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Gift and Records Specialist

Company: Temple University
Location: Philadelphia
Posted on: May 28, 2023

Job Description:

Job Description - Gift and Records Specialist (23001520) Job Description Gift and Records Specialist - ( 23001520 ) Description Grade: H The link below will give you information about the University's 1199c salary structure. The Gift and Records Specialist is a key member of the Institutional Advancement department's fundraising operation who supports alumni and donor relationships by ensuring the accurate management of gifts and pledges. With limited supervision, the Gift and Record Specialist, working across multiple platforms and financial institutions, accurately and efficiently processes gifts and pledges for Temple University and its affiliate organizations. These gifts include but are not limited to one-time donations, recurring monthly gifts, company matching and complex gifts including securities, paid matches, and Donor Advised Fund (DAF) gifts for over 350,000 constituents totaling over $100M annually. The Gift and Records Specialist will assess each gift and pledge to ensure accurate processing and appropriate documentation for donor tax purposes. These positions will also independently research and resolve problems related to identifying and processing gifts and pledges in an appropriate manner. The position creates and/or updates critical bio-demographic information of alumni and donor records in the University database. This role also ensures proper security measures are followed while handling cash and physical checks. Performs other duties as assigned. At Temple, you will find it easy to fit in while staying true to yourself. We value what makes each employee unique and strive to maintain a culture of diversity and inclusion. As an employee, you will enjoy our collaborative team-based culture that values innovation and creativity. Click here to learn more about the benefits of working at Temple University. Required Education & Experience:

  • At least five years related experience, or an equivalent combination of education and experience may be considered. Preferred:
    • Working knowledge or Ellucian's Banner database or other similar system; comfortable working with numbers; understanding of fundraising.
    • Experience in financial services industry or banking. Required Skills & Abilities:
      • Must possess an ability to communicate effectively, manage work independently, and use initiative and solid judgement in the performance of work.
      • Must have an uncompromising attention to detail.
      • Must demonstrate the highest level of ethics and ability to work with sensitive and confidential information
      • Ability to prioritize responsibilities, smoothly switch from one task to another and work on multiple assignments as necessary. Must be flexible when the need arises. This position requires a background check. This position is assigned a hybrid work arrangement (on-campus and remote), the duration of this hybrid work arrangement is at the discretion of Temple University and the Department. Temple University is committed to a policy of equal opportunity for all in every aspect of its operations, including employment, service, and educational programs. The University has pledged not to discriminate on the basis of age, color, disability, marital status, national origin or ethnic origin, race, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information or veteran status. Compliance Statement: In the performance of their functions as detailed in the position description employees have an obligation to avoid ethical, legal, financial and other conflicts of interest to ensure that their actions and outside activities do not conflict with their primary employment responsibilities at the institution. Employees are also expected to understand and be in compliance with applicable laws, University and employment policies and regulations, including NCAA regulations for areas and departments which their essential functions cause them to interact. To obtain additional information about Temple University please visit our website at Temple University's Annual Security and Fire Safety Report contains statistics, policies, and procedures related to campus safety. Click here . You may request a copy of the report by calling Temple University's Campus Safety Services at 215-204-7900. Temple University is an Affirmative Action, Equal Opportunity Employer, m/f/d/v.If you require assistance completing your application, please call 215-204-4008 or email .

Keywords: Temple University, Philadelphia , Gift and Records Specialist, Other , Philadelphia, Pennsylvania

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