Donor Records & Gift Coordinator

Utmb; Galveston (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

UTMB seeks a Constituent & Gift Coordinator to manage donor records and perform complex gift processing duties, ensuring compliance with accounting principles and UTMB policy. The role supports fundraising for UTMB priorities and collaborates with the Development team on gifts from key donors and funds.

The position involves entering gifts into Raiser's Edge, maintaining biographical records, and providing donor service to alumni and constituencies.

Qualifications

• Associate's degree or equivalent.
• Five years of related work experience will be considered in lieu of a degree.
• Ability to apply accounting principles.
• Knowledge of donor database and gift transaction processing.
• Ability to demonstrate Microsoft Office skills, including Word, Excel, and Outlook.
• Knowledge of accounting, computer, and information systems.
• Knowledge of database software.
• Ability to communicate effectively and professionally with the public.

Responsibilities

• Enter gifts into the Raiser's Edge database using multiple methods, including batch, payroll deduction import, or direct entry to constituent records as appropriate, and upload scanned gift documentation to the record.
• Follow defined gift processing procedures. Ensure that gift information is entered accurately by type, fund, campaign, solicitor, linking to memberships, events, pledges, proposals, or planned gifts when appropriate.
• Perform reviews of all gifts entered and code appropriately.
• Responsible for processing receipt of gifts from various sources, including mail, payroll, lock box, online transactions, or credit card charges.
• Provides customer service to alumni and other donor constituencies regarding donor designation, allocation, receipts, and recognition.
• Identifies processing problems or deficiencies, takes corrective action, and makes recommendations for changes.
• Researches and resolves problems related to transactions and other activities handled by the unit.
• Produces accompanying reports for gift review, deposit, and gift notification to staff.
• Administers gift acknowledgement process for donors. Coordinates with the Development team on gifts from key donors, pledges or funds, a foundation, or a matching gift company.
• Creates new and maintains existing biographical records and information, including addresses, business and employer information, matching gift company information, name changes, and other facts pertinent to our constituents. Review gift document and multiple additional sources, including the BBNC connector, staff updates, etc.
• Complete cashier training and meet all other assigned compliance training.
• Adheres to internal controls and reporting structure.
• Performs related duties as required.

Skills

Communication

Attention to detail

Accounting principles

Donor database knowledge

Microsoft Office proficiency

Education

Associate's degree or equivalent

Related work experience in lieu of degree

Tools

Raiser’s Edge

Database software

Microsoft Office

BBNC Connector

Job description

UTMB seeks a Constituent & Gift Coordinator to manage donor records and perform complex gift processing duties, ensuring compliance with accounting principles and UTMB policy. The role supports fundraising for UTMB priorities and collaborates with the Development team on gifts from key donors and funds.

The position involves entering gifts into Raiser's Edge, maintaining biographical records, and providing donor service to alumni and constituencies.