Gift Processing Specialist (Westerville, OH)

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Stephanie Kyger
Stephanie Kyger ✭
First Anniversary
in Jobs Board

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Full-Time, 8-5p

The Gift Processing Specialist administers and oversees the Foundation’s day-to-day gift management activities from gift receipt through gift acknowledgment to support the fundraising efforts for the organization’s life plan communities and home health and hospice programs, services, and projects.

Gift Administration

  • Oversees gift administration from gift receipt through acknowledgement, generally maintaining a three (3) business day turnaround for all gifts and commitments.
  • Ensures daily gift activity balances with deposit.
  • Uploads and stores all gifts in our Docuware document management system.
  • Updates and maintains monthly reporting of restricted gifts.
  • Ensures accuracy of charitable payroll deductions for staff members.

Operations Management

  • Participates in data maintenance projects, identifying issues and updating database records.
  • Acts in place of the Division Director of Foundation Finance and Administration, if unavailable, in all day-to-day operational issues pertaining to gift and data management.

Compliance Management

  • Monitors gift administration policies and procedures for adherence to new guidelines given by IRS and/or auditors.
  • Ensures proper restriction documentation for all gifts.
  • Serve as liaison for the annual audit, providing gift information and reimbursement grant information for the filing of Form 990.
  • Adheres to federal, state, and local government laws and regulations that govern overall fundraising programs and gift management.

Relationship Management

  • Collaborates with the Finance Department to identify and implement solutions to support improvements in gift accounting and reconciliation.
  • Communicates with matching gift companies to ensure intended match of donor’s gift is received.
  • Attends and takes minutes for the quarterly Foundation Investment Committee meetings.
  • Responds to internal and external donor requests and inquiries related to gifts and commitments.

All other duties as assigned.

Education

  • High school diploma or equivalent required.
  • Bachelor’s degree in a related field preferred.

Experience

  • Two years experience in a position of financial stewardship preferred.
  • Knowledge of financial and audit accounting procedures and IRS regulations preferred.
  • Knowledge of estate and probate court processes preferred.
  • Ability to read and interpret legal documents such as trusts, wills, contracts, and federal and state regulations preferred.
  • Capacity to comprehend complex dataset structure and coding.
  • Knowledge of philanthropic fundraising methods and ideals preferred.
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint) required.
  • Proficiency with Blackbaud Raiser’s Edge or other fundraising system software preferred.
  • Proficiency with Crystal Reports preferred.

Other Requirements

  • Must be able to read, write, speak, and understand the English language.

Ohio Living is among the country's leading comprehensive resources on aging well. Our Ohio-based services range from a variety of housing options in one of our life plan communities through the full continuum of care to post-acute home health and hospice support for adults, wherever they live. Ohio Living Foundation raises several million dollars annually to support charity care, special programs, capital expansion and endowment. Most importantly, we’re a company that:

  • chooses to operate as a faith-based, not-for-profit organization
  • makes its mission the heart of our organization by consistently exceeding the needs and expectations of those we serve
  • provides an engaging, recognition centered, team-oriented workplace dedicated to career, family and faith

Why work at Ohio Living?

Depending on an employee’s status, they may benefit from:

  • competitive wages
  • affordable medical, dental, and vision insurance
  • 403b retirement savings
  • paid time off including your birthday
  • training, continuing education, and education assistance
  • pay advances up to $500
  • the latest technology
  • unlimited career opportunities
  • and much more!

Who is Ohio Living?

Headquartered in Columbus, Ohio Living is one of the nation’s largest not-for-profit, multi-site senior living organizations. Since its founding in 1922, Ohio Living has defined the highest standards of quality of life for adults in 50 Ohio counties.

Our mission is to provide adults with caring and quality services toward the enhancement of physical, mental and spiritual well-being consistent with the Christian Gospel.

Our Values:
Care • Integrity • Customer Service • Innovation

Financial Stewardship • Leadership • Inclusion

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