Gift Processing Specialist

Job Details

Level: Experienced

Job Location:

United Way of Dallas - Dallas, TX 75202

At United Way, we believe in the power of unity and equity to create lasting change. United Way of Metropolitan Dallas is a social change organization that unites the community to create access and opportunity for all North Texans to thrive. We bring together passionate change‑makers alongside corporate, civic and nonprofit partners to drive lasting change and equity in education, income and health—the building blocks of opportunity.

And for nearly 100 years, North Texans who share this passion have joined with us to LIVE UNITED.

The Gift Processing Specialist is responsible for the accurate and timely processing of a high volume of donations and payments in the organization’s CRM system. This role audits supporting documentation to ensure it meets organizational, GAAP, and IRS––––requirements; determines the appropriate coding based on the organization’s revenue reporting structure; and identifies and implements record updates as needed.

Key functions include entering donation information and ensuring all work is completed with a high degree of accuracy, confidentiality, and adherence to established policies and procedures.

• Mission‑Focused: Create real social change that leads to improving lives in our community through support and participation in United Way ofిఁ Metropolitan Dallas event.
• Relationship‑Oriented: Communicate effectively to develop, grow and sustain productive relationships. Knows how to capture and record relevant information and how to interpret and utilize the information to forge partnerships, collaborate, cultivate, grow, sustain, and strengthen internal and external relationships.
• Results‑Driven: Dedicated to shared and measurable goals; creating, resourcing, scaling, and leveraging strategies and innovations for broad impact.
• Stewardship: Our actions, behaviors, and decisions on behalf of our donors must be transparent, meet the highest ethical standards, and align with organizational goals.
• Culture of Collaboration, Inclusion, and Engagement: Committed to participating in cross‑functional organization activities that contribute to UWMD’s goal of building and sustaining a high‑performance organization and advancing a culture of collaboration and inclusiveness across the organization.

Review donation and payment batches to ensure documentation meets GAAP, IRS, and UWMD requirements and contains all information necessary for accurate processing.

• Research donors and company giving history to determine appropriate coding, designation, and revenue alignment.
• Proactively access third‑party portals and platforms to retrieve missing or required donation documentation.
• Compile, sort, and format spreadsheets to prepare donation data for import and posting into the CRM system.
• Enter donation and payment data through manual entry and imports, ensuring accuracy and reconciliation to control totals.
• Investigate and resolve system errors, rejected items, and discrepancies within the processing workflow.
• Escalate issues and discrepancies to appropriate leadership and stakeholders in a timely manner.กรม
• Complete all assigned month‑end closing activities by established deadlines.
• Participate in the team rotation for processing incoming organizational mail.
• Maintain and update company and donor processing profiles to support future accurate entry.
• Collaborate with Resource Development and other teams to obtain gift agreements, donor intent documentation, and required approvals.
• Support other processing, data quality, and system improvement initiatives as needed.
• Provide responsive, accurate customer service to both internal and external stakeholders.
• Handle all donor and financial information with strict confidentiality and care to reinforce donor trust.

• Exceptional attention to detail with strong organizational, data management, and quality control skills
• Ability to manage multiple priorities and deadlines in a fast‑paced, high‑volume environment
• Proficiency with CRM systems and Microsoft Excel (sorting, filtering, formulas,…