Gift Processing Associate
University of North Florida · Jacksonville, FL · 1 mo ago
OTHRFull-time
About the role
The Gift Processing Associate is responsible for receiving, recording, and issuing tax‑compliant receipts for charitable contributions to the UNF Foundation, ensuring gifts are processed in accordance with donor intent, University policies, and IRS regulations governing charitable giving.
Responsibilities
- Process and record gifts daily, including online gifts, electronic funds transfers, third‑party platform payments, and Gifts‑In‑Kind.
- Process recurring credit card and payroll deduction batches.
- Upload and/or scan supporting documentation regarding the donor, gift, and signed pledge commitments into the constituent relationship management (CRM), Raiser's Edge.
- Update constituent records, including name and address changes, salutations, deceased status, and other biographical information.
- Prepare donor acknowledgment letters and generate gift‑related reports.
- Receive and verify gifts and pledges, ensuring accurate coding, designation, and approvals.
- Partner with colleges and departments to obtain information needed for accurate gift recording.
- Prepare and reconcile daily deposits and generate transmittal reports for Foundation Accounting.
- Prepare IRS‑compliant donor receipts for charitable contributions and draft donor acknowledgment letters for signature by the Foundation Executive Director and/or Vice President.
- Serve as a backup reviewer for gift batches to ensure accuracy and compliance.
- Conduct donor research and validate biographical information using LexisNexis and other online resources.
- Maintain the accuracy and integrity of donor data in Raiser's Edge and serve as the primary custodian of funds received by Advancement Operations.
Marginal Functions
- May serve on the Search and Screen Committee for Director‑level and above positions.
- May represent the university on local, system‑wide, or state committees.
- During declared campus emergencies, may be required to perform specific job‑related duties at a designated off‑campus location or place of residence.
Required Qualifications
- High school diploma and 2+ years of relevant experience, or an equivalent combination of education and experience pursuant to Fla. Stat. 112.219.
Statements of Understanding
- This position requires a background check.
- In conjunction with the University's policy, this position may also require a credit check.
- The holder is designated as a Responsible Employee under Title IX and must promptly report allegations of sexual misconduct, sexual violence, and child sexual abuse to the University's Title IX Administrator or any divisional Title IX Coordinator.