Responsibility: Individual contributor - does not have any management or lead responsibilities
Purpose:
Responsible for supporting the Development and Accounting Departments by accurately reviewing and compiling donation information from source reports, inputting donations into the donor database, and creating reports.
Essential Functions:
Donation Processing:
Import or enter and update gift, pledge, payment, and donor records in donor database according to data entry procedures to efficiently provide accurate contribution revenue reporting.
Review donation images provided by lockbox service; prepare source data for import into donor database by compiling, sorting, and manipulating information in Microsoft Excel per data entry procedures.
Charge credit card donations received through lockbox service or donor phone calls and process credit card donations received through online forms.
Download and enter gifts received via various donation platforms including, but not limited to, Facebook, Benevity, Your Cause, United Way, and PayPal.
Verify entered donor and account data by reviewing, correcting, deleting, or reentering data.
Prepare checks received for bank deposit or lockbox processing.
Generate general ledger reports for all daily deposits.
Manage matching gift applications and tracking including gift confirmations.
Data Integrity:
Oversee the processes, input, accuracy, and management of all database information, including, but not limited to, creating, and updating constituent records, donor and grant gift entry, acknowledgements, fundraising and accounting codes, importing data, pulling mailing lists, general data entry, and overall database management.
Update donor records as prompted by gift information during gift entry, staff communication, returned mail, etc. Enter notes and provide documentation of changes.
Identify out-of-date and inaccurate information for individual donors. Research donor updates (i.e., relationships, addresses), update donor records as necessary and record documentation of changes.
Audit the in-kind inventory spreadsheets to ensure data accuracy.
Reporting:
Generate monthly reports on donation trends, fundraising goals, and donor demographics.
Donor Relations:
Provide exceptional donor-relations service with professional verbal and written communications and timely follow up.
Generate consolidated annual tax receipts for donors by January 31st each year.
Assist in the donor calls, notes and letters to donors.
Collaboration:
Collaborate with the development and marketing team, providing support in donation-related aspects.
Assists with administrative duties as needed to support the accounting department.
Collaborate with accounting team members to reconcile donation records and financial transactions.
General Responsibilities:
Maintain operations by following policies and procedures.
Safeguard the confidentiality of the Ministry by exercising discretion in communicating non-public information and handling of all requests.
Stay at the forefront of best practices and procedures for database management and development services.
*Essential Functions may be revised upon management discretion
Qualifications
Education and Experience
High School diploma or equivalent certification required.
Associate degree in accounting or business preferred.
Minimum 2 years' experience working in an accounting environment or equivalent combination of education and experience.
Experience working in cloud-based databases preferred.
Advanced Microsoft Excel Skills required.
Knowledge, Skills, and Abilities
Knowledge of non-profit accounting best practices including IRS regulations governing contributions to 501(c)(3) organizations, regulatory compliance, and database administration.
Detail-oriented, highly organized, and excellent time management skills.
Superior communication skills (written and oral) to communicate directly with donors and external/internal stakeholders.
Ability to work under pressure and maintain quality of detailed work while meeting deadlines.
Ability to solve problems with minimal direction by selecting and applying commonly used procedures, precedents, and rules.
Ability to prioritize work and the flexibility to change directions as the job dictates.
Proficiency in Microsoft Windows, MS Office and MS Outlook.