Gift andamp; Records Processing Specialist

About University of Massachusetts Amherst Foundation
Established in 2003, the University of Massachusetts Amherst Foundation (UMAF), a private 501(c)(3) nonprofit organization, exists to raise philanthropic funds in support of the University of Massachusetts Amhersts mission and highest aspirations. Located on the Amherst campus and wholly dedicated to supporting the Universitys mission, UMAF is a separately governed nonprofit organization with its own health, wellness, and retirement benefits. UMAF serves the University of Massachusetts Amherst community by serving as a best practices resource for fundraising strategy and implementation.
About the role
The Gift & Records Processing Specialist performs essential operational tasks to ensure accurate and timely recording of donor gifts and the maintenance of constituent biographical information within UMAFs constituent relationship management (CRM) system on Salesforce Education Cloud. This position supports UMAFs fundraising, accounting, and donor stewardship functions by processing gifts, managing data uploads, and ensuring the integrity of financial and biographical information.

This position functions as part of the Gift and Donor Services team and collaborates closely with colleagues across Advancement Services and Foundation Information Technology teams.

Location
:
This is a full-time hybrid position and is open to employees in select US states:
Massachusetts, New York, Connecticut, Rhode Island, and New Hampshire.
What you'll do
Gift Processing and Data Management Process and record all philanthropic gifts received via cash, check, credit card, EFT, securities, and online giving portals.

Verify donor intent, designation coding, and compliance with UMAF policies and IRS regulations.

Review, enter, and reconcile pledges, pledge payments, and adjustments, including reversals and write-offs as directed.

Generate and distribute donor receipts and pledge statements in accordance with established procedures and schedules.

Assist with daily and monthly gift batch reconciliation.

Maintain documentation for all transactions to support audit and compliance requirements.
Biographical Records and Data Integrity Maintain and update constituent records in Salesforce, including but not limited to contact information, employment, marital status, degrees, affiliations, activities, awards, special handling, and relationship data.

Conduct research and verify biographical updates from trusted external and internal sources.

Process change requests submitted by Advancement colleagues and ensure appropriate data validation.

Create new constituent records and maintain proper data relationships and affiliations in the CRM.Participate in data quality reviews and assist with standardization of biographical and gift data processes.
Salesforce CRM and Data Loader Operations Use Salesforce data management tools to import, update, or export data related to gifts, pledges, and biographical information.

Validate data formatting and troubleshoot integration or mapping errors.

Support data migration, testing, and clean-up projects during CRM enhancements and new feature rollouts.

Document standard operating procedures for data upload, mapping, and maintenance tasks.

Collaborate with the Information Systems and BI teams to improve data integrity across Advancement systems.
Collaboration and Customer Service Provide professional, courteous customer service to donors, internal colleagues, and campus partners.

Respond to inquiries related to gift posting, receipting, and donor records.

Serve as a cross-trained backup within the Records & Gift Processing team during periods of high volume or staff absences.

Participate in departmental meetings, audits, and data governance initiatives.
Other Duties as Assigned (10%)UMAF continues to grow and evolve. The Specialist will assist with additional projects, process improvements, and data initiatives as assigned.
Qualifications
Associates degree required;
Bachelors degree preferred.

Minimum of 23 years of experience in advancement services, gift processing, data management, or accounting.

Experience with Salesforce Education Cloud or similar CRM systems.

Familiari…