Gift Processing Analyst

The Wisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for UW-Madison, is recruiting for a detailed Gift Processing Analyst. The Gift Processing Analyst ensures gifts and commitments are received and processed according to based on donor intent, WFAA and industry standards. Provides exceptional customer service to donors, WFAA and UW-Madison staff.  

We are looking for a customer focused professional with strong attention to detail and a passion for delivering high-quality work. If this sounds like you, keep reading! 

Essential Functions

  • Collect and interpret gift transaction data, and ensure it is entered into the gift management system according to donor intent while also conforming to WFAA and industry standards.
  • Work with a variety of banking, credit card processing and fundraising systems to capture donor information, reconcile transactions and deposit funds.
  • Maintain knowledge of CASE standards and IRS guidelines regarding charitable gift handling.
  • Create and update constituent records in the WFAA CRM, including contact information, communication preferences, and other demographic data in accordance with WFAA procedures.
  • Resolve gift-related customer service inquiries from donors, WFAA staff and campus partners using help desk software, phone and email.
  • Produce various gift-related communications using a combination of email, Microsoft Word mail merge functions and editing skills.
  • Contribute to team effectiveness through knowledge-sharing and proactively identifying process improvements.
  • Contribute to process documentation and training materials.

Qualifications

  • High school graduate.
  • 2+ years’ professional experience in business operations, customer service or data management roles.
  • Basic knowledge or accounting principles and/or information systems.
  • Experience in customer/constituent relationship management (CRM) software.

Other Qualifications

  • Bachelor’s degree or some college education in accounting or business-systems field.
  • Non-profit or gift processing experience.
  • Mail Merge experience.
  • Experience with Blackbaud CRM, Raiser’s Edge or other fundraising software.
  • Ability to learn database query.

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