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Gift and Data Services Associate

3 months ago

West Lafayette, United States Purdue for Life Foundation Full time
Job DescriptionJob DescriptionDescriptionWorking for the Purdue For Life Foundation offers a unique opportunity to be part of an organization dedicated to empowering Purdue University alumni and fostering a lifelong connection to the institution. By joining our team, you'll have the chance to contribute to a mission that supports educational initiatives, scholarships, and programs that positively impact the lives of Purdue students and graduates. The Foundation's commitment to education and community engagement provides a fulfilling work environment where you can make a meaningful difference in the lives of individuals and the broader community. Additionally, you'll have access to a network of passionate colleagues and the resources needed to drive positive change, making the Purdue For Life Foundation an inspiring and rewarding place to build your career. Your next giant leap starts here. Apply today

Essential Functions
  • Process all types of gifts to the Foundation that are received from various sources, including individuals, corporations, foundations, and other entities. 
  • Prepare and maintain biographical information in the Ascend data base, ensure data is accurate and complete.  
  • Serve as a resource to fundraising professionals, their support staff with questions regarding gift processing and recording in Salesforce Ascend. 
  • Serve as a resource to Business Managers and their support staff with questions regarding processed gifts, deposits, and corrections to gift accounts. 

Additional Responsibilities
  • Identify the method of gift entry in Salesforce Ascend by gift type and complexity. 
  • Determine correct gift amount for daily deposit. 
  • Securely process credit card gifts utilizing Bluefin devices directly posting to Ascend.
  • Process all gifts, corporate matching gifts, and major gifts.
  • Process gifts of securities.
  • Extract wire transfers from Purdue University’s Treasury data base and Purdue Research Foundation wires from the Lockbox. 
  • Daily review, research, and reconcile credit card batch loads from the Portal. 
  • Assist with Purdue Day of Giving, by answering telephones, processing call in credit card gifts and assisting Donors and Staff with gift processing questions.  
  • Process system corrections for gifts and pledges as necessary, including scanning documents for audit. 
  • Follow all cash handling procedures as legally required.
  • Scan and index gift and biographic documents for audit. 
  • Add, merge and or purge records via the Salesforce Interims process. 
  • Update records in Ascend by adding marital status, births, employment, and deaths. 
  • Assist with special biographical projects. 
  • Other duties as assigned. 

Skills, Knowledge and Abilities
  • Ability to multi-task and handle frequent interruptions. 
  • Ability to use good judgment, diplomacy, maintain confidentiality, attention to detail and work with minimal supervision. 
  • Personal computer and related software skills necessary, Salesforce experience a plus.
  • Knowledge of Purdue University/PRF cash handling procedures. 
  • Ability to work occasional evenings and holidays.
  • Must be a motivated, adaptable team player with the ability to work well with others. 

Required Education/Experience and Benefits
  • High school diploma or equivalent required. 
  • One to three years of clerical, bookkeeping and data entry experience required. 
  • Experience in assisting customer or constituent relationships through excellent verbal and written communication. 
  • University/PRF accounting experience is preferred. 

Benefits Summary for eligible employees:
  • 10 paid holidays per year.
  • Accrue up to 22 vacation days a year.
  • Traditional pre-tax 403(b) and Roth retirement plans available.
  • 10% employer contribution to your retirement plan and immediate vesting.
  • Health Savings Account- earn up to $450 annually towards medical expenses.
  • Employer funded Preventative Dental and Vision insurance. 
  • Tuition discounts on eligible programs at Purdue University and Purdue Global for qualified employees, spouses, and dependents.