Senior Gift Processing and Records Coordinator - Boston MA

Raffaella Torchia
Raffaella Torchia
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The MSPCA-Angell is looking for a Senior Gift Processing and Records Coordinator to join our development department! If you're interested, please check out

https://recruiting.ultipro.com/MAS1007MASSA/JobBoard/cc4a8164-c68f-444f-a6db-47c8b4bc3a16/OpportunityDetail?opportunityId=ee1691ba-f21e-4a02-aad5-d072e80c7bb8

Job Summary:

Under minimal supervision, the Gift Processing and Records Coordinator is responsible for performing a variety of complex duties associated with confidential gift processing functions. Receives gifts in the form of checks, credit/charge cards, stock transfers, IRA QCD disbursements or other valuables, and develops and maintains procedures manual for gift and pledge entry and maintenance. Ensures compliance with accounting principles, MSPCA-Angell policy, state and federal laws.

Responsibilities:

  • Provides customer service to donors regarding designations, allocation, receipts and recognition.
  • Processes large volume of gifts in the form of cash, checks credit/charge cards, stock transfers, IRA transfers, bequests, royalty payments and other valuables.
  • Identifies processing problems or deficiencies, takes corrective action and makes recommendations for changes. Researches and resolves problems related to transactions and other activities.
  • Analyzes gifts and documentation to determine legal donor, gift category, IRS charitable types and funds for application and charitable gift eligibility. Works with development officers to coordinate appropriate pledge applications/designations.
  • Verify and ensure acquisition of matching gifts. Verify matching gift eligibility; process online matching gift verifications from matching gift companies; update and maintain matching gift information in RE; follow-up on matching gifts not received from matching gift companies to maximize donations. Make appropriate updates to records re: matching gift status.
  • Administers gift acknowledgement process for donors. Coordinates with development officers and organization leadership on gift from key donors, pledges, or funds, foundations or corporations.
  • Prints and mail donor tributes on a daily basis. Reports on donor tributes when requested.
  • Create new and maintain existing biographical records and information including addresses, business information, matching gifts company information, names changes and other facts pertinent to our constituents.
  • Follows processes and procedures for compliance with Payment Card Industry (PCI), and MSPCA-Angell donor privacy policies.
  • Ensures compliance with legal and professional standards, including IRS substantiation and disclosure regulations, FASB accounting standards, matching gift program policies and giving societies and other professional and institutional standards and practices.
  • Assist with data integrity and enhancement processes. Assists in conducting internal audits of data entry, gift processing and gift classifications.
  • Assists Director of Development with regulations on a wide variety of compliance practices as appropriate. Participates in a review of revisions to existing policies and procedures. Suggests refinements to policy and procedures in ensure compliance and efficiency.
  • Complete special projects as assigned by the Director of Development.
  • Perform other related duties as assigned.

Job Requirements:

Education:

  • Bachelor’s Degree required.
  • Minimum of four years prior experience working in a fundraising office preferred.
  • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
  • Familiarity with fundraising software, preferably Raiser’s Edge and Luminate preferred.
  • Knowledge of IRS charitable donation and acceptance regulations.
  • Knowledge of general accounting principles.
  • Proficiency in working with Microsoft Office suite required.
  • Organized, detail-oriented, with proven time-management skills.
  • Ability to work independently while also functioning well in a team structure.
  • Ability to analyze and interpret data to non-technical colleagues.
  • Strong work ethic and a good sense of humor
  • Demonstrate the organizational values of Compassion, Integrity, Collaboration, Excellence, Service and Positivity in carrying out day to day tasks, and in interactions with others.

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