Manager, Gift Administration

SUMMARY

The Manager, Gift Administration, is responsible for overseeing the Gift Processing team ensuring that all associated business processes are being handled in a timely, efficient, and equitable manner. This includes but is not limited to enforcing team processing and communication expectations, assessing staff performance, processing gifts and researching gift designations, creating and maintaining reports and collaborating with internal and external partners to preserve the quality and effectiveness of our gift data and processes.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.

• Manage financial reconciliation processes such as the month-end close with Fund Accounting, the reconciliation of merchant services accounts associated with online transactions, $100k+ Pledges and GIK, Wire/ACH and the Personal Philanthropy Account monthly reporting processes.
• Oversee, understand and serve as back up for all gift administration processes including pledges, direct mail, online transactions, recurring gifts, credit cards and event transactions.
• Manage processes related to the Employee and Physician Giving Campaign including importing new employees, pledges and bi-weekly payroll deductions into Raiser’s Edge; and managing annual employee holding accounts (i.e. Personal Philanthropy Accounts) including designation, reconciliation and year end close out processes.
• Conduct internal research to match donor and designation to incoming stock and wire transactions.
• Conduct regular audits of all gift administration processes to monitor the integrity of gift records as well as continued quality and compliance.
• Oversee proper accounting of all gift modifications as required by IRS regulations and system guidelines including adjustments to transactions in fundraising database and in conjunction with Finance.
• Create and/or maintain complex word documents related to receipting, acknowledging, or otherwise communicating gift information to internal or external stakeholders.
• Establish and maintain effective working relationships and function as a resource for donors, development office staff, and other HFH staff to effectively manage and track donor information for the Development Office.
• Supervise and mentor the department’s Gift Processing staff members including monitoring workflow, assessing staff performance and conducting quarterly check-ins to track progress towards annual goals.
• Create and/or maintain queries to help sort, analyze and report on gift information as needed.
• Resolving any unique problems encountered during gift acceptance, receipting, invoicing, and monthly balancing processes. This includes proactive research/ troubleshooting to determine how to resolve uncommon situations and determine issues underlying any reports that do not balance. This requires extensive knowledge of excel, Raiser’s Edge query, Raiser’s Edge export, and other integrated CRM solutions.   
• Other duties may be assigned.