Associate, Gift Administration

Tags: Global Health Law finance Environment
  • Added Date: Tuesday, 14 June 2022
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Description

Position Title: Associate, Gift Administration

Reports to: Director of Gift Administration

Location: Boston, MA, remote

Position Type: Full time

Position Overview:

The Associate for Gift Administration serves as an important member of the Gift Team responsible for the accurate and efficient processing of Partners In Healthโ€™s (PIH) philanthropic revenue, currently comprised of 250,000+ annual transactions and maintenance of 80,000+ unique donor records with annual growth expected.

The Associate will be responsible for maintaining processes related to all high-level, complex giving streams including giving from third-party vendors, matching gifts, wires and stocks, and PIH lockbox vendor. This role will collaborate closely with various organization leaders and stakeholders while maintaining appropriate confidentiality of sensitive donor information. The Associate is expected to skillfully and tactfully interact with donors and their representatives regarding gift receipting, recording, and crediting. This position requires exceptional attention to detail, independent judgment and discretion, and the ability to work with minimal supervision. This person is expected to have or quickly develop a thorough understanding of Internal Revenue Service (IRS) gift regulations, accepted gift standards and procedures, and fundraising database processes.

This is a remote position with the option to work from the U.S. Coordination Site office (Boston, MA) starting in August 2022.

Responsibilities

Record complex donor transactions timely and accurately into the donor database, following established policies and procedures and with a special focus on interpreting and vetting related gift documentation. May include depositing checks, processing credit cards, and uploading gift documentation. Provide customer service for internal and external constituent requests received via Zendesk, phone, or email, and ensure appropriate resolution, escalating as necessary. Support donors or their representatives through the transfer of stock gifts or wire transfers. Establish and maintain effective relationships with development officers, finance team members and other key stakeholders. Support database integrity and maintain accurate records by making modifications and adjustments to update or correct donor and gift information. Provide back up to other team members as necessary and help train new staff on gift administration processes and tax receipting guidelines. Other projects as assigned.

Qualifications

3+ years gift processing experience, preferably in an organization using a lockbox caging company with high gift volume. Meticulous attention to detail and demonstrated ability to work independently, establish priorities, organize tasks, provide exceptional customer service and follow through in a fast-paced, high-volume environment. An understanding of or desire to learn gift policies and procedures, IRS charitable donation acceptance and receipting regulations as well as industry best practices. Skilled in using fundraising database software; interest and ability to learn and adapt to new database systems. Exemplary interpersonal skills; ability to collaborate effectively with culturally diverse staff across departments and countries. Proficient in Microsoft Excel and Microsoft Word. Bachelorโ€™s Degree or equivalent experience. Able to work December 26th โ€“ December 31st every year. Interest in social justice strongly desirable.

Organizational Profile

Partners In Health (PIH) is a non-profit, global health organization that fights social injustice by bringing the benefits of modern medical science first and foremost to the most vulnerable communities around the world. PIH focuses on those who would not otherwise have access to quality health care. PIH partners with the worldโ€™s leading academic institutions to create rigorous evidence that shapes more sound and all-inclusive global health policies. PIH also supports local governmentsโ€™ efforts to build capacity and strengthen national health systems.

As of today, PIH runs programs in 10 countries (Haiti, Peru, Rwanda, Mexico, Sierra Leone, Liberia, Malawi, Lesotho, Kazakhstan, Navajo Nation), where it provides direct care to millions of patients, through public facilities and community engagement.

Partners In Health (PIH) is committed to the fundamental principle of equal opportunity and equal treatment for every prospective and current employee. It is the policy of PIH not to discriminate on the basis of race, color, national or ethnic origin, ancestry, age, religion, creed, disability, sex and gender, sexual orientation, gender identity and/or expression, military or veteran status, or any other characteristic protected under applicable federal, state or local law. PIH works in and with a number of governments in and outside the U.S., and to the extent applicable, this statement is intended to incorporate the prohibition of any unlawful discrimination covered by applicable laws in such countries, states and municipalities.

Partners In Health participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

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