Assistant Director, Finance & Gift Administration jobs in United States
cer-icon
Apply on Employer Site
company-logo

University of Cincinnati Foundation · 1 day ago

Assistant Director, Finance & Gift Administration

The University of Cincinnati Foundation is committed to fostering a welcoming community while driving excellence and integrity in their work. The Assistant Director, Finance & Gift Administration will manage various financial processes, including receipts, pledge administration, and matching gift data, while ensuring compliance with relevant policies and standards.

Non ProfitSocialSocial Impact
check
Work & Life Balance

Responsibilities

Responsible to understand and comply with the UC Foundation Gift Acceptance Policy, IRS and CASE standards for all gifts processing, recognition and recording in the donor databases
Monitor pledge payments and generate reminder notices in accordance with Foundation policies and donor agreements
Send soft reminders to development officers to increase collaboration to resolve pledge discrepancies or support collection efforts as needed
Manage annual pledge audit, write-off processes, documentation, and internal reporting
Serve as primary contact for companies, vendors (e.g., Benevity, CyberGrants), and donors regarding matching gift inquiries and eligibility
Submit and track matching gift requests and ensure timely follow-up with donors and employers
Review and process all incoming matching gift claims to ensure proper designation and donor credit
Maintain updated matching gift data between CRM and Double the Donation to regularly report on ROI of matching gift program
In partnership with the Annual Giving and Integrated Marketing team, implement outreach strategies through Double the Donation to promote matching gift opportunities
Responsible for managing donor tax receipts across all giving channels, including online gifts, offline gifts, donor-advised fund contributions, IRA distributions, and stock transfers
Ensure the online giving portal and event registration receipts are accurate and compliant
Manage the accuracy, printing and mailing of paper receipts on a bi-weekly schedule
Implement document retention policy for the data management team in compliance with Foundation standards
Manage the regular review, electronic storage and secure shredding of gift documentation
Serve as point of contact for staff regarding document retention requirements and procedures
Support annual audit process by collecting and organizing relevant supporting documentation
Manage the bi-weekly tribute acknowledgement process
Assist with gift entry tasks including, wire transfer details and gifts-in-kind (GIK) reporting
Other duties, as assigned

Qualification

Gift AdministrationPledge AdministrationMatching Gift DataDocument RetentionMicrosoft WordMicrosoft ExcelCommunication SkillsOrganizational SkillsAttention to DetailIndependent Work

Required

Bachelor's degree with 1-3 years of relevant experience
Strong oral and written communication skills to effectively represent the department and promote the Foundation
Ability to work independently
Strong organizational skills and attention to detail; ability to prioritize effectively to meet multiple competing deadlines
Ability to engage with donors and with confidential information
Proficient in Microsoft Word and Excel; ability to learn new computer programs and database management

Benefits

Performance based bonus
Competitive health and wellness benefits
Tuition remission
Retirement with employer match
Paid parental leave
Paid vacation
Sick time and holidays
Calendar year-end closing

Company

University of Cincinnati Foundation

twittertwittertwitter
company-logo
University of Cincinnati Foundation is the private fundraising organization for the University of Cincinnati and UC Health.

Funding

Current Stage
Growth Stage
Total Funding
$0.03M
Key Investors
Martha Holden Jennings Foundation
2024-04-01Grant· $0.03M
Company data provided by crunchbase