[Hiring] Gifts Processing Consultant @Global Fund For Women

Role Description

The Gifts Processing consultant plays a crucial role in supporting the Development team by ensuring the accuracy and timeliness of gift processing and maintaining the integrity of Salesforce data. This role requires an experienced individual to:

• Serve as the first point of review for batches keyed by the third-party caging vendor.
• Perform detailed review of each entry, reconcile against submitted collateral, note donor restrictions, and ensure transactions are linked to the correct accounts and the appropriate opportunities or pledges.
• Key in pledges in accordance with guidance from the Director of Development Operations or VP of Finance, in addition to reviewing submitted batches.
• Process weekly revenue batches accurately and on schedule, with particular attention to month-end close.
• Maintain the integrity of donor data by updating address, contact preferences, and contact details identified during batch review.
• Periodically monitor the caging vendor dashboard and key in voids for returned or voided checks.
• Keep batch collateral current and follow up with the appropriate staff when documentation is missing or incomplete.
• Flag systems issues identified during gifts processing to the supervisor and the Process and Information Management Team.
• Process matching gifts and soft/hard credit designations.
• Handle elevated volume during year-end and fiscal year-end giving surges with accuracy under deadline pressure.
• Safeguard the confidentiality of donor financial data in accordance with organizational policy and applicable privacy regulations.
• Process weekly batches of bequest intentions from integration with a third-party wills and bequest site.
• Follow up on and resolve issues that occasionally arise in automated syncing of gift and donor information from online giving platform.
• Perform merges of donor records as needed for duplicates.
• Detail orientation with a strong commitment to accuracy; the core of this role is catching errors before a gift posts.
• Reconciliation mindset: able to match deposits, collateral, and system entries and identify discrepancies quickly.
• Process discipline; follows established SOPs consistently.
• Problem-solving and pattern recognition for flagging recurring systems issues versus one-off data errors.
• Proficiency in a nonprofit CRM or fundraising database (Salesforce, or similar) specifically batch entry, gift coding, and pledge management.
• Working knowledge of the gift entry lifecycle: hard/soft credit, matching gifts, pledges, recurring gifts, in-kind and non-cash gifts, and stock transfers.
• Familiarity with caging/lockbox vendor workflows and dashboards.

Qualifications

• Experience in gift processing and donor data management.
• Strong attention to detail and accuracy.
• Ability to work under pressure during peak times.
• Proficiency in Salesforce or similar CRM systems.

Requirements

• 12-month contract, eligible for renewal on an annual basis in perpetuity.
• Approximately 5 - 10 hours per week with the possibility of increased hours during year-end closure.

Benefits

• Flexible working hours.
• Opportunity to work with a mission-driven organization.