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Donation Processing Specialist
1 month ago
Donation Processing Specialist (Contract)
Summary: Perform offline gift data entry as assigned for the Payments team
Responsibilities:
Support the Payments team in ensuring all manual offline donations are entered quickly and accurately into our database (CiviCRM) as well as small administrative tasks as needed. Examples of data assignments:Provide batch summary reports to Finance monthly (END/WMF)Update soft credits in Civi monthly for paypal giving fund depositsCheck the weekly flag files from Lock box provider and communication to stakeholders Printed Check processing Updating any canceled checks in CRM databaseSend check scans to Engage to create import file and once received - importPerform data entry of manual offline revenue streams, providing data files when applicable to the gift stream such as:Complete data entry for Lock Box vendor, matching gifts and Donor Advised Fund gifts (check gifts)Data entry into 3 import files weeklyComplete data entry for Paypal Grant DAF EFT gifts Review and update donor information in the database to make sure donor data associated with offline gifts is entered correctly into CiviCRM and that all data is up to date and accurateCoordinate with Gift Processing Specialist and lock box vendor to process offline donations efficiently, accurately, and in a timely manner to ensure a positive donor experienceComplete thank you letter mail merges and supply to mail house weeklyAssist with other donation processing activities as assigned-
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