Development and Gift Specialist

• Independently process gifts daily for the Hoover Institution

• Produce daily and weekly gift reports

• Interface with University Development Services to ensure gift records are aligned between the Hoover Institution and Office of Development

• Oversee the donor welcome process for new Hoover Council supporters

• Provide administrative support for the development events program

• Manage inventory for development events and donor welcome packets

Core Duties:

Data Processing & Gift Management

• Independently process complex and high-profile gifts

• Manage and process high volume of biographical data, including analyzing and monitoring entries for accuracy and completeness to maintain data integrity and hygiene.

• Review all daily gift receipts, acknowledgements and tribute letters that are sent to donors.

• Coordinate with development officers on large or complex gifts.

• Utilize multiple gift processing systems for high-profile activities.

• Determine gift allocation and reach out to officers for confirmation.

• Process credit card transactions and follow up on failed transactions.

Systems & Process Improvement

• Develop and maintain expertise in database systems and assist with new data features/patterns.

• Analyze database information and identify process improvements.

• Recommend new processes and systems for testing.

• Document SOPs

Compliance & Audit

• Ensure compliance through systematic internal database audits.

• Coordinate resolution of multi-area compliance issues.

• Test and recommend workflow improvements within parameters.

Staff Development & Leadership

• Train junior staff on systems and processes

• Provide business support to development officers and finance.

• Propose new processes, improvements, and systems to improve data collection and inconsistencies.

External Relations & Communication

• Provide customer and business support to development officers and finance.

• Coordinate with development officers on complex gifts and/or data projects

Minimum Education and Experience

Bachelor's and 3 years of relevant experience OR equivalent combination

Knowledge, Skills and Abilities:

• Technical: Intermediate gift systems expertise; troubleshoots multi-system issues; working knowledge of IRS regulations. Advanced ability in MS Office Suite and applications

• Communication: Advanced correspondence and documentation; confident presentations; trusted partner to development officers

• Problem-Solving: Investigates complex problems and recommends solutions; independent and sound judgment on transactions. Conduct research and ability to interpret information.

• Management: Small project leadership; emerging leader; peer mentoring and training

• Specialized: Intermediate financial skills; risk identification and control implementation; solid development operations foundation

Core Duties:

Data Processing & Gift Management

• Independently process complex and high-profile gifts

• Manage and process high volume of biographical data, including analyzing and monitoring entries for accuracy and completeness to maintain data integrity and hygiene.

• Review all daily gift receipts, acknowledgements and tribute letters that are sent to donors.

• Coordinate with development officers on large or complex gifts.

• Utilize multiple gift processing systems for high-profile activities.

• Determine gift allocation and reach out to officers for confirmation.

• Process credit card transactions and follow up on failed transactions.

Systems & Process Improvement

• Develop and maintain expertise in database systems and assist with new data features/patterns.

• Analyze database information and identify process improvements.

• Recommend new processes and systems for testing.

• Document SOPs

Compliance & Audit

• Ensure compliance through systematic internal database audits.

• Coordinate resolution of multi-area compliance issues.

• Test and recommend workflow improvements within parameters.

Staff Development & Leadership

• Train junior staff on systems and processes

• Provide business support to development officers and finance.

• Propose new processes, improvements, and systems to improve data collection and inconsistencies.

External Relations & Communication

• Provide customer and business support to development officers and finance.

• Coordinate with development officers on complex gifts and/or data projects

Minimum Education and Experience

Bachelor's and 3 years of relevant experience OR equivalent combination

Knowledge, Skills and Abilities:

• Technical: Intermediate gift systems expertise; troubleshoots multi-system issues; working knowledge of IRS regulations. Advanced ability in MS Office Suite and applications

• Communication: Advanced correspondence and documentation; confident presentations; trusted partner to development officers

• Problem-Solving: Investigates complex problems and recommends solutions; independent and sound judgment on transactions. Conduct research and ability to interpret information.

• Management: Small project leadership; emerging leader; peer mentoring and training

• Specialized: Intermediate financial skills; risk identification and control implementation; solid development operations foundation