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Gift Processing Specialist

Lawrence University | Appleton, WI | US

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REPORTS TO: Executive Director of Advancement Operations and Analytics LOCATION: 1025 Administrative Building, Appleton, WI PRIMARYOBJECTIVE: Serving as the primary point of contact for all gift and pledge processing, this position plays a key role in maintaining the integrity of donor financial records at the college. Responsibilities include receiving, recording, reconciling, and depositing funds; assisting with gift receipting and acknowledgment; managing pledges; processing matching gift applications; and creating and updating electronic records for university constituents. While the role focuses primarily on gift and pledge processing, it also includes updating demographic records and offering exceptional customer service in communications with donors, colleagues, and other stakeholders. DUTIES: Gift and Pledge Processing
  • Accurately create and adjust gift and pledge entries in the Banner database, by determining donor ID and assigning the appropriate designation and other coding for complete records, attributing gifts to open pledges as appropriate.
  • Process all types of gifts, including credit cards, checks, stocks, online donations, and others.
  • Manage corporate matching gift applications and processes.
  • Generate daily transaction reports for the universitys finance and development offices. Deposit cash and checks with the university cashier.
  • Assist in monthly closing, reconciliation processes, and resolving accounting discrepancies.
  • Prepare gift receipts, acknowledgment letters, and pledge reminders.
  • Offer exceptional customer service by addressing inquiries from donors and staff regarding gifts and pledges and contacting donors to resolve issues such as declined credit cards or missing gift information.
Data Integrity and Operational Procedures
  • Collaborate with colleagues to maintain data integrity in the donor database.
  • Use online research tools to search for and update contact information for university constituents.
  • Analyze and record updates from various sources of incoming information, including gift and pledge correspondence.
  • Create and maintain documentation for all gift, pledge, and credit card processing procedures, under the direction of Advancement Operations management.
WORKINGRELATIONSHIPS: Collaborate with all members of the Advancement Office and other campus offices, including Financial Services. This position will also interact with alumni, faculty, students, and friends of the university. KNOWLEDGEANDSKILLSREQUIRED:
  • High school diploma.
  • Experience or coursework in gift processing, bookkeeping, accounting, finance, or related area.
  • An appreciation for fundraising within the context of a private liberal arts college environment.
  • Strong clerical skills with a focus on accuracy, confidentiality, and attention to detail, ensuring donor intent is met regarding allocation, amount, and degree of anonymity, and that all gifts are documented and recorded correctly.
  • Cooperative and team-oriented with the ability to work independently, seeking clarification when needed.
  • Demonstrated sound judgment and discretion in handling confidential materials and information.
  • Ability to manage multiple priorities while remaining flexible in a dynamic environment.
  • Proficient computer skills, including word processing, spreadsheets, database management, and reporting tools. Training on specific tasks will be provided.
  • Internet navigation and research skills.
  • Strong organizational, communication, and customer service skills.
APPLICATIONMATERIALS: To apply for this position, please submit your resume and cover letter through our online portal. A review of applications will commence immediately and continue until the position is filled. EMPLOYMENTREQUIREMENTS: Must have successful completion of criminal background check, driving record check, and reference checks.

Information :

  • Company : Lawrence University
  • Position : Gift Processing Specialist
  • Location : Appleton, WI
  • Country : US

How to Submit an Application:

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Post Date : 2025-03-07 | Expired Date : 2025-04-06

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