Assistant Director, Gift Processing

About the Role

The Assistant Director of Gift Processing oversees daily gift processing operations to ensure accurate, timely, and efficient handling of charitable contributions. This role supervises staff, drives process improvements, ensures compliance with IRS regulations and industry standards, and serves as a key operational partner within Advancement Operations.

Responsibilities

• Supervise the daily operations of the Gift Processing team to ensure timely, accurate, and efficient processing of all charitable gifts.
• Direct and support the gift processing team, providing coaching, training, performance management, and professional development.
• Manage end-to-end gift processing, including receipting, acknowledgments, donor records, adjustments, pledges, matching gifts, payroll deductions, stock transfers, electronic funds transfers (EFT/ACH), and Gifts-in-Kind.
• Monitor departmental workflow, assign priorities, and ensure established service standards and deadlines are consistently met.
• Develop, document, maintain, and update departmental procedures and operational standards.
• Train Advancement staff on gift processing policies, procedures, database standards, and best practices.
• Research, recommend, and assist with implementing technology enhancements and process improvements to increase efficiency and accuracy.
• Reconcile gift activity with Foundation Accounting on a monthly basis and assist with month-end, calendar year-end, and fiscal year-end processing.
• Maintain accurate financial records and provide documentation and reports to support annual financial audits.
• Oversee account establishment, fund maintenance, and related gift administration processes in collaboration with Foundation Accounting.
• Provide functional support for Raiser's Edge, including troubleshooting, queries, reports, imports, and user assistance.
• Participate in system testing, software upgrades, database enhancements, and implementation of new technologies.
• Assist with special projects within Advancement Operations.
• Monitor compliance with IRS regulations, CASE Reporting Standards, Foundation policies, and all applicable federal and state regulations related to charitable gift processing and receipting.
• Maintain confidentiality of donor information and ensure adherence to data governance and security standards.
• Perform other duties as assigned in support of Advancement Operations.

Marginal Functions

• May serve on the Search and Screen Committee for Director-level positions.