Gift Processing Specialist
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- Minimum 3 years of experience with Gift Processing including receipting and acknowledgements in a fundraising environment.
- Posting language
- English
- Posted
Original job description
Access Full Position Posting
Purpose:
Advancement at York leads and inspires meaningful engagement and philanthropic support from alumni and friends to advance the University's mission. We are also deeply committed to building the reputation of York University as a leading, progressive, research-intensive University uniquely positioned for the betterment of society in the 21st century.Our division is comprised of four departments:
College diploma in a related field such as accounting, finance, bookkeeping, fundraising, or business or an equivalent of 2 years recent experience (defined as within the last five years) working at York University and performing the same or similar tasks. This education equivalency is in addition to the experiential requirements outlined below.
Experience:
Minimum 3 years of experience with Gift Processing including receipting and acknowledgements in a fundraising environment. Requires a general understanding of philanthropy, as well as knowledge of operational best practices related to gift processing, receipting, and donor stewardship, including a strong understanding of Canada Revenue Agency (CRA) compliance requirements. Experience coordinating the work of others is required.
Work experience includes:
Preparing research profiles on Individuals, Corporations and Foundations, and in preparing Wealth Indicators.
Reviewing financial and giving details and providing information and recommendations on potential philanthropic capacity.
Preparing prospecting lists of potential leads for fundraising and other advancement initiatives, programs and regional trips. Knowledge of prospect management systems an asset.
Conducting media reviews and identifying opportunities for distribution to advancement colleagues or for additional research.
Using relational databases with experience in extracting, uploading, and operating basic reporting tools.
Demonstrated ability to analyze data for potential trends.
Working with records management system(s) is an asset, in hard copy file plans, share folders and email systems.
Knowledge of PIPEDA and best practices in privacy-related policies are an asset.
Skills:
Demonstrated skills/abilities including:
Effective interpersonal and communication skills to express relevant information in a clear, concise and courteous manner
Attention to detail and accuracy required, works with financial data and reports
Good judgment, tact and diplomacy required
Effective organizational and administrative skills, including time management skills to develop, plan and coordinate operational activities
Ability to train and work effectively with others
Ability to maintain confidentiality
Excellent customer service
Ability to provide accurate information when responding to inquiries
Work effectively under pressure of high volume and meet deadlines
Familiarity with GL account structure, use of cost centers and recording journal entries
Advanced level skills in Microsoft Office365 Excel and Access for inputting data, creating/updating spreadsheets, creating pivot tables, graphs, sorting and filtering data
Intermediate level skills in Microsoft Office 365 Word for preparing documents, reports, forms, etc.
Additional Notes:
Please note:
This position requires the candidate to produce a verification of degree(s), credentials(s), or equivalencies from accredited institutions and/or international equivalents at the time of interview.
Hours of work: Hours of work: 8:30 am - 4:30 pm or 9:00 am - 5:00 pm
Summer: same
Occasional overtime will be available
Vacation restriction: Vacation may be restricted due to operational requirements and / or other staff approved absences. accredited institutions and/or international equivalents at the time of interview. Hours of work: Hours of work: 8:30 am â?? 4:30 pm or 9:00 am - 5:00 pm Summer: sameOccasional overtime will be availableVacation restriction: Vacation may be restricted due to operational requirements and / or other staff approved absences.
Access Full Position Posting
If you are a current York University employee in the YUSA-1 bargaining unit and/or are using your job posting rights under the collective agreement to view and apply for jobs, you must apply through the Employee Career Portal - YU Hire to be considered an internal applicant.
As per Article 12.02(f) of the YUSA-1 Collective Agreement, to be considered an internal applicant, employees in the YUSA-1 bargaining unit must submit the application 5 working days following the first day of posting. This is referred to as the 'Posted Date' on the job posting. Please refer to the 'Posting Intent' on the job posting.
The University welcomes applications from all qualified individuals, including, but not limited to women, persons with disabilities, visible minorities (racialized), Indigenous Peoples and persons of any gender identity and sexual orientation. York University is committed to a positive, supportive and inclusive environment.
York University offers accommodation for applicants with disabilities in its recruitment processes. If you are contacted by York University regarding a job opportunity or testing, please advise if you require accommodation.
We are committed to enhancing our environmentally and socially responsible practices for the benefit of all members of the York community. Our long term perspective recognizes our responsibility to be innovators and to continually work as a community to reduce our ecological impact.
York University employees must apply to jobs through the Employee Career Portal - YU Hire. If you are a current York University employee and/or are using your rights under a collective agreement to view and/or apply to jobs, you MUST log into YU Hire to access the York University Employee Career Portal.
PLEASE NOTE: This job posting is for an existing vacancy. Applications must be received by 11:55 pm EST on the posted deadline date, if applicable. Posting deadlines can be updated, or modified, at any time based on hiring needs. Please refer to the York U Career Portal when confirming posting deadlines.
Purpose:
Advancement at York leads and inspires meaningful engagement and philanthropic support from alumni and friends to advance the University's mission. We are also deeply committed to building the reputation of York University as a leading, progressive, research-intensive University uniquely positioned for the betterment of society in the 21st century.Our division is comprised of four departments:
- Advancement Services & Operations is the administrative and technology support unit for all Advancement activities
- Alumni Engagement provides programs, services, and engagement to over 350,000 York alumni worldwide
- Development leads efforts to promote and secure philanthropic support from alumni, donors, friends, corporations, and foundations
- Advancement Communications & Marketing works to promote and communicate alumni and donor messages along with direct marketing services for alumni and donor engagementOur mission is to inspire and cultivate meaningful engagement and philanthropic support within our diverse communities to advance York University's excellence in education, research and community service. We accomplish our mission through our values of accountability, collaboration and entrepreneurship. Under the general direction of the Manager, Gift Processing & Finance, the Gift Processing Specialist (GPS), will provide coordination and direction of the day-to-day operations and services provided by the gift processing team. The GPS will bring a high degree of professionalism to facilitate the achievement of the Division's goals, The role will work closely with other staff in the Division of Advancement, the University's central Finance Office, Internal Audit, external auditors, and other university units on the administration of donations. The GPS will also work on continuous improvement projects as assigned.
College diploma in a related field such as accounting, finance, bookkeeping, fundraising, or business or an equivalent of 2 years recent experience (defined as within the last five years) working at York University and performing the same or similar tasks. This education equivalency is in addition to the experiential requirements outlined below.
Experience:
Minimum 3 years of experience with Gift Processing including receipting and acknowledgements in a fundraising environment. Requires a general understanding of philanthropy, as well as knowledge of operational best practices related to gift processing, receipting, and donor stewardship, including a strong understanding of Canada Revenue Agency (CRA) compliance requirements. Experience coordinating the work of others is required.
Work experience includes:
Preparing research profiles on Individuals, Corporations and Foundations, and in preparing Wealth Indicators.
Reviewing financial and giving details and providing information and recommendations on potential philanthropic capacity.
Preparing prospecting lists of potential leads for fundraising and other advancement initiatives, programs and regional trips. Knowledge of prospect management systems an asset.
Conducting media reviews and identifying opportunities for distribution to advancement colleagues or for additional research.
Using relational databases with experience in extracting, uploading, and operating basic reporting tools.
Demonstrated ability to analyze data for potential trends.
Working with records management system(s) is an asset, in hard copy file plans, share folders and email systems.
Knowledge of PIPEDA and best practices in privacy-related policies are an asset.
Skills:
Demonstrated skills/abilities including:
Effective interpersonal and communication skills to express relevant information in a clear, concise and courteous manner
Attention to detail and accuracy required, works with financial data and reports
Good judgment, tact and diplomacy required
Effective organizational and administrative skills, including time management skills to develop, plan and coordinate operational activities
Ability to train and work effectively with others
Ability to maintain confidentiality
Excellent customer service
Ability to provide accurate information when responding to inquiries
Work effectively under pressure of high volume and meet deadlines
Familiarity with GL account structure, use of cost centers and recording journal entries
Advanced level skills in Microsoft Office365 Excel and Access for inputting data, creating/updating spreadsheets, creating pivot tables, graphs, sorting and filtering data
Intermediate level skills in Microsoft Office 365 Word for preparing documents, reports, forms, etc.
Additional Notes:
Please note:
This position requires the candidate to produce a verification of degree(s), credentials(s), or equivalencies from accredited institutions and/or international equivalents at the time of interview.
Hours of work: Hours of work: 8:30 am - 4:30 pm or 9:00 am - 5:00 pm
Summer: same
Occasional overtime will be available
Vacation restriction: Vacation may be restricted due to operational requirements and / or other staff approved absences. accredited institutions and/or international equivalents at the time of interview. Hours of work: Hours of work: 8:30 am â?? 4:30 pm or 9:00 am - 5:00 pm Summer: sameOccasional overtime will be availableVacation restriction: Vacation may be restricted due to operational requirements and / or other staff approved absences.
Access Full Position Posting
If you are a current York University employee in the YUSA-1 bargaining unit and/or are using your job posting rights under the collective agreement to view and apply for jobs, you must apply through the Employee Career Portal - YU Hire to be considered an internal applicant.
As per Article 12.02(f) of the YUSA-1 Collective Agreement, to be considered an internal applicant, employees in the YUSA-1 bargaining unit must submit the application 5 working days following the first day of posting. This is referred to as the 'Posted Date' on the job posting. Please refer to the 'Posting Intent' on the job posting.
The University welcomes applications from all qualified individuals, including, but not limited to women, persons with disabilities, visible minorities (racialized), Indigenous Peoples and persons of any gender identity and sexual orientation. York University is committed to a positive, supportive and inclusive environment.
York University offers accommodation for applicants with disabilities in its recruitment processes. If you are contacted by York University regarding a job opportunity or testing, please advise if you require accommodation.
We are committed to enhancing our environmentally and socially responsible practices for the benefit of all members of the York community. Our long term perspective recognizes our responsibility to be innovators and to continually work as a community to reduce our ecological impact.
York University employees must apply to jobs through the Employee Career Portal - YU Hire. If you are a current York University employee and/or are using your rights under a collective agreement to view and/or apply to jobs, you MUST log into YU Hire to access the York University Employee Career Portal.
PLEASE NOTE: This job posting is for an existing vacancy. Applications must be received by 11:55 pm EST on the posted deadline date, if applicable. Posting deadlines can be updated, or modified, at any time based on hiring needs. Please refer to the York U Career Portal when confirming posting deadlines.
More about this job
Responsibilities
Coordinate the day-to-day operations of the gift processing team, including donation administration, receipting, acknowledgements, and collaboration with university finance, audit, and advancement teams. Contribute to continuous improvement projects and support accurate, compliant gift processing services.
Requirements
Requires a related college diploma or an eligible equivalent, plus at least three years of gift processing experience in a fundraising environment, including receipting and acknowledgements. Candidates need knowledge of philanthropy and CRA compliance, experience coordinating others, strong financial and data skills, and advanced Excel and Access proficiency.
Skills
- Gift Processing
- Donation Receipting
- Donor Acknowledgements
- CRA Compliance
- Financial Data Analysis
- Data Reporting
- Microsoft Excel
- Microsoft Access
- Microsoft Word
- Database Management
- General Ledger Accounting
- Journal Entries
- Team Coordination
- Training
- Customer Service
- Confidentiality
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Management & Leadership
- Education
Keywords
- Gift Processing
- Fundraising
- Philanthropy
- Donation Administration
- Donation Receipting
- Donor Acknowledgements
- Donor Stewardship
- Canada Revenue Agency Compliance
- Financial Data
- Financial Reporting
- General Ledger
- Cost Centers
- Journal Entries
- Microsoft Office 365
- Microsoft Excel
- Microsoft Access
- Microsoft Word
- Pivot Tables
- Data Analysis
- Relational Databases
- Prospect Management
- Wealth Indicators
- Records Management
- PIPEDA
- Internal Audit
- Continuous Improvement
- Team Coordination
- Customer Service