Jobs

Responsible for timely gift entry, acknowledgment, reconciling, and reporting and maintaining the integrity of donor financial records.

Essential Functions & Duties:

• Prepare, organize and enter all gifts and pledges following Pomfret School’s gift acceptance policy, CASE, and IRS standards.
• Verify donor intent is met regarding allocation, amount, and degree of anonymity, and that all gifts are documented completely and correctly.
• Research and promptly respond to requests for information on all aspects of gift accounting, as directed.
• Generate acknowledgment letters, pledge reminders, and statement of giving forms ensuring IRS guidelines are met.
• Serve as the advancement office liaison to the School’s auditing firm and provide materials as requested.
• Assist in ensuring that gift and pledge records are accurately filed and maintained in the electronic document management system.
• Work closely with the business office to provide reports and documentation for financial reconciliation and accuracy between Financial Edge and Raiser’s Edge on a weekly, monthly, and annual basis.
• Produce daily gift reports, monthly dashboard reports and other reports as requested.
• Proactively seek ways to improve and streamline processes and systems to ensure donations are entered accurately and efficiently.
• Assist in the maintenance of constituent biographical information, including address, phone, and employment records on individual donors as submitted by donors.
• Complete advancement related data for industry surveys as requested.
• Adhere to all School policies as outlined in the Employee Handbook.
• Continually meet or exceed Pomfret School’s Standards of Behavior, Character, and Engagement.
• Perform other duties as assigned.

Competencies:

• Maintain a high level of accuracy and ensure data integrity, consistency, and precision
• Ability to handle highly sensitive information appropriately and maintain confidentiality with donor information
• Ability to maintain high level of accuracy in busy periods of the year
• Ability to deal effectively with alumni and donors, co-workers, and the general public

Qualifications:

• College degree and/or two years experience in a related field required
• Knowledge of relational databases, preferably Raiser’s Edge
• Experience with Google Suite and Microsoft Office
• High level of data entry proficiency
• Strong analytical and organizational skills
• Excellent oral and written communication skills

Work Conditions:

• Office environment