Planned Gift Director - Higher Ed. jobs in Rochester, NY

Director of Gift & Data Processing
6729BR
University Advancement
Advancement Services and Administration

Detailed Job Description
The Director Gift and Data Processing is expected to provide a level of expertise in the Advance application and is required to maintain the highest level of accuracy. They are considered an in-house expert related to data values and the interpretation of data on donors/companies and their gift and pledge histories. They are also considered to be an in-house expert of CASE and IRS rules and guidelines and best practices.

As part of their duties, the Director guides and oversees the data entry of all gifts and manually processed biographical data to the university on a daily basis. They ensure all gifts are recorded and receipted following RIT, CASE and IRS rules and guidelines and best practices. They lead process improvement initiatives relating to gift and biographical data on behalf of the division. They also audit giving related reports and forms for the university to ensure accuracy and consistency. Manages the Gift Processing Specialist and Data Processing Specialist. Reports to the Sr. Director of Finance & Administration.

• Responsible for directing and coordinating the maintenance of gift and biographic records involving the receipting, processing and documentation of private gifts and grants RIT. Oversee data quality and manage customer service related to charitable contributions. Direct the receiving, accurate and timely deposit, processing, and receipting for all gifts to RIT. Manage, measure, plan, and advise on the reporting of University Advancement gift activity.
• Acts as the division's quality assurance representative regarding giving-related forms, giving programs, and reports to ensure the highest degree of accuracy is attained when processing gifts. Forms generated for our donors both online and in paper format need to be reviewed regularly to ensure priorities align with university objectives.
• With an understanding of accounting principles, CASE and IRS guidelines, and Advancement policies, work with the Senior Director of Finance & Administration to design and implement Advancement-wide guidelines and standards for gift and data maintenance of constituent data.
• Communicate directly with donors, financial advisors/representatives, and university staff regarding gift transactions and the delivery of assets to the university. Authorize transfer of funds across university accounts. Serve as resource for university advancement and financial officers regarding gift counting and reporting policies and procedures and data administration. Conduct staff development and training sessions as needed, including preparing and presenting information on policies and processes.
• Manages the division's pledge aging and reminder process. Reviews data for gift, donor, and financial accuracy. Reports aging activity to Finance.
• Manages the matching gift program for the university. Verifies and reconciles all matching gift claims to the university. Regularly communicates with donor's regarding the status of their matching gift claims.
• Actively reports metrics and statistics relating to gift entry, receipting, indexing, and modifications to ensure the Gift Office is a leader of best practices within our industry.
• Manages the Gift Processing Specialist and Data Processing Specialist.

Department/College Description
In the Division of University Advancement (UADV) at RIT, we are dedicated to advancing this mission by fostering deep and meaningful connections with alumni, parents, friends, and organizations with the goal of increasing the resources available to the university through greater volunteer engagement and increased philanthropic support. As Advancement professionals, we seek support from a variety of investors to ensure a life-transforming RIT education is accessible to the talented students who seek to join us.

RITs Division of University Advancement (UADV) is committed to diversity, equity and inclusion. We believe the power of diversity enriches all of us by exposing us to a range of ways to understand and engage with each other, our constituents and our broader communities. We are dedicated to developing and implementing best practices to promote even greater diversity through our employee retention and hiring, accessibility, marketing materials, constituent engagement and in pursuit of our philanthropic goals.


Required Minimum Qualifications

• Minimum bachelors degree in accounting or finance required, masters degree preferred, and 5 years of experience in Advancement Services, an operational financial environment or a bank operation, OR proven related combination of education and experience required.
• Proficient in Microsoft Suite; including Outlook, Word and Excel.
• Ability to work as an integral member of a team.
• Strong communication, organizational, problem-solving and analytical skills.
• Strong degree of ethics due to working in a highly confidential environment.
• Must be able to exercise initiative, independent good judgment when faced with unclear or questionable data and be able to extrapolate intent from non-standard submissions.
• Must be able to successfully manage multiple priorities and projects within tight department metrics and deadlines, as well as ability to manage conflicting priorities and projects.
• Lean Six Sigma or Project Management certificate is a plus.
• Experience with donor management software is a plus.

Preferred Qualifications

Professional Area:
Employment Category: Fulltime
Staff Job Function: Wage Band: 116A

Required Application Documents

How to Apply
In order to be considered for this position, you must apply for it at: http://careers.rit.edu/staff. Click the link for search openings and in the keyword search field, enter the title of the position or the BR number.

The direct link to this posting can be found here: https://sjobs.brassring.com/

Additional Details

Rochester Institute of Technology, the 10th largest private university in the U.S., is among the worlds leading technological universities. Its 18,000 undergraduate and graduate students from all 50 states and more than 100 countries are enrolled in over 200 academic programs, including 7 interdisciplinary Ph.D. programs. A pioneer in experiential education, RIT was the first to offer undergraduate degree programs in biotechnology, information technology, software engineering, and microelectronic engineering. As home to the National Technical Institute for the Deaf, the university offers unparalleled academic opportunities and services for the deaf and hard-of-hearing. Founded in 1829, RIT has 115,000 alumni throughout the United States and around the world. RIT has been named by the Chronicle of Higher Education as one of the "Great Colleges to Work For." RIT is a National Science Foundation ADVANCE Institutional Transformation site, and is responsive to the needs of dual-career couples through the Upstate NY Higher Education Recruitment Consortium. For more information, visit www.rit.edu/overview/rankings-and-recognition and www.rit.edu.

As a member of the RIT community employees receive a well-balanced benefits package that offers a variety of choices and access to additional employment advantages. These benefits, combined with an employees pay, provide a total compensation package that can be tailored to meet your needs. More on RITs Benefits, Health & Wellness program can be found at: https://www.rit.edu/fa/humanresources/content/benefits-health-and-wellness

RIT does not discriminate. RIT is an equal opportunity employer that promotes and values diversity, pluralism, and inclusion. For more information or inquiries, please visit RIT/TitleIX or the U.S. Department of Education at ED.Govjeid-3b2c7d568ac3a64da49aba7e76b4704b