Information coordinator - information campaign systems
Ref. No.
WF250089
- Manage the process, workflow and handling for the recording and reconciliation of gifts, pledge payments, bequest intentions, life insurance gifts, charitable gift annuities, DAF expectancies and charitable trusts. Organize, index and archive digital and physical gift documentation.
- Gift
entry into AIS database (Raiser's Edge NXT) to industry reporting standards and ensure they are appropriately reconciled with the business
office.
- Outright gifts checks, stock gifts, credit card gifts and pledge payments.
- Pledges - single, multi-year, payroll deduction.
- Planned gifts - bequest intentions, life insurance, annuities and trusts.
- Matching gifts - Troubleshoot unlinked matching gifts.
- Adjustments - to previously entered gifts based on documentation received from the Foundation Business Office.
- Enter and oversee data/information updates into constituent records
- As needed demographic updates in response to requests from Advancement and other University staff.
- Regular updates to code student scholarship recipients.
- Develop an on-going program to verify and update biographical and employment data.
- Safeguard database integrity by setting and enforcing standards and controls to ensure uniformity of record keeping and execute and supervise the entry of confidential constituent data.
- Maintain database performance and usefulness by identifying and troubleshooting problems in data collection, coding, and uniformity.
- Test new processes and database upgrades within the Development ("test") environment before changes are implemented into Production environment.
- Secure the database by developing and enforcing policies, procedures, documentation and controls for all staff utilizing the database.
- Research data-related policies and best practices used by other
institutions. Share discoveries with supervisor for implementation.
- Data-related nondisclosure agreements.
- FERPA policies.
- Perform step-down research via fee-based research tools (i.e. LexisNexis, LinkedIn) or University-wide databases
including PeopleSoft on constituent biographical data.
- Flag potential major gift donors to the attention of the division's research team.
- Ensure new information is added to the database.
- Monitor public-facing email address where data updates are sent. Update the database as necessary and follow up to these requests if gathering more information if necessary.
- Maintain monthly GOLD 1844 Society member coding.
- Serve as subject matter expert for new CRM (Raiser's Edge NXT).
- Make recommendations for system optimization in the areas of constituent record management and gift processing.
- Build and maintain guides and best practice documents in the areas of gift processing and record management.
- Review imported records from the student database upon graduation. Create records for parents. Maintain mailing addresses, employment, and other biographic information.
- In coordination with Human Resources, update faculty/staff demographic data on a monthly basis ("HR Updates").
- Serve as liaison to phonathon manager for nightly credit card and pledge report reconciliation purposes. Monitor and track issues associated with our phonathon's reporting process and make recommendations to Annual Fund staff as needed.
- Directly supervise work-study students (one per semester).
- Attend national conferences and webinars to stay informed of current best practices in development and advancement services.
- Utilize resources such as CASE, the HEP matching Gifts database, the Fundsvcs listerserv and the Foundation Center while researching gift-processing issues.
- Other reasonable duties as assigned
- Reports to the Director, Advancement Information
- Supervises the following positions: student worker/s
- May supervise employees as assigned (if no direct reports at time of filling position) none
- Ability to handle highly confidential information.
- Strong analytical skills, a commitment to customer service, and a respect for the importance of how confidential information is handled.
- Attention to detail, strong written and verbal communication skills, and excellent project management and organizational abilities.
- Applicants must address in their applications their ability to work with a culturally diverse population.
- Bachelor's degree from a college or University accredited by the US Department of Education or internationally recognized accrediting organization.
- Experience with basic accounting principles and financial reporting and be able to interpret Council in Support of Education (CASE) and IRS regulations in addition to other. governing policies and procedures relating to the processing of charitable gifts.
- Applicants must demonstrate an ability to develop inclusive and equitable relationships within our diverse campus community.
- Applicants must demonstrate an ability to support diversity, equity, access, inclusion, and belonging relative to their role.
- Experience working with relational databases.
- Typical office environment
- Resume/CV
- Cover letter stating all the required minimum qualifications and any of the applicable preferred qualifications
- Contact information for three professional references
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