The Gift Specialist position is responsible for the daily processing of charitable contributions to the University in a timely manner working within IRS and CASE guidelines. This role handles gift processing and maintenance of University constituent data which includes project work involving data updates and generating charitable tax receipts while providing stellar customer service and demonstrating keen problem-solving skills.
- Gift Processing: preprocess and enter gifts, pledges, and transactional information into the University’s donor database from a number of different sources and payment methods. Complete all tasks associated with electronically batched gift entry to ensure timely charitable receipts and donor stewardship, including appropriate biographical and demographic information.
- Gift/Pledge Entry: perform documented steps to record complex transactions such as pledges, planned gifts, in-kind and stock gifts, pre-deposit and matching payment transactions. Accuracy is the primary objective. Analyze gift documentation to determine legal donor, gift category, appropriate fund, and gift eligibility. Work with gift officers to coordinate appropriate pledge application.
- Data Management: verify and update biographical information in donor database from a multitude of sources; scan and link revenue documentation into imaging system; maintain accurate constituent gift biographical history records through research and corrections. Special database clean-up projects on a scheduled and as needed basis.
- Other duties: sort and group gifts received by mail and in-person following intake best practices; manage processes: pledge payment reminders, tax receipts, recurring gifts & automated pledge payments. Make informed decisions about proper entry, allocation, & documentation of University donations. Communicate with internal & external stakeholders as needed & staff department email/phone “Help” lines.
Education and Experience
- A high school diploma or equivalent is required. Bachelor’s degree is preferred.
- A minimum of three years of full-time work experience in data entry is required.
- Demonstrated experience in a customer service environment requiring diplomacy and professionalism with the ability to work with people with varying technical skills is required.
- Experience working within a Development office is preferred.
Knowledge, Skills, and Abilities
- Candidate must demonstrate strong verbal and interpersonal communication skills, as well as the ability to establish and maintain effective working relationships with a wide range of constituencies in a diverse community. Must also demonstrate the ability to communicate effectively in writing. A strong customer service orientation and a commitment to the timely resolution of customer issues are essential.
- Candidate must possess strong time management, organizational and planning skills with the ability to manage competing priorities and complete projects in a timely manner. Must also possess strong problem-solving skills with the ability to identify, analyze problems and devise solutions.
- Demonstrated ability to prioritize a variety of projects and assignments requiring a high degree of accuracy is required. Strong analytical research skills along with exceptional attention to detail is required. Strong self-motivation and willingness to take on responsibilities beyond those explicitly defined is required. Ability to safeguard confidential information and adhere to database security protocols is required.
- Candidate must demonstrate strong proficiency in MS Word and MS Excel – Intermediate Proficiency.
- Experience with a relational database is preferred. Experience with donor management software such as Blackbaud Raiser’s Edge or SunGard Advance is desirable. Knowledge of donor/CRM database, IRS charitable guidelines and CASE standards is a plus. Knowledge of generally accepted fundraising terminology and best practices/business rules is desirable.
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How To Apply
Deadline To Apply
January 18, 2019
**SMU will not discriminate in any program or activity on the basis of race, color, religion, national origin, sex, age, disability, genetic information, veteran status, sexual orientation, or gender identity and expression. The Executive Director for Access and Equity/Title IX Coordinator is designated to handle inquiries regarding nondiscrimination policies and may be reached at the Perkins Administration Building, Room 204, 6425 Boaz Lane, Dallas, TX 75205, 214-768-3601, email@example.com.
How to Apply
Please Apply Online at www.smu.jobs or