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Gift Records Coordinator II

Company: Baylor College of Medicine
Location: Houston
Posted on: April 9, 2021

Job Description:

Summary The Gift Records Coordinator II requires solid knowledge of gift processing and IRS guidelines, a comprehensive understanding of fundraising initiatives, and data analytics. Will ensure accurate and timely compliance with established policies for recording contributions to Baylor College of Medicine. Will also ensure the proper reporting and analytics are used to track contribution to Baylor College of Medicine. Job Duties * Ensures operational effectiveness of Revenue Operations and manages workflow to ensure accurate handling and recording of all contributions. * Accurately records all gifts and ensures donors are acknowledged accurately and timely. * Serves as liaison with accounting, treasury and finance to ensure proper recording of all contributions. * Implements and maintains cutting edge technology to ensure revenue operations remain efficient and effective. * Designs and produces reports (financial and donor) and lists for evaluation, planning, and donor solicitation. * Provides analysis based on data as requested. * Creates standards, processes and procedures to ensure data integrity and makes using the database as efficient as possible. * Performs data imports and exports of constituent information. * Provides testing for any upgrades and enhancements both in a development environment and a production environment; build out a test plan; work with IS and Blackbaud to manage any issues. * Provides support to the entire Advancement Office to ensure that any upgrades or changes to the database that impact the office run smoothly. * Works within Advancement and with departments across BCM to import data; ensure data is used appropriately and that we are HIPAA compliant. * Monitors and adjusts the daily workflow to ensure that staff resources are adapted to meet the every changing demand in volume of contributions. * Continuously engages the Revenue Operations team in opportunities for cross-training and learning so that all members of the team are adequately equipped to handle donations received from all revenue streams. * Supervises the processing of more complex transactions, including stock transactions, matching gift transactions, in-kind gifts, oil and gas royalty payments, and payroll deductions. * Prepares standard donor acknowledgments and receipts of all deposits within 48 hours of receipt of gift. * Assists with monthly finance reconciliation procedures. * Assists with accounting procedures, including batch reconciliation, record keeping, and year-end reports. * Acts as a resource for financial questions. This includes (but is not limited to) fund balance inquiries, establishing new restricted and endowment funds, LOA information, and outstanding pledge balances. * Troubleshoots and responds to inquiries regarding restricted funds, pledges and recurring gifts. * Conducts ongoing review of technology enhancements to ensure data integrity of revenue operations. * Proactively troubleshoots fundraising software errors related to the systematic processing of contributions. * Monitors, enhances, and tests any updates to merge files, Luminate Online integration activities, Blackbaud Merchant Services processes, and other technology related challenges that may arise. * Runs extractions from Raiser's Edge for preparation of mailing lists, prospect lists, donor lists and reports to support fundraising activities, as needed by staff. * Designs and produces reports proactively, using all aspects of the software and at the request of staff. * Provides financial reporting used by Finance and Executive Leadership. Minimum Qualifications * Associate's degree in a related field. Two years of relevant experience may substitute for degree requirement. * Five years of related experience. Preferred Qualifications * Bachelor's degree * Three years' nonprofit fundraising experience required * Three years' experience with complex database system, preferably Blackbaud system Baylor College of Medicine is an Equal Opportunity/Affirmative Action/Equal Access Employer. 6408

Keywords: Baylor College of Medicine, Houston , Gift Records Coordinator II, Other , Houston, Texas

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