Data Integrity Gift Analyst

To be considered for this postion applicants must apply through our Careers site: https://www.careers.luc.edu/postings/34146

Job Summary:

Assists in maintaining the integrity and acquisition of constituent (alumni, donor, prospect, friend, organization, employee) data in Loyola’s donor database. This includes acquiring, updating, and maintaining constituent’s biographical, contact, and engagement information, ensuring proper use of data, maintaining continuous data integrity improvements, and producing donation receipts.

Minimum Education and/or Work Experience:

Bachelor’s Degree with 3-5 years of related experience in database/records management, gift processing, accounting, finance, and/or advancement. Familiarity with non-profit advancement/fundraising or higher education preferred.

Duties and Responsibilities:

• Review, stage, and enter all donations to the University, including HSC (Health Sciences Campus). This includes processing checks (scanning checks to the University’s bank), managing the payment lockbox, reviewing and scanning all documentation, processing payroll deductions, electronic fund transfers, wire transfers, gifts-in-kind, including gifts of securities, gift transactions from collection applications like iModules, Kindsight Portal/Connect, Graduway, and CVENT, gift revenue from events, and posting donations to the donor’s record ensuring that proper credit is given to the donor(s) and entered in Loyola’s CRM. May serve as a liaison between University Advancement, University Finance, and the University’s broker.
• Ensure that daily reconciliation reports are completed for University Finance and prepare information for entry into Loyola’s CRM. Work with University Accounting to facilitate intercompany transfer of funds as necessary.
• Evaluate all outright gifts, matching gifts, pledges, and pledge payments to determine appropriate donor credits, funds, appeals, and required documentation for completion and accuracy.
• Based on the agreed-upon schedule, run Gift Audit Reports to ensure that all gift entry standards have been maintained and reconciled. May perform regular audits of open pledges.
• Maintain donor pledge files, reviewing documentation to ensure that the correct donor, fund designation, pledge payment schedule, and other critical information has been accurately recorded and stored in an electronic location. Partner with Donor Relations to review pledge reminders.
• Assist in researching gift and pledge relation information.
• Monitor Pledge and Gift Processing Controls to ensure accuracy of input, review, and reconciliation of all donations following University policy and procedures.
• Provide customer service through shared Data Integrity email accounts and the Smartsheet task request system, including fulfilling the ad hoc gift and data requests. Reach out and return calls to donors as needed.
• Process Matching Gift Forms from donors as required.
• Prepare and deliver cash deposits to the Bursar’s Office.
• Charge manual credit card transactions.
• Aid with producing accurate donor receipt correspondence according to policies and procedures as a collaborative member of the Data Integrity team.
• Utilize Loyola’s CRM for data pertinent to fundraising on donors, prospects, volunteers, and staff, including demographic, biographical, financial, and philanthropic information.
• As needed, establish and maintain designation records and new appeal codes.
• Develop and maintain gift processing policies and procedures.
• Review/research all records that cannot be automatically created/updated by data upload sources; create/update records as appropriate.
• Assist with overseeing the maintenance of all constituent and organizational records in Loyola’s CRM, including (but not limited to):
  • Creating new records.
  • Updating and maintaining biographical, demographic, and contact information.
  • Updating and maintaining employment and employment-related information (e.g., matching gift relationships, business addresses, positions, and titles).
  • Updating and maintaining personal relationship information (e.g., marital status and parent-child relationships).
  • Researching unverified obituary notifications and updating constituent records with verified information.
  • Proactively acquiring, updating, and maintaining constituents’ engagement information (e.g., event attendance, participation in volunteer activities, membership on a Loyola advisory board, etc.).
  • Assisting with high-volume periods and bulk updates.

   

• Run and review data audit reports, correcting/updating constituent data as necessary. Use publicly available and proprietary data tools to obtain the data needed to make the appropriate adjustments. These tools include AlumniFinder, Loyola’s PeopleSoft student system, online publications, social media, and the internet.
• Perform database analysis, financial corrections, and adjustments.
• Review mail returned by the USPS – inactivating incorrect addresses and performing research to identify new/correct address information.
• Maintain existing and contribute to new procedural documentation.

• Create and maintain documentation about data updates (e.g., coding two people as married) and data audits (e.g., merging duplicate records).
• Assist the Associate Director, Gift Processing with project management, tracking progress, and estimating timelines and completion dates. Assist with making recommendations about Data Integrity’s portfolio of data projects.
• Perform other duties as assigned.

About Loyola University Chicago:

Founded in 1870, Loyola University Chicago is one of the nation’s largest Jesuit, Catholic universities, recognized for its academic excellence, commitment to community engagement, and leadership in sustainability. A Carnegie R1 research institution, Loyola leverages its status as one of an elite group of universities with the highest level of research activity to advance knowledge that serves communities and creates global impact. With 15 schools, colleges, and institutes—including Business, Law, Medicine, Nursing, and Health Sciences—Loyola operates three primary campuses in the greater Chicago area and one in Rome, Italy, that provide students a transformative, globally connected learning experience. Consistently ranked among the nation’s top universities by U.S. News & World Report, Loyola is a STARS Gold-rated institution that is ranked as one of the country’s most sustainable campuses by The Princeton Review and has earned distinctions from AmeriCorps and the Carnegie Foundation for its longstanding record of service and community engagement. Guided by its Jesuit mission and commitment to caring for the whole person, Loyola educates ethical leaders who think critically, act with purpose, and strive to create a more just and sustainable world.

Loyola University Chicago strives to be an employer of choice by offering its staff and faculty a wide array of affordable, comprehensive, and competitive benefits. To view our benefits in detail, click here.

Loyola adheres to all applicable federal, state, and/or local civil rights laws and regulations prohibiting discrimination in private institutions of higher education. Please see the University’s Nondiscrimination Policy.