Donation Specialist for Non-profits

Cedarstone; Wheaton (IL); Hybrid; USD 26,000 - 29,000; Part time

Benefits offered by this job

Paid Time Off

Paid Holidays

401(k) with company matching

Vision Insurance

Dental Insurance

Telemedicine

Accident & Illness Insurance

Job summary

Cedarstone is seeking a part-time Donation Specialist to process donations for multiple nonprofit clients. The role is hybrid, based at our Wheaton, IL headquarters with remote options for a defined set of states.

You will manage donations in CRM and accounting systems, prepare acknowledgments, and support client relationships during business hours. The ideal candidate has at least 1 year in an office setting, a 2-year or 4-year degree, and strong Excel and communication skills.

Qualifications

• 1+ years experience in an office setting is required.
• 2- or 4-year degree is required.
• Excellent Excel proficiency is expected.
• Knowledge of basic finance/accounting is beneficial.

Responsibilities

• Record and classify donations in CRMs and accounting systems.
• Reconcile donation totals monthly between systems.
• Create and send donation acknowledgements and receipts.
• Engage with clients and donors with clear, timely communication.
• Collaborate across teams and participate in training and audits.

Skills

Excel

Attention to detail

Time management

Interpersonal communication

Research & problem-solving

Orgnaizational abilities

Donor CRM system knowledge

Finance/accounting knowledge

Good written & verbal communication

Ethical integrity

Education

1+ years experience in a business office

2- or 4-year degree

Tools

Donor CRM system

Job description

DONATION SPECIALIST

OVERVIEW

Cedarstone began in 1993 as one friend helping another establish a nonprofit. We discovered that Cedarstone provides accounting and donation services to nonprofits, which allows nonprofit staff to focus on their mission. Today, Cedarstone is an international accounting organization with 200+ clients (mainly Christian) that are changing the world!

As a Donation Specialist, you’ll be a vital team member who processes donations for a group of clients to empower their services.

• Salary: $19 - $21/hour
• Job class: Part-time 20-24 hours/week during business hours, M-F
• Reports to: Team Lead, Donation Services
• Location:
  • Hybrid: US-based, working from our headquarters in Wheaton, IL.
  • Fully Remote: Allowed in the following states: AR, AZ, CO, FL, GA, IA, IL, IN, KS, MI, NC, OH, TN, TX,. No other states or international locations will be considered at this time.
• Environment: A friendly, flexible, collaborative place where people grow and work as a team.
• Benefits: Paid Time Off, Paid Holidays, 401(k) with company matching, Voluntary benefits (Vision, Dental, Telemedicine, Accident & Illness Insurance)

RESPONSIBILITIES

Donation Processing

• Record and classify donations in CRMs in a timely and accurate manner following standardized processes.
• Record donations in accounting systems as journal entries (JEs) in a timely and accurate manner following standardized processes.
• Reconcile donation totals between accounting systems and CRM systems on a monthly basis following standardized processes.
• Research any incomplete data to ensure accuracy of recorded transactions.
• Create and send donation acknowledgements and receipts to donors following standardized processes.

Client and Donor Engagement

• Client engagement. Communicate with each client at an agreed-upon frequency. Initiate ad hoc client conversations as situations arise.
• Communication. Receive client and donor emails and calls. Proactively ask clients and donors questions related to donations that may require investigation. Respond to questions and follow up on action items in a thoughtful, timely manner.
• Explanations. Explain information and next steps in a clear way to clients and donors.

Staff Engagement

• Cross-functional orientation. Understand how Donation Specialists work cross-functionally with other Cedarstone teams for efficient service delivery to clients.
• Teamwork. Assist in client onboarding, and provide backup coverage to other Donation Specialists.
• Client relationship teams. Meet with select client service teams at an agreed upon frequency to ensure client commitments are met and staff questions addressed.
• Work assignments. Perform work assigned to you.
• Training. Participate in prescribed training for your growth and development.
• Support. Ask for support from your supervisor and others that can help resolve client problems and enhance communication with clients.

Knowledge Sharing

• Internal resource. Be a resource for other Donation Specialists by providing technical expertise or communication advice as they resolve client issues.

Process Improvement

• Collaborate with other Donation Specialists and staff to identify process improvement opportunities, brainstorm solutions, and initiate implementations that can enhance efficiency, accuracy, and productivity across all Donation teams.

General

• Document processes to ensure work could be carried on by someone else.
• Perform other responsibilities as assigned and attend various Cedarstone meetings.

Audits

• External audits and Form 990. Assist Accountants and auditors by running requested donation reports by clients’ annual audit deadlines.

QUALIFICATIONS

Experience and education

• 1+ years experience working in a business office environment.
• 2 or 4 year degree.

Skills

• Knowledge of common business practices.
• Research and problem-solving skills. Good at figuring out puzzles.
• Organizational abilities.
• Highly proficient in Excel.
• Some knowledge of finance/accounting.
• Donor CRM system knowledge a plus.
• Good written, verbal, and interpersonal communication skills.
• Attention to detail and good organization skills.
• Adept at fixing own mistakes.
• Excellent time management skills and ability to establish priorities.
• Excellent relationship-building skills that cultivate client trust.

Attributes

• Team-focused with a commitment to delivering high-quality services to Cedarstone’s internal stakeholders and clients.
• Ability to work independently and as part of a team.
• Strong ethical standards and integrity.
• Others-focused, curious, asks good questions, and is a great listener.
• Naturally think in terms of frameworks.
• Ability to multitask and work with several clients with differing requirements.
• Demonstrate an attitude of service and willingness to help others.

Essential Job Functions

• Must be able to work on a computer for extended periods.
• Ability to review and process financial documents with attention to detail and accuracy.
• Must be able to communicate effectively via email, phone, and video conferencing.
• Ability to sit or stand at a desk for prolonged periods, with reasonable accommodations available.
• Remote work requires access to a secure and quiet workspace.

This job description may not be all-inclusive of the position’s requirements..

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