Gift Processing Manager
Current• Oversee and lead a team responsible for processing 4,500 gifts and pledges a month, averaging $30,000,000 per fiscal year• Led the foundation’s database conversion by preparing and implementing gift and financial coding to ensure it would support the needs of multiple departments, such as Direct Marketing, Development, Events, and Finance• Compiled and analyzed the foundation’s clinical research grant data, to create statistical charts and graphics for the foundation’s five-year portfolio review• Collaborate with accounting team to reconcile transactions and ensure accuracy of gift data in the database• Generate and prepare donor tax receipts and acknowledgement letters for printing and distribution• Review, import, and process gifts from various sources (e.g., checks, credit cards, cryptocurrency, stock, and ACH), as well as third party sources, such as Facebook, Stripe, Paypal, Bidpal, The Giving Block, and Benevity• Evaluate solicitations, invitations, and fundraising pages for Events and Direct Marketing to ensure proper donation instructions and fair market value listings• Assist accounts payable team to prepare, review, import and approve expense reports in Nexonia and Netsuite• Serve as the foundation’s primary contact for gift inquiries, gift reclassifications, and refund requests• Compile and review gift correspondence to alert and inform relationship managers of expected gifts and prospective donors• Gather and organize financial correspondence to assist the accounting team with the annual audit