Gift Processing Specialist

Ohio Living•Lincoln, NE

2d•Onsite

About The Position

The Gift Processing Specialist is responsible for the day-to-day gift management activities through timely and accurate processing, receipting and reconciliation, ensuring adherence to established financial controls, donor intent, and IRS regulations. This role actively contributes to maintaining Customer Relationship Management (CRM) data integrity, assisting with audit preparation and preparing reports to support fundraising, operations, and finance.

Requirements

High school diploma or equivalent required.
Proficiency with Microsoft Office (Word, Excel, PowerPoint) required.
Must be able to read, write, speak, and understand the English language.

Nice To Haves

College coursework or equivalent work experience preferred.
One year experience maintaining a database or relevant office experience preferred.
Two years experience in a position of financial stewardship preferred.
Knowledge of financial and audit accounting procedures and IRS regulations preferred.
Knowledge of estate and probate court processes preferred.
Ability to read and interpret legal documents such as trusts, wills, contracts, and federal and state regulations preferred.
Capacity to comprehend complex dataset structure and coding preferred.
Knowledge of philanthropic fundraising methods and ideals preferred.
Proficiency with Blackbaud Raiser’s Edge or other fundraising system software preferred.
Proficiency with Crystal Reports preferred.

Responsibilities

Oversees daily gift administration from deposit through acknowledgement, generally maintaining a three (3) business day turnaround for all gifts and commitments.
Ensures daily gift activity balances with deposit.
Assists with the reconciliation of gifts and deposits with the finance team.
Uploads and stores all gifts in our Docuware document management system.
Updates and maintains monthly reporting of restricted gifts.
Prepares standard gift reports and special requests from Executive Directors and other leaders.
Ensures accuracy of charitable payroll deductions for staff members.
Participates in data maintenance projects, identifying issues and updating database records to ensure data integrity.
Acts in place of the Division Director of Foundation Finance and Administration, if unavailable, in all day-to-day operational issues pertaining to gift and data management.
Monitors gift administration policies and procedures for adherence to new guidelines given by IRS and/or auditors.
Ensures proper restriction documentation for all gifts.
Serve as liaison for the annual audit, providing gift information and reimbursement grant information for the filing of Form 990.
Adheres to federal, state, and local government laws and regulations that govern overall fundraising programs and gift management.
Collaborates with the Finance Department to identify and implement solutions to support improvements in gift accounting and reconciliation.
Communicates with matching gift companies to ensure intended match of donor’s gift is received.
Responds to internal and external donor requests and inquiries related to gifts and commitments.
All other duties as assigned.