Sr. Gift Management Associate
University of Miami

Job Info

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The Gift Management Associate is responsible for processing and posting financial transactions related to fundraising efforts accurately and promptly. Key duties include managing and reconciling gifts and revenue transactions, acknowledging donor contributions, and maintaining an up-to-date donor database with accurate biographical information. This position serves as a primary contact for all departments and areas within the division and the University regarding financial transactions related to fundraising. The associate will also collaborate with Gift Management and Development office staff to improve efficiency in gift processing operations and assist with various data-related projects.

Role and Responsibilities

• Accurately and promptly collect, input, and process gifts into the Blackbaud CRM donor database, in compliance with University of Miami gift acceptance policies, university procedures, IRS regulations, Controller's restrictions, and C.A.S.E. standards.
  
• Perform high-level gift entry for all types of gifts, including but not limited to cash, checks, credit card donations, pledges, stock gifts, DAF gifts, gifts-in-kind, estate distributions, planned gifts, and payroll deductions.
  
• Contacts appropriate gift officer working with department/schools for rejected credit card transactions to verify outreach to donor in a timely manner.
  
• Leads gift-intake procedures on the medical campus to ensure compliance with DAR gift management policies with oversight from the Associate Director of Gift Management.
  
• Examines and verifies the accuracy of the donor's designation of the pledge using backup documentation to determine appropriate fund.
  
• Provide exemplary customer service while fielding gift-related questions and issues.
  
• Act as a resource for Medical Development staff on issues related to gifts, receipts, and correspondence by maintaining a high level of expertise on gift policies and procedures.
  
• Remain flexible and responsive to changing transaction volumes, office needs, and shifting priorities to ensure gifts are processed in a timely manner.
  
• Participate in maintaining data integrity and automation within the constituent database by making necessary data edits, resolving duplicate records, and proactively identifying areas for technology enhancements.
  
• Reviews and updates monthly quality control reports to maintain database accuracy and data integrity.
  
• Collaborate with Financial Analyst III to verify relevant gift documentation and ensure gifts are posted to the correct funds in alignment with donor intent.
  
• Monitor and review the Medical daily gift log for accuracy, ensuring all entries match gift documentation and financial records.
  
• Ensure adherence to all relevant policies and donor agreements in managing gift funds, with accurate record-keeping for auditing purposes
  
• Adheres to University and unit-level policies and procedures and safeguards University assets.
  
• Takes initiative in identifying opportunities for improvement and shows accountability for individual performance.
  
• Monitors compliance with gift management policies and procedures.
  
• This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.
  

CORE QUALIFICATIONS

Education

Bachelor's degree and proficiency in Blackbaud CRM or Raiser's Edge NXT preferred with 3-5 years of demonstrated success in gift processing and data entry in a high-volume fundraising operation.

Experience:

Minimum 3 years of relevant experience

Knowledge, Skills and Attitudes:

• Experience with Blackbaud CRM, Raiser's Edge, or similar fundraising databases preferred.
  
• Familiarity with various types of charitable donations and giving guidelines.
  
• Ability to work independently, meet deadlines, and solve problems with minimal supervision.
  
• Strong command of Microsoft Office 365 applications with proficiency in Microsoft Excel.
  
• High level of accuracy and attention to detail, with proactive execution of assigned duties.
  
• Excellent administrative, organizational, and project management skills.
  
• Strong commitment to quality work and customer service.
  
• Ability to work collaboratively with others.
  
• Exceptional editing and proofreading skills.
  
• Excellent verbal and written communication skills.
  
• Commitment to the University's core values.
  

The University of Miami offers competitive salaries and a comprehensive benefits package including medical, dental, tuition remission and more.

UHealth-University of Miami Health System, South Florida's only university-based health system, provides leading-edge patient care powered by the ground breaking research and medical education at the Miller School of Medicine. As an academic medical center, we are proud to serve South Florida, Latin America and the Caribbean. Our physicians represent more than 100 specialties and sub-specialties, and have more than one million patient encounters each year. Our tradition of excellence has earned worldwide recognition for outstanding teaching, research and patient care. We're the challenge you've been looking for.

The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.

Job Status:
Full time

Employee Type:
Staff

Pay Grade:
H6

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