Philanthropy Data & Gifts Analyst

San José State University; San Jose (CA); On-site; USD 64,000 - 66,000; Full time

Job summary

San José State University is seeking a Gifts and Records Analyst to ensure accurate gift processing and donor records. The role supports regulatory compliance with CASE, IRS, and CSU policies, and collaborates across campus to maintain auditable data assets.

You will troubleshoot CRM workflows, perform data quality audits, and assist frontline fundraisers with inquiries while maintaining data governance and privacy standards.

Qualifications

• Bachelor's degree or equivalent training is required.
• Two years of administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs.

Responsibilities

• Evaluate, interpret, and accurately record standard and complex philanthropic contributions into the CRM system.
• Review donor documents to verify donor intent and code gifts in compliance with CASE, IRS, and CSU policies.
• Support finance teams with regular reconciliations between CRM data and university accounts.
• Organize documentation to support internal controls and ensure audit readiness.
• Monitor matching gifts and gifts-in-kind, ensuring eligibility and proper approvals.
• Update donor and constituent records with accurate personal and demographic data.
• Perform routine data QA to identify duplicates and data anomalies.
• Develop and maintain SOPs for gift administration and data handling.

Skills

CRM databases

Analytical ability

Communication skills

Data quality

Education

Bachelor's degree or equivalent

Tools

Salesforce

Blackbaud

Ellucian

Advance

Affinaquest

Job description

San José State University is seeking a Gifts and Records Analyst to ensure accurate gift processing and donor records. The role supports regulatory compliance with CASE, IRS, and CSU policies, and collaborates across campus to maintain auditable data assets.

You will troubleshoot CRM workflows, perform data quality audits, and assist frontline fundraisers with inquiries while maintaining data governance and privacy standards.