Senior Donor and Member Services Associate - California State University Northridge

Danny Reader 2

Under the guidance of the Senior Director of Advancement Services, the Senior Donor and Member Services Associate will perform a variety of administrative and technical duties related to the processing of transactions related to philanthropic gifts. memberships, and campus events into the University’s constituent database, Raiser’s Edge. Incumbent must also have knowledge of database management and data querying principles. Incumbent must have thorough knowledge of policies, procedures, and internal and external regulations pertaining to gift processing. Incumbent must have familiarity and knowledge of IRS, CASE and accounting methods and procedures as it relates to transaction processing. This includes, but is not limited to: daily gift, event registration, and membership entries; processing of daily gift batches and preparing all batches for posting; generating gift receipts; adding and updating biographical information in constituent records in accordance with policy and procedure guides; ensuring data entry is accurate, complete and current; working closely with other Resource Management colleagues on special projects related to database integrity. Must be able to exercise sound judgement with attention to detail to audit the data received. Must be able to determine donor intent and address any special requests which need to be relayed to department leadership. The position requires excellent organizational skills and the ability to maintain confidentiality.

Description of Duties:

Gift Processing Coordination – Coordinate day-to-day administration of gift processing and provide direction to DMS Associates. Perform administrative and technical duties requiring knowledge of methods and procedures in support of gift processing to ensure compliance with applicable regulations or governing policies. Identify and report any problems which may conflict with IRS compliance and CASE standards.

Data Processing and Analysis – Perform daily imports/export for data sharing with other areas (88.5, The Soraya, Annual Giving). Create queries in Raiser’s Edge to perform frequent audits to ensure data accuracy. Provide auditors data when necessary to complete audits.

Gift Processing - Analyze and enter all gift documentation (hard copy and electronic), to ensure complete and accurate data, including donor contact information and transaction details. Add or update constituent records including demographic and contact information and relevant affiliations/relationships. Process and review gift batches, verifying that batch totals, dates, fund designations and appeal codes are correctly applied. Link relationships and proposals. Process credit card payments for recurring gifts and pledges. Prepare and send gift receipts and thank you letters in a timely manner. Ensure all pertinent electronic and hard copy documentation are filed and uploaded as needed for audit or campus inquiries.

Event Registration Processing – Analyze and enter all event documentation to ensure complete and accurate data, including registration details, registrant contact information, and other details (meal preferences, merchandise purchases, additional donations, etc.). Ensure all pertinent electronic and hard copy documentation are filed and uploaded as needed for audit or campus inquiries.

Membership Processing – Analyze and enter all membership documentation to ensure complete and accurate data, including membership details, member contact information, and other details (subscription series, jacket size, chapter affiliation, or membership benefits). Ensure all pertinent electronic and hard copy documentation are filed and uploaded as needed for audit or campus inquiries.

Other duties as assigned

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