Gift Processor, Part Time
Newton, MA - USA
Job Summary
JOB DESCRIPTION
Job Title: Gift Processor
Department: University Advancement
Reports to: Director of Strategic Operations for University Advancement
Employment Status: Part-Time/12 Months
Lasell University seeks an experienced and collaborative part-time Gift Processor to join the University Advancement (UA) team during an exciting period of growth. Under the leadership of our 10th president Eric M. Turner Lasell is undertaking its largest campaign in the universitys history. The Gift Processor is an essential member of the UA and is an exceptional solutions-oriented professional responsible for processing gifts and tax receipts in a timely and accurate addition the Gift Processor contributes to the quality of data in Lasells CRM database (NXT Raisers Edge) by updating donor records and information as needed and other related duties as assigned. This position is part-time and reports to the Director of Strategic Operations for University Advancement.
The ideal candidate will have demonstrated success maintaining processes related to all high-level complex giving streams including giving from third-party vendors matching gifts wires and stocks. This role requires excellent customer service skills and an ability to maintain appropriate confidentiality of sensitive donor information. This position requires exceptional attention to detail independent judgment and discretion strong communication skills and ability to take initiative and follow up when information is needed. This person is expected to have or quickly develop a thorough understanding of Internal Revenue Service (IRS) gift regulations accepted gift standards and procedures and fundraising database processes.
Employees who represent diverse backgrounds and perspectives help our community thrive learn and grow and they are key contributors to our strategic vision. The role is an on-campus position.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
The statements below are intended to describe the principal duties of the person or persons assigned to this job. They are not intended to be an exhaustive list of all job duties and responsibilities. Lasell University has the right to add or change the job responsibilities at any time.
- Process gifts timely and accurately.
- Ensure proper documentation of donor intent for all giving for stewardship and audit purposes.
- Coordinate the transfer of checks and cash from University Advancement to the Business Office for deposit.
- Coordinate with Lasells Mailroom to obtain mail in a timely manner.
- Generate edit proofread and mail tax receipts to donors.
- Generate and mail pledge reminders upon request.
- Produce daily and weekly gift reports for front line fund raisers and stewardship purposes.
- Prepare reconciliation reports for Lasells Business office.
- Liaise with Lasells Business Office to exchange information about wire transfers and stock giving.
- Edit and update information in Lasells CRM (Rasors Edge) to ensure data integrity.
- Other duties as assigned.
Qualifications
MINIMUM KNOWLEDGE AND SKILLS REQUIRED BY THE JOB:
Minimum Education level:
High school.
Computer skills:
Proficiency and experience with gift processing CRMs particularly Raisers Edge. Proficiency in Microsoft Office Suite including Outlook Word and Excel also desired.
Other Requirements of the Job:
- Ability to work during the first two weeks of July and the last week of December and first week of January (not including Christmas and New Years days which are holidays) as these are peak times for gift processing at Lasell.
- Must work autonomously as well as interact effectively as a team member.
- Ability to adapt ones communication styles approaches and skills in a manner that reflects an appreciation for and commitment to our increasingly diverse workplace and alumni community.
- Must maintain the highest ethical standards for confidentiality.
CERTIFICATION REGISTRATION OR LICENSURE REQUIRED BY THE JOB: None
PHYSICAL AND VISUAL REQUIREMENTS:
Physical Effort: Average physical effort with some handling of light weights such as supplies or materials on an infrequent basis (10-15 lbs.)
Visual: Average visual effort with infrequent exposure to visually demanding work
WORKING CONDITIONS:
Work performed in an environment with correctable conditions such as lighting and room temperature
Normally no exposure to job hazards; probability of injury is remote
Lasell University is committed to equal opportunity in every aspect of hiring and employment. Lasell proactively reviews its policies and practices to assure that decisions with respect to every dimension of employment are made without regard to age color of skin disability gender expression and identity genetic predisposition marital status national origin race ethnicity religion sex sexual orientation veterans status status as a victim of domestic violence and all other protected groups and classes under Federal and State Laws and executive orders.