Gift Processing and Records Coordinator

methodisthealth; Memphis (TN); On-site; USD 42,000 - 64,000; Full time

Job summary

Methodist Le Bonheur Healthcare in Memphis seeks a Foundation Gift Processing professional to be the frontline contact for donor constituencies, handling gifts and pledges with confidentiality and accuracy. Under minimal supervision, you will process contributions via checks, credit cards, stock transfers, and other valuables, ensuring timely acknowledgments and IRS-compliant records.

You will work with Raiser's Edge and related software, maintain donor databases, and support donor relations and

Qualifications

• Gifts processing including checks, credit cards, stock transfers and other valuables
• Experience with Raiser's Edge or related donor management software
• Knowledge of IRS charitable donation regulations and compliance
• Strong interpersonal and communication skills for donor interactions

Responsibilities

• Process large volumes of gifts via RDC, banks, EFT uploads and database imports from Raiser's Edge and related systems.
• Create and maintain biographical donor records and run regular/ad-hoc reports to management.
• Administer donor acknowledgements and stewardship activities within defined timelines (e.g., 48 hours after gift).

Job description

If you are looking to make an impact on a meaningful scale, come join us as we embrace the Power of One! We strive to be an employer of choice and establish a reputation for being a talent rich organization where Associates can grow their career caring for others. For over a century, we've served the health care needs of the people of Memphis and the Mid-South.

A Brief Overview

Under minimal supervision, serves as the Foundation frontline for contact with donor constituencies related to gifts. Processes gift and pledges and is responsible for performing a variety of complex duties associated with confidential gift processing functions. Serves as the frontline contact for donor interactions. Receives gifts in the form of checks, credit cards, stock transfers or other valuables, and develops and maintains procedures manual for gift and pledge entry and maintenance. Ensures compliance with accounting principles, MLH policy, IRS rules, and state and federal laws. Models appropriate behavior as exemplified in MLH Mission, Vision and Values.

What you will do

Financial Contribution Processing

Process large volume of gifts in the form of cash, checks, charge cards, stock transfers, IRA transfers, royalty payments or other valuables. Processing is done via RDC with banks, EFT uploads, and database imports from Raiser's Edge and adjacent databases. Analyze gifts and documentation to determine legal donor, gift category, IRS charitable types and funds for application and charitable gift eligibility. Works with development officers to coordinate appropriate pledge applications/designation. Administer gift acknowledgement process for donors. Completes donor receipt and acknowledgement within 48 hours of gift being received. Complete imports and exports from Luminate Online, GiveSmart, Kindsight, Omatic and related software to Raiser's Edge to maintain accuracy and efficacy of database records. Coordinates with development officers and board on additional stewardship for gifts from key donors, pledges or funds, foundations or matching gift companies. Maintain gift documentation per IRS and departmental regulations and standards.

Database Management

Create new and maintain existing biographical records and information including addresses, business and employer information, matching gift company information, name changes and other facts pertinent to our constituents. Identify processing problems or deficiencies, takes corrective action and makes recommendations for changes. Research and resolve problems related to transactions and other activities. Maintain specific modules of the donor database; manage appropriate department records in accordance with applicable policies and standards; create regular and ad-hoc reports and queries as requested and assist management in interpretation of reports.

Donor Relations and Engagement

Provide customer service via written and oral communication to donor constituencies regarding donor designation, allocation, receipts, and recognition. Administer stewardship mailings including Welcome Series, Red Wagon engagement, tribute gift acknowledgments, and other appeals. Fundraising event support and tracking within the RE Event module, as well as front end event support for registration and logistics management as it pertains to attendees and donors.

Education Qualifications

Required - High School Diploma or Equivalent

Preferred - Associates Degree

Experience Qualifications

Required - 3-5 years of experience in accounting, data entry or advancement services

Skills and Abilities

Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.

Experience with a relational database (CRM) required, The Raiser's Edge preferred.

Experience with Microsoft Office Suite - specifically Excel spreadsheets and Word mail merges.

Strong attention to detail.

Record maintenance skills.

Ability to interpret, analyze, and advise on the application of compliance laws and regulations.

Ability to write reports containing technical information.

Knowledge of IRS charitable donation and acceptance regulati