The Gift Accounting Specialist administers and oversees the Foundation s day-to-day gift management activities from gift receipt through gift acknowledgement to support the fundraising efforts for the organization s life plan communities and home health and hospice programs, services, and projects.
Essential Activities and Tasks
Oversees day-to-day gift administration from gift receipt through acknowledgement.
Provides general supervision for gift processing acknowledgement and reporting.
Ensures the fiduciary agent sets up the annuitants account for all charitable gift annuities.
Ensures fiduciary banks distribution of monthly, quarterly, and annual annuity payments.
Prepares all charitable gift annuity contracts and supporting documentation, then coordinating the execution of the contract.
Ensures accuracy of charitable payroll deductions for staff members.
Prepares month-end financial reports and adjustments.
Coordinates with corporate Finance Department monthly to reconcile financials with Gift and Data Management reports.
Provides reimbursement grant information for the filing of Form 990.
Monitors Summary of Funds quarterly and makes changes ensuring corporate Finance Department agrees with gift documentation.
Acts in place of the Division Director of Foundation Finance and Administration, if unavailable, in all day-to-day operational issues pertaining to the gift and data management.
Oversees compliance of charitable donations, including vehicles and real estate.
Communicates with the Finance Department, donors, and financial institutions as necessary to ensure compliance.
Monitors gift administration policies and procedures for adherence to new guidelines given by IRS and/or auditors.
Ensures the fiduciary banks distribute IRS forms required for charitable gift annuities.
Ensures proper restriction documentation for all gifts.
Works with the corporate Finance Department to ensure the Foundation complies with all IRS guidelines and auditing standards.
Adheres to federal, state, and local government laws and regulations that govern overall fundraising programs and gift management.
Develops relationships with banks, trust officers, and others and communicates regularly with them to improve procedures, facilitate gift administration, and provide reporting.
Serve as an information source that works with primarily the Finance Department to identify and implement solutions that will support improvements of gift revenue growth and investment performance, including the Foundation Real Estate Team and the Foundation Board Investment Committee.
Communicates with matching gift companies to ensure intended match of donor s gift is received.
All other duties as assigned.
High school diploma or equivalent required.
Bachelor s degree in a related field preferred.
Five years experience in a position of financial stewardship preferred.
Knowledge of financial and audit accounting procedures and IRS regulations preferred.
Knowledge of estate and probate court processes preferred.
Ability to read and interpret legal documents such as trusts, wills, contracts, and federal and state regulations preferred.
Capacity to comprehend complex dataset structure and coding.
Knowledge of philanthropic fundraising methods and ideals preferred.
Proficiency with Windows, Microsoft Office (Word, Excel, PowerPoint), and the internet required.
Proficiency with Raiser s Edge or other fundraising system software preferred.
Proficiency with Crystal Reports preferred.
Must be able to read, write, speak, and understand the English language.
Tue, 10 Dec 2019 19:05:01 GMT
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