Senior Gift Processor

Job Description - Senior Gift Processor (3310980)

Job Description

Senior Gift Processor-(3310980)

Description

Reporting to the Director, Development Services, the Senior Gift Processor is a key member of the Newton-Wellesley (NWH) and Salem Hospital (SH) Development Offices, responsible for processing gifts, gift acknowledgements, receipts, and reminders, and maintaining giving and biographical information in the donor databases with the highest level of accuracy.

Essential Functions :

• Responsible for accurate and timely collection, input and processing of gifts into the Blackbaud CRM donor database, adhering to the Mass General Brigham Gift Acceptance policies, NWH / SH gift procedures, and IRS guidelines.
• Conduct data entry of all gift types including, but not limited to : cash, checks, credit card gifts, pledges, gifts of stock, gifts-in-kind, estate distributions, planned gifts, payroll deduction.
• Manage and oversee proper accounting of all gift modifications as required, including adjustments to gift transactions in coordination with Mass General Brigham Finance.
• Regularly deposit checks and process credit card transactions.
• Communicate with donors and staff when necessary to confirm donor intent or update donor information.
• Confirm and process all matching gifts. Communicate with matching gift companies when necessary to retrieve gifts, make inquiries, complete documentation, and resolve problems.
• Generate pledge reminders on a monthly basis.
• Download and process online gifts from various sources.
• Process monthly payroll deduction gift imports.
• Accurately prepare and review all gift receipts, acknowledgment letters / tax receipts and tribute notifications within Mass General Brigham standard of 24-48 hours, identifying opportunities for personalization of acknowledgement letters.
• Work closely with Development Office colleagues to maintain the accuracy and integrity of the Blackbaud CRM database, including reviewing obituaries, updating donor contact preferences, return address corrections, merging duplicate records and periodic audits of records.
• Processes the month-end close and financial post to the general ledger and reconciliation.
• Contribute to periodic review and documentation of gift processing procedures.
• Create and distribute daily inpatient rounding report.
• Assist Director with departmental queries and exports and event registrations, as needed.
• Participate in Mass General Brigham initiatives related to principal duties and responsibilities.
• Remain flexible and strategic with the changes in transaction volume, office needs and shifting priorities.
• Occasional night and weekend work to support event and donor engagement activities.

Qualifications

Associate’s degree and 2-5 years demonstrated success in gift processing and data entry. Bachelor’s degree and familiarity with Blackbaud CRM, Raiser’s Edge or NXT preferred.

Job Responsibilities :

A. Judgment / Decision-Making Criteria / Standards :

1. Well-organized self-starter able to work as a strong team player, as well as independently.

2. Demonstrated analytical and strategic thinking capabilities.

3. Strong customer service focus and excellent interpersonal skills.

4. Ability to handle sensitive and confidential matters with appropriate discretion.

5. Commitment to adopting best practices and operational efficiency.

6. Inclination to build relationships with internal and external constituencies.

7. A desire to continuously learn with a preferred interest in garnering development experience.

8. Ability to evaluate problems accurately and display sound and confidential judgment.

9. Results-oriented with the ability to take ownership of staying on timeline and reaching goals while ensuring accuracy.

10. Commitment to diversity, equity, and inclusion in the workplace.

B. Job Knowledge / Skills Criteria / Standards :

1. Strong command of Microsoft Office applications.

2. Experience with Blackbaud CRM, Raiser’s Edge, or similar fundraising database, preferred.

3. Excellent organizational and project management skills.

4. Excellent editing and proofreading skills.

5. Excellent attention to details, professionalism and a strong work ethic.

6. Excellent verbal and written communication skills.

7. Ability to prioritize multiple projects and tasks in a fast-paced work environment.