Donation Specialist Non-profits

Cedarstone began in 1993 as one friend helping another establish a nonprofit. We discovered that Cedarstone provides accounting and donation services to nonprofits, which allows nonprofit staff to focus on their mission. Today, Cedarstone is an international accounting organization with 200+ clients (mainly Christian) that are changing the world!

As a Donation Specialist, you’ll be a vital team member who processes donations for a group of clients to empower their services.

• Salary: $19 - $21/hour
• Job class:
  Part-time 20-24 hours/week during business hours, M-F
• Reports to:
  
  Team Lead, Donation Services
• Location:
  • Hybrid: US-based, working from our headquarters in Wheaton, IL.
  • Fully Remote:
    Allowed in the following states: AR, AZ, CO, FL, GA, IA, IL, IN, KS, MI, NC, OH, TN, TX,. No other states or international locations will be considered at this time.
• Environment: A friendly, flexible, collaborative place where people grow and work as a team.
• Benefits:
  Paid Time Off, Paid Holidays, 401(k) with company matching, Voluntary benefits (Vision, Dental, Telemedicine, Accident & Illness Insurance)

• Record and classify donations in CRMs in a timely and accurate manner following standardized processes.
• Record donations in accounting systems as journal entries (JEs) in a timely and accurate manner following standardized processes.
• Reconcile donation totals between accounting systems and CRM systems on a monthly basis following standardized processes.
• Research any incomplete data to ensure accuracy of recorded transactions.
• Create and send donation acknowledgements and receipts to donors following standardized processes.

• Client engagement. Communicate with each client at an agreed-upon frequency. Initiate ad hoc client conversations as situations arise.
• Communication. Receive client and donor emails and calls. Proactively ask clients and donors questions related to donations that may require investigation. Respond to questions and follow up on action items in a thoughtful, timely manner.
• Explanations. Explain information and next steps in a clear way to clients and donors.

• Cross-functional orientation. Understand how Donation Specialists work cross-functionally with other Cedarstone teams for efficient service delivery to clients.
• Teamwork. Assist in client onboarding, and provide backup coverage to other Donation Specialists.
• Client relationship teams. Meet with select client service teams at an agreed upon frequency to ensure client commitments are met and staff questions addressed.
• Work assignments. Perform work assigned to you.
• Training. Participate in prescribed training for your growth and development.
• Support. Ask for support from your supervisor and others that can help resolve client problems and enhance communication with clients.

• Internal resource. Be a resource for other Donation Specialists by providing technical expertise or communication advice as they resolve client issues.

• Collaborate with other Donation Specialists and staff to identify process improvement opportunities, brainstorm solutions, and initiate implementations that can enhance efficiency, accuracy, and productivity across all Donation teams.

• Document processes to ensure work could be carried on by someone else.
• Perform other responsibilities as assigned and attend various Cedarstone meetings.

• External audits and Form 990. Assist Accountants and auditors by running requested donation reports by clients’ annual audit deadlines.

• 1+ years experience working in a business office environment.
• 2 or 4 year degree.

• Knowledge of common business practices.
• Researc…