Gift Processing Specialist
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Job Location:
Arlington, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Summary
The Gift Processing Specialist ( GPS ) will process gifts and pledges to the University prepare daily tax receipts prepare monthly pledge reminders file/scan gift documentation and enter/update data into the alumni and donor database (Raisers Edge NXT ).
Essential Duties And Responsibilities
Receive and process gifts and pledges to the University ensuring all are entered accurately and in accordance with donor intent. Apply organizational policies and procedures along with IRS guidelines and CASE Global Reporting Standards to all gift acceptance issues. Stay abreast of any updates to CASE Global Reporting Standards or changes to IRS guidelines related to charitable giving. Monitor and maintain the integrity of the data in the alumni and donor database (Raisers Edge NXT ). Research missing alumni and/or donor information and update Raisers Edge NXT . Perform other record updates as needed. Prepare and edit daily tax receipts. Produce and distribute the Daily Gift Report to all Development and Alumni Relations ( DAR ). Prepare and process monthly pledge reminders. Follow-up with DAR staff and other UTA departments on gift information as needed. Complete transfers for gift adjustments. Monitor and reconcile the Gift Holding cost center. Student workers: Hire train and manage student workers to assist Gift Processing team. Performs all other duties as assigned.
Minimum Qualifications
High school diploma or equivalent and two (2) years of upper-level secretarial experience with increasingly responsible administrative secretarial or clerical work. Knowledge of a personal computer and standard office machines. Proficiency in word processing and spreadsheet programs or software spelling business math and grammar. Must be detailed-oriented highly organized and accurate in maintaining records.
Preferred Qualifications
Experience or education in nonprofit/higher education fields. Experience working in a professional/educational office setting. Experience and knowledge of department and University procedures. Experience using Raisers Edge or similar fundraising CRM software. Intermediate or Advanced knowledge of Microsoft 365 applications particularly in Word and Excel. Some supervisory or leadership experience.
Work Schedule
Monday-Friday; 8:00am-5:00pm
The Gift Processing Specialist ( GPS ) will process gifts and pledges to the University prepare daily tax receipts prepare monthly pledge reminders file/scan gift documentation and enter/update data into the alumni and donor database (Raisers Edge NXT ).
Essential Duties And Responsibilities
Receive and process gifts and pledges to the University ensuring all are entered accurately and in accordance with donor intent. Apply organizational policies and procedures along with IRS guidelines and CASE Global Reporting Standards to all gift acceptance issues. Stay abreast of any updates to CASE Global Reporting Standards or changes to IRS guidelines related to charitable giving. Monitor and maintain the integrity of the data in the alumni and donor database (Raisers Edge NXT ). Research missing alumni and/or donor information and update Raisers Edge NXT . Perform other record updates as needed. Prepare and edit daily tax receipts. Produce and distribute the Daily Gift Report to all Development and Alumni Relations ( DAR ). Prepare and process monthly pledge reminders. Follow-up with DAR staff and other UTA departments on gift information as needed. Complete transfers for gift adjustments. Monitor and reconcile the Gift Holding cost center. Student workers: Hire train and manage student workers to assist Gift Processing team. Performs all other duties as assigned.
Minimum Qualifications
High school diploma or equivalent and two (2) years of upper-level secretarial experience with increasingly responsible administrative secretarial or clerical work. Knowledge of a personal computer and standard office machines. Proficiency in word processing and spreadsheet programs or software spelling business math and grammar. Must be detailed-oriented highly organized and accurate in maintaining records.
Preferred Qualifications
Experience or education in nonprofit/higher education fields. Experience working in a professional/educational office setting. Experience and knowledge of department and University procedures. Experience using Raisers Edge or similar fundraising CRM software. Intermediate or Advanced knowledge of Microsoft 365 applications particularly in Word and Excel. Some supervisory or leadership experience.
Work Schedule
Monday-Friday; 8:00am-5:00pm
Required Experience:
IC
About Company
An educational leader in the thriving North Texas region, UTA nurtures minds within an environment that values excellence, ingenuity, and diversity.
