Analyst, Gifts & Records

Summary

UF Advancement Classification*

Under general supervision, this position will be responsible for independent judgment, critical thinking and communication with colleges/units to ensure timely and accurate processing of gifts and biographical records in UF Advancement’s donor database.

Examples of Work

Job functions are specific duties that would be included in the essential functions of the job description.  These functions are not all-inclusive nor do they cover the full extent of the duties performed.

• Analyze gift, non-gift, and quid pro quo transactions given through various giving vehicles including online giving, mail solicitations, gifts-in-kind; payroll deduction; event registrations; securities; realized estates and pledges.
• Decide appropriate transaction, purpose and receipting codes for gifts while maintaining all monthly, annual and project deadlines.
• Review and communicate with colleges/units on transactions that have been red-flagged with processing questions.
• Research money received without proper documentation to ensure proper handling.
• Preserve the data hygiene of the donor database by verifying and updating biographical/entity information per gift batches, alumni memberships, Annual Giving, emails, unit requests, Phonathon reports, obituary registries, data services and special projects.
• Create new entities, both individual and corporate, within the Advance Database.
• Assist with the processing of gift and pledge reversals/corrections.
• Identify pledge problems/reconciliation with database management policies and procedures and provide input into their revision.
• Audit and mail IRS tax receipts to donors.
• Research donor information to accurately update biographical records and avoid creating duplicate records by utilizing LexisNexis and other online tools.
• Perform ongoing data and process audits to ensure data integrity is maintained.
• Execute best practices in Gifts and Records, office systems, files and record keeping, and effective use of all resources and tools.
• Provide coverage of shifts in PCI-compliant secure room; this includes opening and processing of mail and verifying data on cash, checks, credit cards and back-up.
• Maintain security of donor and payment information and methods.
• Respond to inquiries received from donors, Advancement, and the University.
• Ensure compliance with industry standards for gift recording, reporting and handling of confidential data.

Education and Experience

High school diploma or equivalent and one year of relevant experience.

Licensure and Certification

N/A

Supervision

This position does not typically include supervisory responsibility.

*Reserved Classification – Use of this classification outside of UF Advancement requires prior approval by Classification and Compensation

To see common career pathways for each position at the University of Florida please visit the Career Paths section of the UFHR website.