Gift Processing Leader - Compliance & Process Improvement

University of North Florida; Jacksonville (FL); On-site; USD 45,000 - 55,000; Full time

Job summary

University of North Florida in Jacksonville seeks an Assistant Director of Gift Processing to lead the daily gift processing operations, ensuring accurate receipting and donor record maintenance. You will supervise staff, drive process improvements, and maintain compliance with IRS and CASE standards.

The role requires a Master’s degree or a Bachelor’s with several years of relevant experience, with expertise in Raiser's Edge and end-to-end gift processing.

Qualifications

• Master's degree and 2+ years of relevant experience or Bachelor's degree and 4+ years of relevant experience.
• Experience with gift processing and donor records.
• Knowledge of IRS regulations and CASE Reporting Standards.

Responsibilities

• Supervise the daily operations of the Gift Processing team to ensure timely, accurate, and efficient processing of all charitable gifts.
• Direct and support the gift processing team, providing coaching, training, performance management, and professional development.
• Manage end-to-end gift processing, including receipting, acknowledgments, donor records, adjustments, pledges, matching gifts, payroll deductions, stock transfers, EFT/ACH, and Gifts-in-Kind.
• Monitor departmental workflow, assign priorities, and ensure service standards and deadlines are met.
• Develop, document, maintain, and update departmental procedures and standards.
• Train Advancement staff on gift processing policies, database standards, and best practices.
• Research, recommend, and implement technology enhancements and process improvements for efficiency and accuracy.
• Reconcile gift activity with Foundation Accounting monthly and assist with year-end processing.
• Maintain financial records and provide documentation for annual audits.
• Oversee account setup, fund maintenance, and related gift administration with Foundation Accounting.
• Provide Raiser's Edge support including troubleshooting, queries, reports, imports, and user assistance.
• Participate in system testing, software upgrades, and database enhancements.
• Assist with special projects within Advancement Operations.
• Monitor IRS regulations compliance and CASE reporting standards.

Skills

Leadership

Process improvement

Data governance

Staff coaching

Education

Master's degree

Bachelor's degree with 4+ years experience

Tools

Raiser's Edge

Job description

University of North Florida in Jacksonville seeks an Assistant Director of Gift Processing to lead the daily gift processing operations, ensuring accurate receipting and donor record maintenance. You will supervise staff, drive process improvements, and maintain compliance with IRS and CASE standards.

The role requires a Master’s degree or a Bachelor’s with several years of relevant experience, with expertise in Raiser's Edge and end-to-end gift processing.