Gift Processing Specialist

UNITED WAY OF METROPOLITAN DALLAS INC•Dallas, TX

About The Position

The Gift Processing Specialist is responsible for the accurate and timely processing of a high volume of donations and payments in the organization’s CRM system. This role audits supporting documentation to ensure it meets organizational, GAAP, and IRS requirements; determines the appropriate coding based on the organization’s revenue reporting structure; and identifies and implements record updates as needed. Key functions include entering donation information, and ensuring all work is completed with a high degree of accuracy, confidentiality, and adherence to established policies and procedures.

Requirements

Exceptional attention to detail with strong organizational, data management, and quality control skills
Ability to manage multiple priorities and deadlines in a fast-paced, high-volume environment
Proficiency with CRM systems and Microsoft Excel (sorting, filtering, formulas, lookups); familiarity with Power BI is a plus
Strong written and verbal communication skills
Demonstrated commitment to delivering a positive and professional donor experience
Strong interpersonal skills and ability to collaborate across teams
Self-motivated, proactive, and solutions-oriented with sound judgment
2–4 years of relevant experience in fundraising support, donor relations, or data management.

Nice To Haves

Experience in nonprofit operations is preferred.
Familiarity with donor databases or CRM systems (e.g., Microsoft Dynamics, Salesforce, Raiser’s Edge) is highly desirable.
Proficiency with tools such as Excel, and data reporting platforms (e.g., Power BI) is a plus.

Responsibilities

Review donation and payment batches to ensure documentation meets GAAP, IRS, and UWMD requirements and contains all information necessary for accurate processing.
Research donors and company giving history to determine appropriate coding, designation, and revenue alignment.
Proactively access third-party portals and platforms to retrieve missing or required donation documentation.
Compile, sort, and format spreadsheets to prepare donation data for import and posting into the CRM system.
Enter donation and payment data through manual entry and imports, ensuring accuracy and reconciliation to control totals.
Investigate and resolve system errors, rejected items, and discrepancies within the processing workflow.
Escalate issues and discrepancies to appropriate leadership and stakeholders in a timely manner.
Complete all assigned month-end closing activities by established deadlines.
Participate in the team rotation for processing incoming organizational mail.
Maintain and update company and donor processing profiles to support future accurate entry.
Collaborate with Resource Development and other teams to obtain gift agreements, donor intent documentation, and required approvals.
Support other processing, data quality, and system improvement initiatives as needed.
Provide responsive, accurate customer service to both internal and external stakeholders.
Handle all donor and financial information with strict confidentiality and care to reinforce donor trust.