Gift Processor & Database Services Coordinator

University of North Texas System•Fort Worth, TX

8d•Onsite

About The Position

The Gift Processing and Data Services Coordinator is responsible for accurately processing, recording, and reconciling gifts and donations received by the foundation. This role ensures the integrity of gift data and compliance with relevant policies and regulations. The Gift Processor and Data Services Coordinator works closely with Advancement Operations leadership, the Director of Finance and Donor Stewardship, and other departments to facilitate smooth gift management, ensuring timely and accurate reporting. Work in collaboration with Institutional Advancement team members (communications, events/sponsorships, annual giving, alumni engagement, corporate and foundation relations, and advancement operations), to ensure data integrity, accurate records management, and the development and implementation of effective reports.

Requirements

Bachelor's degree and two (2) years of related experience; or any equivalent combination of education and experience.
Excellent software skills, including Microsoft suite of products, database management, and customer relationship management products.
Demonstrated organizational skills, customer service orientation with an ability to prioritize, manage, and complete multiple tasks under time sensitive deadlines
Must manage confidential materials with sensitivity and discretion
Must work independently and within a collaborative team environment
Must be proactive in identifying opportunities to improve processes and efficiency.
Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience.

Nice To Haves

Experience in gift processing, accounting, banking or a similar financial role.
Strong attention to detail and the ability to maintain accurate financial records.
Familiarity with IRS regulations and compliance related to charitable giving.
Proficiency in database management and financial software systems (Blackbaud’s Raiser’s Edge and Financial Edge).
Excellent communication and collaboration skills.

Responsibilities

Processing and acknowledging all donations to UNT Health Foundation within the Raiser's Edge (RE) constituent relationship management database software.
Processing and recording all gifts, pledges, and donations in the database system, ensuring accuracy and timeliness.
Verifying gift documentation for compliance with university policies and donor intent.
Generating and distributing personalized gift receipts and acknowledgment letters to donors.
Creating new records, researching and updating existing records.
Generating targeted lists for all IA communications, event invitations, college-specific communications and for the Office of the President.
Generating weekly, monthly, quarterly, and annual gift reports for IA team members, Advancement Operations and Finance/Donor Stewardship.
Reconciling gift and donation transactions with the general ledger (Financial Edge).
Collaborating with the Director of Finance and Donor Stewardship and Advancement team to ensure proper allocation and fund management.
Assisting in resolving discrepancies in gift-related financial records.
Preparing and executing journal entries.
Ensuring all gifts comply with IRS regulations, university policies, CASE Global Reporting Standards, and donor agreements.
Preparing regular reports on gift transactions, fund balances, and other related metrics.
Utilizing various research resources, in collaboration with the Director of Advancement Data Services and Reporting, to identify prospects who have an interest in, and capacity for, making a gift.
Working closely with Advancement Services leadership and other university departments to streamline gift processing workflows.
Providing support during fundraising campaigns, appeals, and events by managing financial and gift data.
Assisting in training staff on gift processing policies and procedures as needed.