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Gift Services Manager

Wisconsin Foundation And Alumni Association

Madison, WI

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JOB DETAILS
SKILLS
Accounting, Alumni Relations, Best Practices, Business Operations, Chargebacks, Credit Cards, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Service Management, Data Management, Diversity, Documentation, Financial Policies, Financial Procedures, Fundraising, Gift Management, Industry Standards, Information Technology & Information Systems, Leadership, Mentoring, Microsoft Excel, Microsoft Office, Nonprofit, Onboarding, OpenHire, People Management, Performance Tuning/Optimization, Reconciliation, Regulations, Salesforce.com, Supplier Relationship Management (SRM), Team Lead/Manager, Time Management, Vendor/Supplier Relations, Willing to Travel, Work From Home
LOCATION
Madison, WI
POSTED
2 days ago
Overview

The Wisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for the UW-Madison, is recruiting for a Gift Services Manager.

The Gift Services Manager oversees the gift processing functions for specifiedchannels, including staff supervision, gift entry, and gift-related communications.

Please note: We are open to hire this position to work remotely, with periodic travel to Madison expected throughout the year. Remote candidates must reside in one of the following states: Arizona, Colorado, Illinois, Iowa, Nebraska, New Mexico, New York, Texas, or Wisconsin.

Who is WFAA?
The Wisconsin Foundation and Alumni Association is a private, nonprofit corporation that encourages individuals and organizations to make gifts to the university and to connect with the UW. In 2014, the UW Foundation merged with the Wisconsin Alumni Association® to better serve a growing population of UW alumni and donors. We believe that private support grows out of good relationships between campus leaders, faculty and program staff who need support, and the alumni and friends who want to invest in UW-Madison. We provide important engagement opportunities to link UW-Madison alumni to each other and to their alma mater, building a strong community of Badgers.

Diversity and Inclusion:

Just as the university community benefits from differing viewpoints, perspectives, and experiences, inclusion and diversity are imperative for the success of our mission. WFAA values people and the differences that they bring to the organization, and creates an environment in which all staff members and constituents feel respected and have opportunities to thrive.

Essential Functions

  • Oversee the end-to-end gift management of assigned gift channels, including batch preparation, gift entry, gift handling and deposits, batch review and reconciliation.
    • This role will also be a key contributor to day-to-day tasks, such as gift entry
  • Monitor workload and staff assignment to ensure gifts are entered in a timely way.
  • Perform quality checks to ensure gifts are entered accurately, to WFAA and industry standards.
  • Serve as subject matter expert for assigned gift channels.
  • Develop and maintain documentation for assigned gift channels.
  • Oversee refunds and chargebacks for assigned channels. Perform gift adjustments as needed.
  • Manage vendor relationships for assigned channels, such as lockbox vendor, credit card vendors, and mail houses.
  • Create appeals, benefits and reviews reply devices for channel.
  • Maintain expertise on industry best practices for Gift Processing.
  • Contribute to team strategy.
  • Manage a team of Gift Processing Analysts.
    • Provide leadership, supervision, mentoring and development to team.
    • As needed, lead recruitment for new team members.
    • Conduct onboarding and ongoing training on assigned gift channels.
    • Establish staff assignments and accountabilities.
    • Foster a positive team environment and culture, optimizing team performance, satisfaction and retention.
Qualifications

Required Qualifications:
  • Bachelor's degree or equivalent experience.
  • 3+ years' gift processing experience, or equivalent in business operations, customer service or data management roles.
  • Previous supervisory or team lead experience.
  • Solid knowledge of accounting principles and/or information systems.
  • Advanced MS Office experience, specifically advanced knowledge of Excel.
  • Experience with query and reporting.
  • Experience in customer/constituent relationship management (CRM) software such as Salesforce CRM.
Other Qualifications:
  • Non-profit fundraising experience and knowledge of non-profit fiscal policies, procedures, rules and regulations.
  • Previous supervisory experience.


At WFAA, we are dedicated to creating an inspiring, creative, and respectful work environment for our employees. We offer competitive pay and an outstanding benefits program, including a generous 10% 401k contribution after just one year of service! Join us and be part of a team that values your growth and well-being. Click here to learn more about our employee benefits!

The Wisconsin Foundation and Alumni Association is an Equal Opportunity Employer *The Wisconsin Foundation and Alumni Association is the "doing business as" name of the merged organization comprising the University of Wisconsin Foundation (supportuw.org) and the Wisconsin Alumni Association (uwalumni.com). Its legal corporate name is registered as the University of Wisconsin Foundation.

About the Company

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Wisconsin Foundation And Alumni Association

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