- Receives mail, opens, sorts, researches donor information, codes restricted and split gifts (including non-gifts) and determines allocation.
- Reviews restricted and split gifts (including non-gifts) entries and acknowledgments for accuracy, donor intent, IRS and CAE compliance, Planned Giving and Bequest recording guidelines, purpose code assignments and adjusts entries prior to final processing.
- Assists in the testing and development of new products, enhancements and process improvements as they relate to gift processing functionality.
- Enters new gift, pledges, matching gifts, trust income, ORPA, payroll deductions, and pledge payments of all types including cash, credit cards, securities, and gifts-in-kind from all sources.
- Runs standard gift and pledge reports for gift processing.
- Reconciles daily transactions against multiple reports.
- Participates in daily gift processing rotations for online credit card processing, acknowledgment production, and deposits to the Cashier.
- Verifies gift acknowledgment letters for donors.
- Request new donor records and changes to existing records.
- Assists in the entry preparation for Gifts to Princeton.
- Participates in Alumni Record and Gift Records cross training initiatives.
- Other related tasks as assigned.
- High School diploma required.
- Advanced knowledge and full spectrum of gift recording activities, policies and procedures.
- Advanced analytical, interpersonal and statistical skills.
- Ability to exercise independent research and judgment.
- Knowledge of or ability to quickly learn OnBase Document Imaging system for document retrieval.
- In depth knowledge and use of Excel for advanced spreadsheets.
- In depth knowledge and use of Access for report generation.
- Advanced knowledge and use of Stripes to enter gifts, generate standard reports, perform inquires and verify information.
- Good oral and written communication skills to respond to inquiries.
- Strong organizational and problem solving skills.
- Accuracy, close attention to detail, a change-friendly attitude, strong work ethic and discretion in dealing with confidential information.
- Commitment to University Advancement's mission to inform, involve, and inspire Princeton's global community of alumni and friends, and adhering to its guiding principles of High Performance, Innovation, Civility, and Collaboration.
- Knowledge of Princeton's mission.
- Experience in higher education.
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Data Management Support III - Princeton, United States - Princeton University
Description
Overview
Reporting to the Associate Director Gift Records, the Data Management Support position primary function is to provide support to the Office of Alumni and Donor Records in receiving, recording and legally acknowledging charitable contributions to the University.
Princeton University Advancement works to inform, inspire, and involve Princeton's global community of alumni, parents, and friends in ways that enable the University to fulfill its mission of advancing learning through scholarship, research, and teaching to serve humanity.
Two positions available
Responsibilities
Process Management:
Gift Processing:
Special Projects:
Qualifications
Preferred Qualifications
Princeton University is an Equal Opportunity/Affirmative Action Employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability status, protected veteran status, or any other characteristic protected by law. KNOW YOUR RIGHTS
Standard Weekly Hours
36.25Eligible for Overtime
YesBenefits Eligible
YesProbationary Period
90 daysEssential Services Personnel (see policy for detail)
NoPhysical Capacity Exam Required
NoValid Driver's License Required
No#LI-SB1