St. George’s is seeking a Gift Processing Associate to join a 13-person Advancement and Communications team. The Advancement team is responsible for all capital and annual fundraising, as well as alumni, parent, and other constituent relations.
The Gift Processing Associate will report to the Director of Data Management in all database and gift entry processes to support the initiatives of the Advancement Department. This person will serve as a liaison between the Business Office and ensure the accuracy and utility of donor records in the Salesforce/Affinaquest Database.
Responsibilities:
Gift Processing:
Manage proper acceptance, recording, receipting and reporting of charitable gifts and pledges in the database. Sources include credit cards, checks, wires, Venmo, PayPal, securities, pledges, planned gifts, and gifts-in-kind.
Troubleshoot gift-related issues with donors, third-party systems, matching gift organizations, and the Business Office.
Create and generate various reports for cash and pledges, including daily fundraising reports, data integrity reports, and giving metrics.
Work closely with the Business Office to maintain a monthly reconciliation process and assist with providing backup for the yearly audit.
Merge and mail thank you and receipt documents for the Director of the SG Fund, the Associate Director of Advancement, the Director of Advancement, and the Head of School to ensure proper donor stewardship.
Assist with the preparation and mailing of pledge reminders, giving summaries, and other gift-related communications.
Ensure that special care is given to the confidentiality and security of all gifts and credit card information.
Database Integrity:
Maintain the accuracy of contact, biographical, and profile information for all constituents.
Ensure the integrity of gift and pledge data, including proper coding and classification.
Collaborate with the Advancement team to ensure data consistency across all systems and platforms.
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Requirements
High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
1-2 years of experience in gift processing, database management, or a related field.
Excellent communication and interpersonal skills.
Ability to maintain confidentiality and handle sensitive information.
Proficiency in Salesforce or similar CRM software.
Strong analytical and problem-solving skills.
Interested in this position? Submit your application to St. George's School before the deadline.
