Director, Gift Operations and Compliance

Position Title:

Director, Gift Operations and Compliance

PBS Foundation

PBS Foundation

Regular, Full time Exempt

VP, Advancement

The Director of Gift Operations leads the strategy, management, and continuous improvement of gift processing, donor data management, gift compliance, stewardship support, and fundraising operations. This role ensures the integrity of donor and financial data, oversees gift administration processes, supports fundraising effectiveness, and provides leadership for operational systems that enable philanthropic growth.

The Director serves as a key partner to the Foundation team, Finance, Marketing, and Executive Leadership, ensuring that gifts are processed accurately, donors receive exceptional service, and fundraising teams have reliable data for decision-making.

• Oversee all gift processing and administration activities, including cash, checks, credit cards, securities, donor-advised funds, planned gifts, matching gifts, and online contributions.
• Ensure timely and accurate recording, acknowledgment, and receipting of donor gifts.
• Ensure timely sharing of relevant information.
• Develop and maintain gift acceptance, processing, and compliance policies.
• Monitor service-level agreements and processing performance metrics.
• Ensure adherence to IRS regulations, accounting standards, and organizational policies.
• Oversees the timely preparation and submission of annual compliance reports for the various state charitable solicitation and charitable gift annuity registrations/renewals.
• Oversees the documentation for restricted and complex gifts in collaboration with Accounting, Finance, and Foundation staff.

• Collaborate closely with the Accounting and Finance departments to reconcile gifts monthly, ensuring alignment between the development database and the general ledger.
• Review gift and grant agreements to ensure proper accounting treatment following GAAP, nonprofit sector standards, and internal standards. Apply proper accounting treatment to gifts following GAAP and nonprofit sector standards, including revenue recognition, restrictions, pledges, and in-kind valuation.
• Assist Finance in working with the various program departments to ensure spending complies with the gift and grant agreements as applicable; provide reporting documentation for grants as needed.
• Work with Accounting and Finance to support annual audits, providing documentation such as gift reports, pledge schedules, and donor backup.

• Lead fundraising operations strategy and process improvement initiatives.
• Collaborate with Foundation leadership to optimize fundraising workflows.
• Manage campaign coding, gift allocation structures, and fundraising reporting requirements.
• Support annual campaigns, major gifts, planned giving, grants, and special fundraising initiatives.
• Develop operational plans that support revenue growth objectives.

• Maintain data integrity within the donor database and related fundraising systems.
• Oversee constituent record management, data imports, exports, and integrations.
• Ensure accurate tracking of pledge agreements and payments.
• Partner with technology teams on CRM enhancements and system implementations.

• Develop dashboards and performance reports for fundraising leadership and executive management.
• Analyze fundraising trends, donor retention, pipeline development, and campaign performance.
• Provide forecasting and revenue analysis to support strategic planning.
• Ensure data accuracy for board reports, audits, and…