Gifts and Records Specialist
About The Position
This position supports the University’s fundraising efforts by ensuring gift and constituent data is managed accurately, efficiently, and in compliance with applicable standards. The incumbent functions as a data steward, responsible for overseeing the daily operations of gift processing, data integrity, and reporting, while ensuring adherence to IRS regulations, University policies, and industry best practices (CASE guidelines). This role requires analytical and problem-solving skills, meticulous attention to detail, the ability to exercise discretion with sensitive information, and the ability to manage multiple priorities.
Requirements
- Bachelor’s degree in a related field, such as Business Administration, Nonprofit Management, or Information Management, or an equivalent combination of education and experience.
- At least one year of progressively responsible data management experience, preferably in nonprofit, higher education, or fundraising settings.
- Strong data-entry accuracy; experience using a donor CRM; ability to exercise discretion with sensitive information; and sound judgment in interpreting data, solving problems, and resolving issues.
- Excellent communication and interpersonal skills with the ability to identify and collaborate effectively among key stakeholders across teams and departments.
Nice To Haves
- Knowledge of IRS guidelines and/or university gift processing best practices.
Responsibilities
- Process all gift transactions accurately and on time, including complex gifts and pledge activity.
- Maintain accurate, complete, and reliable constituent biographical and giving records in the University Advancement database.
- Identify and create process improvements that enhance the work of the Gifts & Records and Advancement Services teams.
- Create and maintain documentation for gift processing and data management procedures to support consistency and knowledge transfer.
- Analyze gift and donor data to resolve discrepancies and ensure giving platforms and third-party tools function appropriately.
- Provide accurate, timely guidance to internal stakeholders and student employees on biographical data, gift-related inquiries, and standard operating procedures.
- Ensure Gifts & Records policies and procedures align with applicable IRS requirements and CASE standards.
- Collaborate with Advancement and Finance teams to support accurate recording, depositing, and acknowledgment of charitable gifts.
- Provide prompt, clear communication to donors regarding their giving history, current gifts and contribution methods.
- Perform other duties as assigned.
Benefits
- 20 days of paid time off (vacation and PTO days) per Fiscal year
- 8 Paid Holidays
- Paid Winter Break between Christmas Eve and New Year’s Day
- Paid Parental Leave (after 1 year of full-time employment)
- Comprehensive medical, dental, and vision plans including disability and life insurance programs
- 10% employer contribution after 1 year of full-time employment
- Tuition Exchange Program for Dependents
- Remission of tuition for classes taken at Butler for employees, spouses, and dependent children.
- Access to Butler’s on-site fitness facility and libraries for full-time staff and faculty
- LinkedIn Learning Courses
- Free premium subscription to the Calm App
- Free subscription to the WSJ, The Economist, and NYT
- Discount at the College Bookstore
- Discount on select Athletic and Arts/Events Center Performances
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
