Gift Process and Records Coordinator

University of Richmond

2d•$18 - $22•Onsite

About The Position

Processes gifts, pledges, and event registrations and performs a variety of complex duties associated with the confidential gift processing function. Receives gifts to the University in the form of checks, credit cards, stock transfers, etc. and develops and maintains procedures manual for gift and pledge entry and maintenance; and ensures compliance with accounting principles, University policy, state, and federal laws. Provides front line support for contact with alumni and other donor constituencies related to gifts.

Requirements

Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community
Ability to interpret, analyze, and advise on the application of compliance laws and regulations in employment and academic settings
Strong problem identification and solution skills, as well as strong organizational skills
Ability to handle complex and multiple tasks
Ability to work effectively under stress and adhere to tight deadlines
Maintain confidentiality in the handling and dissemination of highly sensitive information
Skilled in use of personal computers and related software applications
Understanding of principles of relational databases
Skilled in records maintenance with strong attention to detail
Knowledge of accounting principles and IRS donation and acceptance regulations
Associate's degree required
2+ years’ experience required in accounting, data entry, or advancement services with familiarity in fundraising principles, campaign standards, and relational databases (Blackbaud CRM preferred)

Nice To Haves

Bachelor's degree preferred
Blackbaud CRM preferred

Responsibilities

Provides customer service to alumni and other donor constituencies, regarding gift designation, allocation, receipts, and recognition.
Counsels division and department leadership, donors, gift officers, and others on IRS compliance and university regulations, processes and procedures on charitable donations
Processes large volume of gifts in the form of cash, checks, credit cards, stock transfers, IRA transfers, etc.
Identifies processing problems or deficiencies, takes corrective action and makes recommendations for changes.
Researches and resolves problems related to transactions or associated constituent record updates
Processes event registrations payments, along with additional donations, while assisting Alumni Engagement with event registration management
Analyzes gifts and documentation to determine legal donor, gift category, IRS charitable types and funds for application and charitable gift eligibility.
Works with gift officers to coordinate appropriate pledge applications/designation
Verifies and ensures acquisition of matching gifts.
Research donor employment for matching gift eligibility; process on-line matching gift verifications from matching gift companies; notify donor or gift officer of matching gift opportunity; update and maintain matching gift information in system; process information to follow up on matching gift forms not received from donors and payments not received from matching gift companies to maximize donations.
Make appropriate updates in system to employment and matching gift status
Creates new and maintains existing biographical records and information including addresses, business and employer information, matching gift company information, name changes and other datapoints pertinent to our constituents through gift documentation review and consultation of additional sources
Maintains specific modules of the donor database; manages appropriate department records in accordance with applicable policies and standards; creates regular and ad-hoc reports as requested and assists management in interpretation of reports
Assists other coordinators with entering gifts and/or biographical data as needed during peak periods
Follows processes and procedures for compliance with Family Education Rights and Privacy Act (FERPA), National Automated Clearing House Association (NACHA), Payment Card Industry (PCI), Identity Theft procedures and university policies
Ensures compliance with legal and professional standards, including IRS substantiation and disclosure regulations, CASE management and reporting stands, FASB accounting standards, matching gift program policies and giving societies and other professional and institutional standards and practices
Assists with data integrity and enhancement processes and in conducting internal audits of data entry, gift processing, and gift classifications
Assists senior level staff with researching current legislation and compliance regulations on a wide variety of compliance practices, and participates in the review of revisions and refinements to existing policies and procedures to ensure compliance and efficiency
Researches and helps prepare training for the university community on appropriate business processes and university compliance guidelines
Participates in testing of enhancements to ArachNet (Blackbaud CRM)
Completes special projects as assigned
Prepares and distributes adhoc donor gift reports to leadership
Performs other related duties as assigned