Reporting to the Director of Advancement Services, the Data and Gift Analyst is a member of a high-performing and centralized gift administration team in the department of Advancement and Campaign Operations. The Data and Gift Analyst acts as the liaison to process gift contributions as well as high-profile donations received by the university. The incumbent successfully records, maintains, receipts and documents a collection of philanthropic contributions in accordance with IRS regulations and university policies. The Data and Gift Analyst works with fundraisers and donors on a regular basis to provide proper handling and processing of gift transactions, including matching gifts from corporations and foundations. The Data and Gift Analyst works directly with donors to answer questions about their gifts. The incumbent must be a thoughtful and articulate representative of the university in order to ensure the campus credibility with donors is established and maintained.
- Monitor communication requests relevant to specialized gifts and high-profile donations
- Review and coordinate regularly with the Director to ensure gift agreements meet the requirements for processing into the donor database
- Assists the Director with the production of pledge reminders and other projects as assigned
- Manage donors’ charitable gifts receipting for Tower Foundation, relative to gifts received by all areas of the university, including Financial Aid, Associated Students, Athletics and provides communications related to these activities. Record critical data using Advance to produce official tax receipts and related documentation for donors on behalf of the university
- Research and resolve donor related questions or issues on gift receipting (cash, check, credit card, equipment, services
- Develop gift batches (deposit summaries) from colleges and/or departments fundraising efforts. Review, interpret and verify donor(s) intentions. Deposits funds to account(s) in accordance with the stated account purpose. Create and execute required auditable documentation from gift entry correction (journal voucher, memorandum, and gift or pledge batch adjustment
- Work with Tower Foundation’s Accounting Services to track and confirm CashNet donations are allocated correctly
- Monitor and track all gift-in-kind transactions and perform the appropriate data entry to the database
- Follow up with departmental, facilities, computer center and property representatives to ensure in-kind donations receive the appropriate attention and approval before being formally accepted by the university
- Process and enter matching gifts from individuals, corporations, and foundations for a potential match ensuring accuracy and data integrity
- Ensure that gifts are in accordance with corporations matching guidelines and University policies, including transferring of funds into appropriate accounts and monitoring all matching gift activities for the University
Knowledge, Skills & Abilities
- Ability to learn or experience knowledge of Charitable Giving policies and procedures based on IRS, University, California State University, (CSU) Chancellor’s Office, Government Accounting Standards, Board/Financial Accounting Standards, Board (GASB/FASB), and CASE standards
- Thorough knowledge of governmental financial recordkeeping methods
- Ability to develop partnerships with internal and external constituents and use discretion and collaboration to communicate effectively and diplomatically in a professional and courteous manner
- Ability to function as a member of the team
- Ability to apply independently a wide variety of regulations, policies and procedures where specific guidelines or historical perspective may not exist
- Ability to manage multiple deadlines and effectively organize the workflow of others to meet the competing deadlines
- Advanced proficiency in Microsoft Office and ability to work with Databases
- Ability to solve common and unique problem using reasoning and judgment to develop practical, thorough, and creative solutions
- Ability to perform accurately in a detail-oriented environment
- Bachelor's degree and/or equivalent training
- Two years of administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs
- Excellent written communication skills in a customer service environment
- Advanced proficiency in Microsoft Office and experience working with Databases
- Experience working in a fast-paced detail-oriented environment
- Experience applying processes related to charitable giving, preferably for an institution of higher education
Classification: Administrative Analyst/Specialist – Exempt I
Anticipated Hiring Range: $5,000/month - $5,500/month
CSU Salary Range: $3,897/month - $7,051/month
San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary.
Click Apply Now to complete the SJSU Online Employment Application and attach the following documents:
- Letter of Interest
All applicants must apply within the specified application period: June 21, 2022 through July 10, 2022. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.
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Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Security-Report.pdf. The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at email@example.com.
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