Gift Processing Specialist

It's fun to work in a company where people truly BELIEVE in what they're doing! Our intention is to haveemployees who are passionate about making their personal mission statement come to life each day at work! Be it through providing healing, eradicating loneliness,contributing to efficiencies, streamliningprocesses, beingdependable,sparking creativity or something else,the demonstration ofHOW you do your job is just as important as WHAT you do in your job. Alongsideour valued employees, we are making a difference throughout the state of Ohio in the lives of those that need healthcareorthoseembracingthe next chapter of their lives.Sustained members of our team demonstrate accountable behavior and share our values of customer service, innovation, integrity, inclusion, financial stewardship, leadership and care. The Gift Processing Specialist is responsible for the day-to-day gift management activities through timely and accurate processing, receipting and reconciliation, ensuring adherence to established financial controls, donor intent, and IRS regulations. This role actively contributes to maintaining Customer Relationship Management (CRM) data integrity, assisting with audit preparation and preparing reports to support fundraising, operations, and finance. Essential Activities and Tasks Gift Administration - 60% Oversees daily giftadministrationfrom deposit throughacknowledgement,generallymaintaininga three (3) business day turnaround for all gifts and commitments. Ensuresdailygiftactivitybalanceswithdeposit. Assists with the reconciliation of gifts and deposits with the finance team. UploadsandstoresallgiftsinourDocuwaredocumentmanagementsystem. Updates and maintains monthly reporting of restricted gifts. Prepares standard gift reports and special requests from Executive Directors and other leaders. Ensuresaccuracyofcharitablepayrolldeductionsforstaffmembers. Operations Management - 15% Participatesindatamaintenanceprojects,identifyingissuesandupdatingdatabase records to ensure data integrity. ActsinplaceoftheDivisionDirectorofFoundationFinanceandAdministration,ifunavailable,in all day-to-day operational issues pertaining to gift and data management. Compliance Management - 15% Monitorsgiftadministrationpoliciesandproceduresforadherencetonewguidelinesgivenby IRS and/or auditors. Ensuresproperrestrictiondocumentationforallgifts. Serve as liaison for the annual audit, providing gift information and reimbursement grant information for the filing of Form 990. Adheres to federal, state, and local governmentlawsandregulationsthatgovern overall fundraising programs and gift management. Relationship Management - 10% Collaborates with the Finance Department to identify and implement solutions to support improvements in gift accounting and reconciliation. Communicateswithmatchinggiftcompaniestoensureintendedmatchofdonor’sgiftis received. Respondstointernalandexternaldonorrequestsandinquiriesrelatedtogiftsand commitments. All other duties as assigned. Qualifications Education High school diploma or equivalent required. College coursework or equivalent work experience preferred. Experience One year experience maintaining a database or relevant office experience preferred. Two years experience in a position of financial stewardshippreferred. Knowledge of financial and audit accounting procedures and IRS regulationspreferred. Knowledge of estate and probate court processespreferred. Ability to read and interpret legal documents such as trusts, wills, contracts, and federal and state regulations preferred. Capacity to comprehend complex dataset structure and coding preferred. Knowledge of philanthropic fundraising methods and ideals preferred. Proficiency with Microsoft Office (Word, Excel, PowerPoint) required. Proficiency with Blackbaud Raiser’s Edge or other fundraising system software preferred. Proficiency with Crystal Reports preferred. Other Requirements Must be able to read, write, speak, and understand the English language. Working Conditions and Special Requirements Sitting - Up to 8 hours/day Standing - Up to 4 hours/day Walking - Up to 2 hours/day Lifting, pushing, pulling, and moving equipment, supplies, etc - Up to 25 pounds Risk Category for Exposure to Bloodborne Diseases - III #J-18808-Ljbffr