Donor Services Associate Boston
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Donor Services Associate<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />
Reporting to the Director of Development Operations is a member of the Baptist's philanthropy team. S/he is responsible for the recording, receipting, and acknowledgment of all philanthropic gifts to the hospital. Essential Responsibilities
Reporting to the Director of Development Operations is a member of the Baptist's philanthropy team. S/he is responsible for the recording, receipting, and acknowledgment of all philanthropic gifts to the hospital. Essential Responsibilities
- Responsible for maintaining a cash receipts and controls system based on standard accounting practices.
- Responsible for reconciling all deposits, credit card transactions, lockbox transactions, online giving and cash with the fiscal office. Insures that Fiscal receives all gift information.
- Oversees all tribute gifts. Prepares acknowledgment letters and notification letters to family members with the list of people who made gifts in memory/honor of their loved ones. Determines if template letters are appropriate and other important details involving these sensitive and timely gifts.
- Responds to inquiries from donors and determines appropriate staff to follow up.
- Responsible for processing and tracking all matching gift forms, credit card transactions, online giving, and in-kind gifts.
- Follows specific procedures related to stock gifts. Tracks all information related to a stock transaction, fills out form with the information received via phone call from stockbroker, confirms gift value, records and acknowledge gift, and tracks the receipt of the proceeds check.
- Monitors website donations; may participate in the research and redesign of online giving web page and philanthropy website.
- Generates monthly reports and reconciles with other development and fiscal reports.
- Files all correspondence and gift back up with gift batches, as well as a copy to their individual files.
- Monitors and records all payroll deductions. Balances monthly totals with the Fiscal Department.
- Performs data maintenance.
- Other Duties as Necessary.
- Experience with computer systems required, including web based applications and Microsoft Office applications, including Outlook, Word, Excel, PowerPoint or Access.
- Ability to communicate clearly and effectively with internal and external customers.
- Ability to demonstrate full working knowledge of standard concepts, practices, procedures and policies with the ability to use them in varied situations.
- Ability to work collaboratively in small teams to improve the operations of immediate work group(s) by offering ideas, identifying issues, and respecting team members.
- Ability to provide a high level of customer service to patients, visitors, staff and external customers in a professional, service-oriented, respectful manner using skills in active listening and problem solving. Ability to remain calm in stressful situations.
- Experience with fundraising information systems such as Raiser's Edge.
- Experience in gift processing or development operations.
- Ability to interface with all levels of the community such as management, physicians, faculty, board members, donors, and friends.
- Outstanding interpersonal skills and flexibility that allow for effective collaboration.
- Ability to manage multiple priorities and projects while meeting deadlines.
- Demonstrated initiative and the ability to work independently, as well as part of a team.
- Rigorous attention to detail and keen problem-solving skills.
- High level of discretion in dealing with sensitive and confidential information.
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