Gift Processing Coordinator

Charleston Animal Society is looking for a full-time Gift Processing Coordinator. This is an exciting time to join an award-winning team with a lifesaving mission. This role will be responsible for performing a variety of complex duties associated with confidential gift processing functions. The coordinator will receive gifts in the form of checks, credit/charge cards, or other valuables, and develops and maintains procedures manual for gift and pledge entry and maintenance. This is a HIGH data entry position working in RE NXT (CRM). Must be comfortable with hours of data entry and transactional work. This is a co-office (in person) environment. Successful candidates will be quick learners with the ability to work independently and have a high level of attention to detail and accuracy in entry.

Key Responsibilities:

·        Provides customer service to donor constituencies, regarding donor designation, allocation, receipts, and recognition.

·        Processes large volume of transactions in the form of cash, checks, credit/charge cards, grants, in-kind donations or other valuables.

·        Ensures timely data entry and reconciliation of gifts and transactions.

·        Ensures accurate allocation of gift funds per donor’s designation and/or campaign response.              

·        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/designation.

·        Administers gift acknowledgement process for donors. Coordinates with development and finance on gifts from key donors, pledges or fund, a foundation or a matching gift company.

·        Create new and maintain existing biographical records and information including addresses, business and employer information, name changes and other facts pertinent to our constituents.

·        Follow processes and procedures for compliance with National Automated Clearing House Association (NACHA), Payment Card Industry (PCI), Identity Theft procedures and Charleston Animal Society policies.

·        Ensure compliance with legal and professional standards, including IRS substantiation and disclosure regulations, CASE management and reporting stands, 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 senior level staff with regulations on a wide variety of compliance practices as appropriate. Participates in the review of revisions to existing policies and procedures. Suggests refinements to policy and procedures to ensure compliance and efficiency.

·        Complete special projects as assigned by the Director of Donor Relations

·        Perform other related duties as assigned.

Qualifications:

·        Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.

·        Skill in the use of personal computers and related software applications.

·        Records maintenance skills.

·        Ability to interpret, analyze, and advise on the application of compliance laws and regulations.

·        Ability to write reports containing technical information.

·        Knowledge of IRS charitable donation and acceptance regulations.

·        Knowledge of accounting principles.

·        Familiarity of fund-raising principles and campaign standards.

·        Understanding of principles of relational database and devising procedures for maintaining records.

·        Ability to work effectively under stress and adhere to tight deadlines.

·        Maintain confidentiality in the handling and dissemination of highly confidential information.

·        1-2 years of experience in accounting, data entry, or advancement services

·        Experience with a relational database (CRM) required, RE NXT preferred.