Description
Responsible for creating and maintaining constituent records for donors, prospects, corporations and foundations as well as the proper coding, recording and processing of myriad nuanced and complex charitable donation types. This position works closely with department colleagues to ensure the timely recording of donor and gift information while also educating on and enforcing policy. They must have the ability to maintain strict confidentiality regarding constituent information and be able to work independently and as part of a team.
Responsibilities:
• Manage donations from multiple sources (including but not limited to gift agreements, bank lockbox, credit cards, stock/wire transfers, gifts-in-kind, gifts of art, payroll deductions) in order to create daily gift batches and process them in a timely and accurate manner per policy and IRS guidelines.
• Analyze gift information to determine campaigns, funds, appeals, and/or proposals (as appropriate) for entry and processing.
• Initiate and investigate gift detail when required campaign, fund, and/or appeal information not provided.
• Create appeal records with consistent information in order to track fundraising initiative success.
• Generate and format daily gift report for department distribution. Manage adjustments as appropriate.
• Reconcile gift batches and complete close queries to prepare gifts to post to Finance’s general ledger.
• Independently generate, proof and personalize/modify receipts.
• Lead gift processing process improvement initiatives and make recommendations for policy and education.
• Serve as policy expert and implement and maintain policies and procedures related to gift processing, such as audited gift documentation, gift-in-kind and soft credit.
• Manage and enter constituent data for individuals and organizations, including address updates and constituent demographic information. Research and analyze information to populate biographical data fields where information is available.
• Work independently and as a team to manage community hospital and UH departmental integrations. Clean up database tables, assess/modify configurations, merge duplicate records and re-map field data.
• Create and maintain reports and mail merge templates for gift processing, receipting, and acknowledgements.
• Manage large volume of returned mail and sensitive requests to be excluded from mailings (suppression log).
• Serve as database resource for entire department.
• Respond to donor inquiries and provide clarification/requested documentation.
