experience using online research tools, including LexisNexis.
Ability to work effectively in a team environment.
Sound judgment and decision-making skills.
Time management skills and ability to adjust priorities as needed.
Results- and service-oriented attitude, with special attention to timely responses, accuracy, and precision.
Highly detail-oriented and self-motivated.
Critical thinking, relationship building, attention to detail and accuracy, collaboration, adaptability, effective communication, emotional intelligence, professionalism, tenacity, and timely decision-making and judgment.

Responsibilities

Create new constituent records; update biographical, marital, family, and employment data; merge duplicate records; and purge records as appropriate.
Work tickets in the records update queue and assist with processing data batches received through the online content management system.
Update communication and solicitation controls to align with donor-centered practices.
Research contact information for alumni and identify deceased alumni; research contact information for returned-mail appeals.
Assist with data-import projects and mass updates to constituent records, including student, parent, faculty, and staff records.
Notify prospect research and development of changes to key constituent records.
Process gifts, matching gifts, and pledges accurately according to current policies and procedures, donor intentions, professional and legal requirements, and internal audit controls.
Reconcile and balance gift batches of various types and from multiple sources.
Prepare and deposit checks and cash.
Scan and file gift information using the documentation imaging system.
Send tax receipts and ensure donors receive timely and appropriate recognition for their gifts.
Contact donors about issues, including declined credit cards and missing information.
Communicate with advancement, development, and finance team members to address donation issues.