Gift Processing and Records Coordinator

Belmont University

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Job Summary

The Gift Processing & Records Coordinator will assist with gift administration activities, including gift and pledge processing; generating tax receipts, acknowledgments, and pledge reminders; resolving gift-related issues; and interfacing with finance and accounting staff as necessary. This team member serves as Development and Alumni Relations’ (DAR) records coordinator, conducting data audits; and maintaining gift data, general constituent information (demographics, contact information, salutations, etc.), designation/fund records, and select paper files. Assists in coordinating electronic records for Development and Alumni Relations (DAR). He/she provides general office management support for Advancement Services.

Job Responsibilities

• Process and oversee gifts and pledges (cash, checks, securities, gifts-in-kind, credit cards, bank drafts, matching gifts, payroll deductions) from alumni, friends, corporations, foundations, and other constituents of the university based on current policies and procedures.
• Ensure all gifts are promptly and accurately entered, receipted, and acknowledged.
• Accurately determine appropriate gift designation, solicitation code and other gift attributes for correct gift/pledge reporting.
• Reconcile gift and pledge batches.
• Completes and/or coordinates the production and proofing of gift receipts, acknowledgements, pledge reminders, and honoree/memorial notifications.
• Works with donors and staff to resolve gift-related issues, and reconcile Advancement and Accounting records.
• Create, audit, and update constituent and gift records. Assist with managing electronic and paper records for Development.
• Assist in providing database and other technologies user training for student workers and select staff members.
• Assist in scheduling and coordination of Advancement Services’ student workers.
• Assist in the execution of recurring and ad hoc projects.
• Maintain solid understanding of IRS charitable contribution rules and regulations as they relate to gift processing and receipting.
• The above statements describe the job’s essential responsibilities and requirements. They are not an exhaustive list of the duties that may be assigned to job incumbents.

Qualifications

• Demonstrated competence in a variety of computer applications, including Microsoft Word, Excel, PowerPoint and Outlook, and other CRM systems.
• Proven high degree of accuracy and attention to detail.
• Ability to adjust to changing priorities and meet deadlines.
• Experience working with Ellucian Banner would be a plus.
• Ability to handle sensitive and confidential information appropriately and with discretion.
• Ability to thrive in an environment of hard work.
• Self-motivated individual who can work independently and as part of a team in highly collaborative environment.
• Data entry and user-level database experience required; familiarity with CRM systems or databases used in higher education and/or fundraising preferred.
• Two to four years of office experience required; experience in a fundraising environment preferred.
• Associate’s degree or equivalent; bachelor’s degree preferred.

Additional Information

Benefits

How to Apply

Please apply through Belmont University’s Career Site. A link to this opportunity can be found here:

https://belmont.csod.com/ats/careersite/JobDetails.aspx?site=10&id=2114

Belmont University seeks to attract and retain highly qualified faculty and staff that share the University’s values and will contribute to its mission and vision to be a leader among teaching universities bringing together the best of liberal arts and professional education in a Christ-centered community of learning and service.

 

 

Details

• Date Posted: September 10, 2021
• Type: Full-Time
• Job Function: Administrative
• Service Area: Education
• Start Date: 09/15/2021
• Working Hours: 37.5 hrs/wk; M-F, 8:00am - 4:30 pm