What are the responsibilities and job description for the Gift Processing Specialist position at The University of Texas at Arlington?
Job Summary
The Gift Processing Specialist ( GPS ) will process gifts and pledges to the University, prepare daily tax receipts, prepare monthly pledge reminders, file/scan gift documentation, and enter/update data into the alumni and donor database (Raiser’s Edge NXT ).
Minimum Qualifications
The Gift Processing Specialist ( GPS ) will process gifts and pledges to the University, prepare daily tax receipts, prepare monthly pledge reminders, file/scan gift documentation, and enter/update data into the alumni and donor database (Raiser’s Edge NXT ).
Minimum Qualifications
- High school diploma or equivalent and two (2) years of upper-level secretarial experience with increasingly responsible administrative, secretarial, or clerical work.
- Knowledge of a personal computer and standard office machines.
- Proficiency in word processing and spreadsheet programs or software, spelling, business math, and grammar.
- Must be detailed-oriented, highly organized, and accurate in maintaining records.
- Experience or education in nonprofit/higher education fields.
- Experience working in a professional/educational office setting.
- Experience and knowledge of department and University procedures.
- Experience using Raiser’s Edge or similar fundraising CRM software.
- Intermediate or Advanced knowledge of Microsoft 365 applications, particularly in Word and Excel.
- Some supervisory or leadership experience.
- Receive and process gifts and pledges to the University, ensuring all are entered accurately and in accordance with donor intent.
- Apply organizational policies and procedures along with IRS guidelines and CASE Global Reporting Standards to all gift acceptance issues.
- Stay abreast of any updates to CASE Global Reporting Standards or changes to IRS guidelines related to charitable giving.
- Monitor and maintain the integrity of the data in the alumni and donor database (Raiser’s Edge NXT ).
- Research missing alumni and/or donor information and update Raiser’s Edge NXT .
- Perform other record updates as needed.
- Prepare and edit daily tax receipts.
- Produce and distribute the Daily Gift Report to all Development and Alumni Relations ( DAR ).
- Prepare and process monthly pledge reminders.
- Follow-up with DAR staff and other UTA departments on gift information as needed.
- Complete transfers for gift adjustments.
- Monitor and reconcile the Gift Holding cost center.
- Student workers: Hire, train, and manage student workers to assist Gift Processing team.
- Performs all other duties as assigned.