Specialist, Philanthropy Operations Senior

This position is part of the University of Maryland Baltimore Foundation (UMBF) operational team and will support the Foundation’s Gift Administration function. In addition to gift processing and related operational responsibilities, the position will serve as a strong functional user of the Foundation’s donor CRM, developing a thorough understanding of the system and helping identify opportunities to improve its use, workflows, reporting, and functionality.

Responsibilities

• Provide day-to-day support for gift processing and reporting functions, including processing gifts and pledges directly in the donor CRM, reconciliation of bank deposits, gift receipting, and related Gift Administration activities, particularly during peak periods such as calendar and fiscal year-end.
• Ensure the accuracy of the donor database through consistent input, maintenance, and review.
• Develop strong functional knowledge of donor CRM and gift-processing functionality, using that knowledge to troubleshoot functional issues, support effective use of the system, and identify opportunities for improvement.
• Draft Memoranda of Understanding (MOU) and submit for appropriate review; track MOU status and monitor progress to completion.
• Prepare and distribute donor communications and ensure delivery to donors in a timely manner.
• Provide information to and develop relationships with campus Philanthropy offices to facilitate and communicate gift administration policies and procedures.
• Review policies, procedures, and workflows to ensure compliance and efficiency. Identify and recommend improvements to gift administration processes and the functional use of the donor CRM and assist with implementing approved process and system enhancements.
• Prepare daily bank deposit ensuring accuracy of data provided to Finance for posting and check transmittal to bank.
• Clarify, implement, monitor, and honor donors' intent and instructions, and ensure allocations are accurately documented in the donor records.
• Follow-up with donors and Philanthropy staff with information about gifts.
• Create and compile routine fundraising and campaign reports and create ad hoc reports as needed by management.
• Performs other duties as assigned.

Requirements

• Bachelor's degree.
• Four (4) years of progressively building a background in the various philanthropic functions, including at least two (2) years in data maintenance, donor support and stewardship, gift administration, or advancement services.

Except for qualifications established by law, additional related experience and formal education in which one has gained the knowledge, skills, and abilities required for full performance of the work of the job class may be substituted for the education or experience requirement on a year-for-year basis with 30 undergraduate college credits being equivalent to one year of related experience. In instances where specific education and/or experience is required only directly related education and/or experience may be substituted.

Skills

• Knowledge of position requirements.
• Knowledge of all applicable requirements, regulations, and laws.
• Skill in effective use of applicable technology/systems.
• Ability to effectively communicate both verbal and written thoughts, ideas, and facts.
• Ability to work cooperatively with others and independently.
• Ability to demonstrate, understand, apply, and adhere to the UMB Core Values of Respect and Integrity, Well-being and Sustainability, Equity and Justice, and Innovation and Discovery.

Preferred Skills:

• Demonstrated ability to learn new technology and business systems, develop strong functional expertise, independently investigate issues, and apply system knowledge to improve processes and workflows.

Benefits

• Comprehensive benefits package prioritizing wellness, work/life balance, and professional development.
• Retirement program (pension or optional retirement plan/ORP) effective on date of hire.
• Generous paid leave package including over 4 weeks of vacation accrued each year, 15 paid holidays, 3 personal leave days, and unlimited accrual of sick time.
• Comprehensive health insurance.
• Professional learning and development programs.
• Tuition remission for employees and their dependents at any University System of Maryland school.
• Flexible work schedules and teleworking options (if applicable per job).

Pay

$75,000 - $83,000, commensurate with education and experience.