General Information
| Payroll Title | BLANK AST 3 | Title Code | 004722 | Grade/Step | Working Title | Gift Specialist | |
|---|---|---|---|---|---|---|---|
| Department Name | Advancement Services | Supervisor | Lisa M Wilson | Department Head | Jan L Wildman |
Special Requirements and Conditions
| Critical Position |
Level of Supervision Received
| General Supervision |
Items Used
| Desktop/laptop computer and related software. General office machines including photocopier, fax, calculator, etc. |
Position Purpose
| Under the supervision of the Director of Gift Administration the gift specialist is an integral member of the four member Gift Administration team responsible for the quality and integrity of the alumni and donor database and ensuring that all gifts and pledges are recorded, acknowledged, and reported accurately and in a timely manner, in accordance with established policies and procedures. |
Essential Functions
| Essential Function | % Time |
|---|---|
| Process Gifts to the UC Regents | 25 |
| Responsible for processing gifts to the UC Regents. Verifies information on the Gift Acceptance Form and determines appropriate procedure based on the gift type. Works closely with the University accounting office and the Office of Research and Economic Development to coordinate the processing and information exchange relating to Regents gifts. Produces UC Regents gifts receipts in accordance with IRS regulations and enters gift information into the database. Provides stewardship office information on gifts meeting specified criteria. | |
| Evaluates Supporting Documentation for Gifts | 20 |
| Responsible for evaluating supporting documentation for donations to the UC Regents and the UC Riverside Foundation to verify gift source, type of asset, office of acceptance, pledge status, recipient department or fund and purpose in accordance with University Office of the President regulations and Regental, campus, and Foundation policy and procedures. Keeps abreast of IRS regulations for charitable contributions. | |
| Input Detailed Gift and Biographical Information | 20 |
| Responsible for inputting detailed gift and biographical information required by several division departments and the Vice Chancellor regarding constituent database of alumni, parents, faculty, staff, corporations, foundation, and other friends. Maintains address, occupation, UCR support group memberships, education, relationships, mailing and affiliation lists as well as other biographical information. Ensures logical consistency within each constituents' data file. | |
| Process Gifts to the UC Riverside Foundation. | 15 |
| Responsible for processing gifts to the UC Riverside Foundation in accordance with established policies and procedures and processing monthly faculty and staff payroll deductions. Evaluates supporting documentation for donations to the UC Riverside Foundation to verify legal donor, gift source, type of asset, pledge status, recipient department or fund and purpose in accordance with IRS regulations and Foundation policy and procedures. Serves as a backup for bank deposits. | |
| Provide Essential Administrative Support | 10 |
| As necessary, prepares daily bank deposits, enters pledges and Foundation gifts into the database, and acts as a backup to other areas. | |
| Answer Questions Regarding Gift-Related or Biographical Questions | 10 |
| Assists University Advancement and other campus departments in answering gift-related or biographical related questions, gift administration policy and procedure questions, and other general questions related to the database and private support. | |
Minimum Requirements
| Minimum Requirement | Display Ranking |
|---|---|
| 1 | |
| Demonstrated advanced skill levels in accurate record keeping with strict attention to detail. | |
| 2 | |
| Proficiency in applicable software such as Microsoft Office (Word, Excel, Outlook). | |
| 3 | |
| Four (4) years of related experience, such as processing gifts. | |
| 4 | |
| Demonstrated data entry and data management experience. | |
| 5 | |
| Ability to verify and enter financial, statistical, policy and procedure information efficiently and accurately. | |
| 6 | |
| Rapid, accurate typing skills. | |
| 7 | |
| Correct usage of English, spelling, grammar, and punctuation. | |
| 8 | |
| Proficient in producing word processing letters, document merge routines, and spreadsheets. | |
| 10 | |
| Ability to deal with confidential information in an appropriate manner. | |
Preferred Qualifications
| Preferred Qualification | Display Ranking |
|---|---|
| 1 | |
| Bachelor's degree in related field. | |
| 2 | |
| Experience in higher education. | |
| 3 | |
| Knowledge of fundraising activities or gift administration processes and policies. | |
| 4 | |
| Experience in Raiser's Edge database. | |
| Posted Position Purpose |
|---|
| Under the supervision of the Director of Gift Administration the gift specialist is an integral member of the four member Gift Administration team responsible for the quality and integrity of the alumni and donor database and ensuring that all gifts and pledges are recorded, acknowledged, and reported accurately and in a timely manner, in accordance with established policies and procedures. |
| Posted Minimum Requirements |
| Demonstrated advanced skill levels in accurate record keeping with strict attention to detail. Proficiency in applicable software such as Microsoft Office (Word, Excel, Outlook). Four (4) years of related experience, such as processing gifts. Demonstrated data entry and data management experience. Ability to verify and enter financial, statistical, policy and procedure information efficiently and accurately. Rapid, accurate typing skills. Correct usage of English, spelling, grammar, and punctuation. Proficient in producing word processing letters, document merge routines, and spreadsheets. Ability to deal with confidential information in an appropriate manner. |
| Posted Preferred Qualifications |
| Bachelor's degree in related field. Experience in higher education. Knowledge of fundraising activities or gift administration processes and policies. Experience in Raiser's Edge database. |