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Associate Director of Gifts Administration Resume Example

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ASSOCIATE DIRECTOR OF GIFTS ADMINISTRATION
Professional Summary

An advancement services professional with experience primarily in not-for-profit administration in both higher education and healthcare. Special areas of expertise include gifts and records administration, finance and stewardship.

Core Qualifications
  • Proficient in the use of Microsoft Office, Internet Navigation, PeopleSoft Atlas, Millennium, BSR Advance, SCT Banner, RuffaloCODY, CampusCall and various other databases.
  • Experience using Wealth Engine, Accurint, LexisNexis and iModules.
  • Knowledgeable of PCI Data Security Standards.
  • Strong communication skills, both written and oral.
  • Ability to work independently as well as collaboratively in a goal-oriented environment.-Excellent organization and prioritization skills, especially during times of high volume.
  • Ability to handle confidential material and a great attention to detail.
Experience
Associate Director of Gifts Administration
July 2013 to Current University of Pennsylvania － Philadelphia, PA
  • Handles all operations for Pennsylvania Hospital Development staff in collaboration with the University of Pennsylvania and UPHS.
  • Prepares financial reports for management Gift Processing including cash, checks, credit cards and lockbox transactions.
  • Responsible for verifying the accuracy of all Penn Medicine donors to ensure that they are listed correctly in the university's annual donor report.
  • Create pledge and/or gift agreements for constituents who intend to give more than $25,000.
  • Reminders Generates mailing lists in support of fundraising efforts and newsletter distribution Regularly work with Business and Financial Services to reconcile gift accounts and endowment funds, perform special assessments and audits as needed, create new fund codes and liaise with the cashier's office regarding deposits.
  • Serves as the United Way contact for the Health System.
  • Ensures that all donors are soft-credited for their gifts and stewarded accordingly.
Development Services Administrator
January 2012 to January 2013 Pennsylvania Hospital － Philadelphia, PA
  • Improved the quality of data by focusing on research, communication, clean up, error detection, and recovery and management of automated location services.
  • Computerized biographical data management.
  • Gift processing including cash, checks, credit cards, event registrations and remote-deposit capture transactions.
  • Managed the acknowledgement system and oversee the production of correspondence for gifts with a tribute.
  • Analyzed giving trends to identify new prospects, researched individuals, corporations, and foundations and managed the pipeline for a team of fundraisers.
  • Created financial reports, generated mailing lists and provided the data for donor honor roll publications.
  • Collaborated with the hospital's Accounting department and key University of Pennsylvania staff to journal funds, create new chart of accounts entries and to reconciliation all gifts to the Hospital.
Associate Director
June 2008 to June 2012 Temple University, Office of Institutional Advancement － Philadelphia, PA
  • Managed all aspects of the Gift Accounting and Records Department, including the annual planning and implementation of goals and objective to streamline work and increase efficiency.
  • Created and implemented departmental operating policies and procedures to ensure the successful recording, maintenance, receipting, documenting and collection of gifts and grants to the University and Health System.
  • Assembled educational materials and trained all new/existing employees about the university's internal processes as well as IRS regulations for charitable giving and CASE guidelines.
  • Supervised a staff of Gift Processors, Records Specialists, student workers and temporary staff to ensure the accurate and timely recording, receipting and reporting of gifts, pledges and payments and biographical data management.
  • Worked with Human Resources to process to payroll deductions for university giving and health System This includes entering pledges, posting transactions, assessing reports and ensuring that funds are transferred to the appropriate accounts.
  • Collaborated with General Accounting to journal funds, create new chart of accounts entries and to complete the daily reconciliation for all items interfaced each day, the monthly reconciliation for all gifts made to the Temple University Health System, TU Japan and funds deposited in the temporary holding account.
  • Worked with Corporate and Foundation Relations and Grant Accounting to ensure that all sponsored research pledges, payments and outright gifts are accurately recorded in the database.
  • Researched problematic gifts, made adjustments/reallocations and conducted follow up actions to ensure that donor intent was achieved.
  • Gift processing including wire transactions, securities, cash, checks, credit cards, matching gifts and lockbox transactions during high volume periods.
  • Instituted the Gift Verification process and bi-monthly training sessions that has resulted in a substantial decrease in errors (almost 10% to .05%) from 2008-2011.
  • Played a major role during the Banner Conversion project as a functional team leader.
  • Acted as the liaison between Advancement, the Bursar's Office and General Accounting.
  • Oversaw converted gift and bio data to ensure that all pertinent information was captured and updated properly.
Manager, Gifts Administration and Records
January 2005 to January 2008 University of Pennsylvania － Philadelphia, PA
  • Penn Medicine Development and Alumni Relations Manager, Gifts Administration and Records Supervised Gifts Administration staff to ensure the accurate recording, receipting and reporting of gifts.
  • Managed the acknowledgment system and oversaw the production of Notices-of-Contribution correspondence for gifts with a tribute.
  • Created and maintained all educational materials and trained all new/existing employees about Gifts Administration internal processes and IRS regulations for charitable giving.
  • Produced monthly financial reports and power point presentations for the senior staff and university trustees.
  • Identified problematic gifts, made adjustments/reallocations and conducted follow up actions to ensure that donor intent was achieved.
Records Specialist/Gifts Processor
May 2004 to May 2005 Drexel University Institutional Advancement Office of Institutional Advancement － Philadelphia, PA
  • Improved the quality of data by focusing on research, communication, clean up, error detection, prevention, lost alumni identification and recovery and management of automated location services.
  • Computerized biographical data management.
  • Gathered data through working with Research, journals, news clippings, reviews and other means of information collection.
  • Gift processing including cash, checks, credit cards, matching gifts and lockbox transactions.
  • Worked with the Director of Records, Gifts and Stewardship to compile the university's annual donor report.
Lead Supervisor
January 2000 to January 2003 Temple University － Philadelphia, PA
  • Supervised a large staff of student workers including the Phone-a-thon and clerical staff.
  • Lead monthly meetings, assigned daily tasks and monitored progress.
  • Managed the Call Center, which included cleaning up the prospect pool, assigning the callers with lists, confirming pledges/credit card payments, listening in on phone calls to provide feedback and training new employees.
  • Created employee training manuals, wrote calling scripts and compiled go-to lists for each of the various schools within the university that contained general information and events to be used as speaking points.
  • Assisted with special written projects, including the parent newsletter and direct mail pieces.
  • Coordinated fundraising efforts with current students and recent graduates.
  • Database management, compiled mass mailings, donor recognition tracking and created new records.
Education
Bachelor of Science : Public Health, May 2003 Temple University － Philadelphia, PA GPA: Graduated Cum Laude

Graduated Cum Laude
Professional Affiliations

Member, National Association of Professional Women (2015)

Personal Information
Additional Information
Skills
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Resume Overview

Companies Worked For:

  • University of Pennsylvania
  • Pennsylvania Hospital
  • Temple University, Office of Institutional Advancement
  • Drexel University Institutional Advancement Office of Institutional Advancement
  • Temple University

School Attended

  • Temple University

Job Titles Held:

  • Associate Director of Gifts Administration
  • Development Services Administrator
  • Associate Director
  • Manager, Gifts Administration and Records
  • Records Specialist/Gifts Processor
  • Lead Supervisor

Degrees

  • Bachelor of Science : Public Health , May 2003

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