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.