Associate Director of Gifts Records and Data Integrity

About the role

The Associate Director of Gifts, Records and Data Integrity plays a crucial role in the Advancement team, overseeing gift accounting and biographical records within the college's database. They collaborate with key advancement colleagues to define and support related business strategies, goals, and information needs.

Responsibilities

• Oversees all aspects of gift accounting and biographical records within the college's database of record.
• Collaborates with key advancement colleagues to analyze departmental information needs, identifying their impact on data entry and work flow.
• Aids in the development of long and short-term plans to meet business needs with a focus on customer service, best practice, continuous improvement, increased efficiencies, systems integration, and the innovative use of technology.
• Leads the development and implementation of ongoing data quality standards and internal financial controls following best practices in the industry.
• Reviews, implements, and documents comprehensive policies and procedures for all aspects of the gift and records team.
• Builds and maintains clear lines of communication and high staff morale on the gifts and records team consistent with the college mission and values.
• Builds collaborative partnerships with key members of the advancement program areas to ensure proper support and an integrated approach to data management.
• Ensures fundraisers are informed and alerted regarding incoming gifts from prospects as needed.
• Develops protocols that optimize the use of the departmental database, develops and maintains data integrity reporting, and helps ensure the accuracy of fundraising and campaign reports.
• Works closely with the Research and Prospect Management Team to enhance, maintain, and share data that assists in the identification and tracking of prospects.
• Works closely with Stewardship and Finance on the creation of new allocations, including the review of gift agreements.
• Works closely with the Annual Fund to plan and execute successful giving campaigns.
• Works closely with Gift Officers to review pledge agreements.
• Partners with the Office of Finance to ensure compliance with cash handling policies, IRS Gift Accounting guidelines, and to provide documentation as needed.
• Establishes and maintains collaborative partnerships with colleagues in key departments on campus to ensure the timely exchange of critical biographical data.
• Supervises all members of the Gifts and Records team, providing training, guidance, and support for day-to-day responsibilities and overall workflow.
• Designs and provides ongoing gifts and records training for staff and student workers.
• Ensures successful daily reconciliation of gift processing, investigates discrepancies, and communicates potential variances and/or significant changes to fundraising totals to key leaders in Advancement.
• Ensures proper handling of questions from donors, alumni, staff, and volunteers as needed.
• Remains informed of central issues in the Advancement profession, maintains best practices in gift accounting and records management in accordance with CASE standards, participates in on-going professional development activities, and enhances skills and abilities to stay abreast of current trends in Gift Accounting and Records Management.
• Performs other duties as assigned.

Qualifications

• Bachelor's Degree and a minimum of 3 years of relevant experience, preferably in gift accounting and records management.
• A minimum of 4 years of direct experience with relational databases.
• Experience in Salesforce platforms or equivalent non-profit CRMs, GiveCampus, HubSpot.
• Experience in hiring, training, supervising, and evaluating staff.
• Natural aptitude for technology and expertise with MS Office, including expert level use of Excel.
• Knowledge of IRS regulations for gift accounting, CASE standards, and Best Practices in Gifts and Records management.
• Ability to problem-solve and use analytical skills to develop and implement creative solutions.
• Strong leadership and collaboration skills with a commitment to a team-based work environment.
• Natural aptitude for technology and expertise with MS Office, including expert level use of Excel.
• Knowledge of IRS regulations for gift accounting, CASE standards, and Best Practices in Gifts and Records management.
• Ability to problem-solve and use analytical skills to develop and implement creative solutions.
• Strong interpersonal, written, and verbal communication skills and attention to detail.
• Ability to work both independently and as a collaborative member of the Advancement team.
• Ability to take initiative to work proactively, meet deadlines, organize and prioritize multiple projects, think strategically, and work with numbers and data.
• Exhibit personal integrity and ability to appropriately handle confidential and sensitive information.
• Exhibit a positive attitude, strong work ethic, and sound professional judgment.

Salary Range

The salary range for this position is $62,000-$68,000, with compensation commensurate with experience, qualifications, and education.

Benefits

To review our generous benefits options, please visit https://www.holycross.edu/.

Application Instructions

An updated resume and cover letter are required as a part of your internal application. In your cover letter, please reflect on how your professional and personal values align with the Mission of the College of the Holy Cross to form individuals of integrity and purpose who are committed to the flourishing of all.