Gift Processor (Advancement Professional I - Non-Exempt, Range 1) - Advancement Services

CSU Careers • San Francisco, CA

2d • Onsite

About The Position

Under general supervision of Senior Director of Advancement Services, the Gift Processor processes donations to the University, including cash, check, and credit card transactions. The incumbent posts gifts to the Blackbaud RE NXT donor database and processes gift receipts and acknowledgement letters, as required. The incumbent responds to donor inquiries and special requests from staff and faculty regarding information in the RE NXT database. The incumbent provides daily updates to RE NXT donor database. Maintain Central Files and ensure records are in good condition by keeping files organized, properly labeled, legible and in compliance with IRS publications and CSU Chancellor’s Office Retention policies. Facilitate the Central Files scanning procedures by converting the paper copies into a digital & readable format and labeling files appropriately. The Gift Processor processes and posts gifts, and as needed, generates gift receipts and letters. The incumbent must maintain high work standard, produce error-free output, and exercise discretion and tact in dealing with highly confidential material. Responsible for reviewing/auditing own work to ensure integrity. Resolves gift processing issues and make recommendations as to courses of action. The Gift Processor is expected to work cooperatively and effectively with administrators, other staff, donors, and students. This position requires extreme attention to detail, follow through, and the ability to handle multiple tasks with minimal supervision.

Requirements

• General professional knowledge of advancement and fundraising tactics.
• Demonstrated communications and interpersonal skills to collaborate effectively with internal and external stakeholders and potential donors.
• Ability to follow guidelines and provide input and feedback.
• Ability to work independently as well as part of a team, with a donor and stakeholder service-oriented approach.
• Flexibility to adapt to changing priorities and deadlines.
• Strong attention to detail and accuracy.
• Analytical and math skills to complete research and reconcile financial accounts.
• Organizational skills to plan, organize, and prioritize work.
• Ability to use technology and relevant software packages.

Nice To Haves

• Experience and Education: Equivalent to a bachelor’s degree in a related field. Relevant education and/or experience which demonstrates acquired and successfully applied knowledge and abilities shown above may be substituted for the required education on a year-for-year basis.
• BA/BS degree or equivalent work experience in accounting, business administration, finance, or related field.
• 2-3 years’ experience technical/administrative work involving collecting, recording and analyzing data.
• Computer skills including database knowledge/experience imperative. MS Office skills should include advanced skills in MS Word (including mail merge functions) and intermediate Excel skills.
• Must have experience working with fundraising databases and be familiar with fundraising principles.
• Must have superior analytical skills, and the ability to troubleshoot and problem solve.
• Candidates should possess excellent written and oral English language communication skills and interpersonal skills, be able to follow written instructions, and exercise independent judgment in problem-solving.
• Must be self-motivated and have the ability to juggle multiple projects and meet deadlines.
• Knowledge of charitable giving policies and procedures helpful, as is experience in an educational or non-profit institution.
• Accounting and/or bookkeeping experience preferred.

Responsibilities

• Process and post gifts; generate and send donor receipts and thank you letters
• Process and post gifts, alumni memberships and event payments in the donor database (Blackbaud Raiser’s Edge NXT), ensuring accuracy and compliance with established procedures
• Generate donor acknowledgements and standard correspondence in accordance with university and IRS guidelines
• Daily update of donor database
• Maintain and update donor records, including data entry, validation, and routine data audits to ensure data integrity
• Central Files maintenance and electronic scanning procedures
• Maintain organized electronic and physical records in compliance with CSU retention policies and departmental standards
• Respond to inquiries and special requests
• Serve as a point of contact for routine donor and campus inquiries related to gift processing and donor records
• Other duties as assigned
• Identify and resolve routine gift processing issues, escalating more complex issues as appropriate

Benefits

• Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions.
• SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve.
• We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level