Gift Specialist I, University Advancement
Job Description Summary
The Gift Specialist I processes financial transactions from University constituents including pledges and payments with a variety of giving vehicles such as checks, credit cards, payroll deduction, marketable securities, gifts-in-kind, bank drafts, matching gifts, and memberships. Assists in executing the daily business receipt process. Responsible for maintaining documentation related to transactions processed for audit and historical purposes.
*This position is not eligible for sponsorship of non-immigrant or immigrant visa status through Wake Forest University. All eligible applicants are encouraged to apply.
*Applications for this position will be accepted through July 23, 2026, 11:59 PM, EST.
Job Description
Essential Functions:
- Processes financial transactions from University constituents including pledges and payments with a variety of giving vehicles such as checks, credit cards, payroll deduction, marketable securities, gifts-in-kind, and bank drafts.
- Processes all gift receipts on a daily basis including re-issuing of receipts, when necessary.
- Processes adjustments to existing financial transactions, when necessary.
- Maintains membership information and premiums associated with all axillary units.
- Responsible for maintaining documentation related to transactions processed for audit and historical purposes.
- Creates new constituent records as needed for processing transactions.
- Ensures strict confidentiality of constituent records.
- Documents all financial entry processes and maintains current documentation on procedures.
- Adheres to all policies and procedures related to constituent financial processing and record management.
- Works closely with other departments for accuracy of constituent financial records.
- Responsible for maintaining documentation on gifts received.
- Meets as needed with auxiliary fundraising unit staff regarding data and processes.
- Ensures accountability for accuracy in changing figures.
- Documents various changes for auditor and research needs.
- Have high standards for your work and are proud to contribute to a mission-driven organization.
- Get excited about the prospect of joining a team that is making a difference in people’s lives every day.
Required Education, Knowledge, Skills, and Abilities:
- Associates degree or two or more years of college coursework, plus two years of related experience, or an equivalent combination of education and experience.
- Understands the process of entering gifts in computer system.
- Ability to strictly adhere to a set of data standards as well as policies and procedures.
- Ability to work with numbers and demonstrate effective data entry skills with an exceptional degree of accuracy.
- Proficiency in computer skills including Word, Excel, the Internet, and data management.
- Excellent communication skills, both verbal and written.
- Strong interpersonal skills and the ability to interact with clients in a professional and courteous manner.
- Ability to appropriately manage confidential and sensitive data.
- Ability to update skills on a continual basis.
- Respect for the dignity and abilities of all people.
Preferred Education, Knowledge, Skills, and Abilities:
- Experience working with data entry in a relational database.
Accountabilities:
- Responsible for own work.
- Responsible for handling of cash/monetary gifts to the University.
Physical Requirements and Environmental Conditions:
Sedentary work primarily involving sitting/standing; communicating with others to exchange information; repeating motions that may include the wrists, hands, and/or fingers; and assessing the accuracy, neatness, and thoroughness of the work assigned. No adverse environmental conditions expected.
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