Gifts Processing Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the initial reviewer for batches entered by the external caging vendor.

• Conduct thorough reviews, reconcile entries with submitted collateral, document donor restrictions, and associate transactions with appropriate accounts, opportunities, or pledges.

• Enter pledges following instructions from the Director of Development Operations or the VP of Finance.

• Accurately process weekly revenue batches in a timely manner, paying special attention to month-end closing procedures.

• Update donor addresses, contact preferences, and details identified during batch audits.

• Oversee the caging vendor dashboard and input voids for returned or canceled checks.

• Maintain current batch collateral and follow up on missing or incomplete documentation.

• Report any system issues to the supervisor and the Process and Information Management Team.

• Manage matching gifts and designations for soft and hard credit.

• Accurately handle increased year-end and fiscal year-end donation volumes under tight deadlines.

• Protect confidential donor financial information in accordance with organizational policies and relevant privacy regulations.

• Process weekly batches of bequest intentions from an integrated third-party wills and bequest website.

• Address issues related to the automated synchronization of gift and donor information from the online giving platform.

• Combine duplicate donor records as necessary.

⛳️ Requirements

• Proficient individual with relevant experience.

• Strong attention to detail and a commitment to accuracy.

• Reconciliation-oriented mindset; capable of aligning deposits, collateral, and system entries while quickly identifying discrepancies.

• Process discipline; consistently adheres to established Standard Operating Procedures (SOPs).

• Problem-solving skills and the ability to recognize patterns to differentiate recurring system issues from isolated data errors.

• Expertise in a nonprofit CRM or fundraising database (such as Salesforce), particularly in batch entry, gift coding, and pledge management.

• Understanding of the gift entry lifecycle, including hard/soft credit, matching gifts, pledges, recurring gifts, in-kind and non-cash gifts, and stock transfers.

• Knowledge of caging/lockbox vendor workflows and dashboards.

🏝️ Benefits

• 12-month contract eligible for annual renewal indefinitely.

• Approximately 5–10 hours of work per week.

• Potential for increased hours during year-end closure.