Director of Gift Operations and Compliance

Director Of Gift Operations & Compliance

Insight Global is seeking a Director of Gift Operations & Compliance for one of our nonprofit clients. This leader will oversee gift processing, donor data management, compliance, stewardship operations, and fundraising systems to ensure accurate gift administration, strong data integrity, regulatory compliance, and operational support for fundraising growth.

Responsibilities

Gift Processing & Compliance

• Oversee processing and administration of all gift types, including cash, checks, credit cards, securities, donor-advised funds, planned gifts, matching gifts, and online contributions.

• Ensure timely gift recording, acknowledgments, receipting, and information sharing.

• Develop and maintain gift acceptance, processing, and compliance policies.

• Monitor processing performance metrics and service-level agreements.

• Ensure compliance with IRS regulations, accounting standards, and organizational policies.

• Oversee charitable solicitation and charitable gift annuity registrations and renewals.

• Manage documentation for restricted and complex gifts in partnership with Finance and Foundation teams.

Revenue Reconciliation & Accounting

• Partner with Accounting and Finance to reconcile gifts monthly between the donor database and general ledger.

• Review gift and grant agreements to ensure proper GAAP-compliant accounting treatment, including revenue recognition, restrictions, pledges, and in-kind gifts.

• Support grant reporting requirements and ensure appropriate fund utilization.

• Assist with annual audits, including gift reports, pledge schedules, and supporting documentation.

Fundraising Operations

• Lead fundraising operations strategy and process improvement initiatives.

• Optimize fundraising workflows and operational effectiveness.

• Manage campaign coding, gift allocation structures, and reporting requirements.

• Support annual giving, major gifts, planned giving, grants, and special fundraising initiatives.

• Develop operational plans that support fundraising revenue growth.

Data Management & CRM Administration

• Maintain data integrity across CRM and fundraising systems.

• Oversee constituent records, data imports/exports, integrations, and pledge tracking.

• Partner with technology teams on CRM enhancements, conversions, and system implementations.

Reporting & Analytics

• Develop dashboards and reports for fundraising leadership and executive management.

• Analyze fundraising trends, donor retention, campaign performance, and pipeline development.

• Provide forecasting and revenue analysis to support strategic planning.

• Ensure data accuracy for board reporting, audits, and regulatory filings.

Leadership

• Supervise gift processing, donor records, and compliance staff.

• Establish goals, performance expectations, and professional development plans.

• Foster a culture of service, accountability, accuracy, and continuous improvement.

• Lead cross-functional projects and operational initiatives.