Gift Processing Specialist - US
DescriptionPURPOSE/OVERVIEW:
Provide accurate and timely processing of donations according to established procedures and in compliance with policies, timelines, donor intent, and IRS regulations. Actively maintain CRM data integrity to ensure accurate constituent records.
Please note: This position is part time, 18-20 hours per week, and will be based in the Grand Rapids, MI office. However, due to the current COVID-19 restrictions in place, it will be temporarily remote. Possible opportunity for hybrid and flex schedule.
KEY RESPONSIBILITIES:Essential Duties and Responsibilities:
1. Open, electronically deposit, reconcile, and record all mailed donations on a daily basis while adhering to the defined process for financial controls and accuracy of donation entry.
2. Reconcile online donations, including annual gift catalog donations, on a daily basis while adhering to the defined process for financial controls and accuracy of donation entry.
3. Process receipts in a timely manner, both electronic and mail receipts, following established receipting guidelines and IRS regulations.
4. Partner with finance team to provide accurate and timely deposit information and resolve any discrepancies. Provide backup documentation for multiple giving platforms, including fee structure reconciliation.
5. Troubleshoot online giving issues for donors, resolving the issue and following up by phone or email with the donor.
6. Ensure that Individual Retirement Account, stock, estate, donor-advised fund, and multi-agency donations are processed appropriately and acknowledged based on established guidelines and regulations.
7. Participate in annual audit work, providing all required information to finance team in a timely manner.
8. Prepare cash for deposit.
9. Provide remote deposit of non-revenue checks for finance team.
10. Identify special circumstances that require additional research or input; perform the necessary research, and or obtain appropriate guidance.
11. Maintain CRM data integrity through impeccable entry of new contact information, monitoring and scrubbing duplicate data from integrated systems, and updating demographic and mailing information.
12. Collaborate with WR fundraising and finance teams by providing accurate revenue reports, answering questions regarding gifts, and providing excellent internal customer service.
13. Other duties as assigned.
SKILLS, KNOWLEDGE & EXPERTISE:Qualifications:
1. Demonstrated accurate and fast data entry skills
2. Demonstrated ability to follow established procedures and willing to recommend areas for improvement
3. Ability to maintain positive relationships and communicate effectively with colleagues and constituents
4. Display the
Apply Now
Provide accurate and timely processing of donations according to established procedures and in compliance with policies, timelines, donor intent, and IRS regulations. Actively maintain CRM data integrity to ensure accurate constituent records.
Please note: This position is part time, 18-20 hours per week, and will be based in the Grand Rapids, MI office. However, due to the current COVID-19 restrictions in place, it will be temporarily remote. Possible opportunity for hybrid and flex schedule.
KEY RESPONSIBILITIES:Essential Duties and Responsibilities:
1. Open, electronically deposit, reconcile, and record all mailed donations on a daily basis while adhering to the defined process for financial controls and accuracy of donation entry.
2. Reconcile online donations, including annual gift catalog donations, on a daily basis while adhering to the defined process for financial controls and accuracy of donation entry.
3. Process receipts in a timely manner, both electronic and mail receipts, following established receipting guidelines and IRS regulations.
4. Partner with finance team to provide accurate and timely deposit information and resolve any discrepancies. Provide backup documentation for multiple giving platforms, including fee structure reconciliation.
5. Troubleshoot online giving issues for donors, resolving the issue and following up by phone or email with the donor.
6. Ensure that Individual Retirement Account, stock, estate, donor-advised fund, and multi-agency donations are processed appropriately and acknowledged based on established guidelines and regulations.
7. Participate in annual audit work, providing all required information to finance team in a timely manner.
8. Prepare cash for deposit.
9. Provide remote deposit of non-revenue checks for finance team.
10. Identify special circumstances that require additional research or input; perform the necessary research, and or obtain appropriate guidance.
11. Maintain CRM data integrity through impeccable entry of new contact information, monitoring and scrubbing duplicate data from integrated systems, and updating demographic and mailing information.
12. Collaborate with WR fundraising and finance teams by providing accurate revenue reports, answering questions regarding gifts, and providing excellent internal customer service.
13. Other duties as assigned.
SKILLS, KNOWLEDGE & EXPERTISE:Qualifications:
1. Demonstrated accurate and fast data entry skills
2. Demonstrated ability to follow established procedures and willing to recommend areas for improvement
3. Ability to maintain positive relationships and communicate effectively with colleagues and constituents
4. Display the
Apply Now