Gift Processing Specialist presso United Way of Rhode Island

Job Title: Gift Processing Specialist, GNEF & Payroll Processing, Data & Business Operations

Salary Range: $39,000.00 - $58,500.00  

About United Way of Rhode Island:  

Our vision is a Rhode Island where every individual in each community has an equal opportunity for justice and prosperity. Since our inception in 1926, the United Way of Rhode Island has effectively moved people from crisis to stability while working to shore up the systems that provide support across the community. When called to action in the face of a global pandemic, we proved that we were built over the last 95+ years to be uniquely equipped to effectively harness resources from government, corporations, nonprofits, and individuals to address the many significant crises affecting all of us. 

The pandemic spotlighted how the war on poverty during the past 50+ years has not created opportunity and prosperity for all community members. In particular, where you live and the color of your skin can make it challenging to live, learn, and thrive in Rhode Island. That is why, we’re committed to a mission of uniting our community and resources to build racial equity and opportunities for all Rhode Islanders. 

To deliver on our goals we must go "deep, rather than wide," with investments and partners to target the root causes that have thwarted Rhode Island's ability to thrive. We serve all Rhode Islanders in need by tackling Rhode Island's great challenge: 

Reversing the racial inequities that have plagued Rhode Island's Black, Brown, and Indigenous communities for generations. 

That means we are applying all our assets and approaches, including delivery of direct services, strategic community investments, advocacy, and coalition-building to create a better Rhode Island for all. We are applying these tools in the following areas of need: 

• Lift United: We invest in affordable housing, improve care coordination, and expand access to adult education and job training opportunities. We also support the growth and stability of women- and minority-owned businesses. 

• Achieve United: We work to ensure that all Rhode Island children walk into the classroom ready to learn. This includes increasing literacy levels and expanding access to after-school and out-of-school-time learning programs. 

• Invest United: We build nonprofit resiliency and sector leadership development through our Invest United pillar. We empower donors, engage corporations, and connect Rhode Islanders with giving and volunteer opportunities. 

• Advocate United: Through research and public policy, we drive systemic change through our Advocate United pillar. And, because democracy is not a spectator sport, we train Rhode Islanders to be advocates and work to increase voter turnout. 

Learn more about United Way of Rhode Island at https://www.unitedwayri.org/. 

Position Summary: The Gift Processing Specialist is responsible for detailed entry of Good Neighbor Energy Fund (GNEF) and payroll processing, into the constituent relationship management (CRM) system through a variety of electronic tools and processes. The position also provides back up for the Gift Processing Specialist. This role works across the organization to support the Philanthropy, Finance, and Operations and will serve as a primary contact for donor database accuracy and reporting. Utilizing various procedures, processes, and innovative technological tools, this position ensures the entry of donor gifts adhere to donor intent and entered in a timely, accurate manner.

Duties and Responsibilities

Pledge Processing

• Processes and maintains records and documentation of all GNEF gifts, pledges and donor-related transactions as well as processing payroll deductions in the donor database. Serves as back up for the Gift Processing Specialist.
• Produces timely and accurate acknowledgement of gifts: printing of letters, envelopes, and reminders from the donor database.
• Responsible for data integrity and cleanup of the donor database, returned mail, etc.
• Responsible for entering new constituent records as well as updating existing ones in the donor database.
• Manage tracking and accountability for all envelopes and transactions.

Agency Database

• Confirm 501(c)(3) status of new designated agencies at time of data entry and resolves any unidentified or ineligible designations with donor.
• Maintain database of not-for-profit agency information and verifications of eligibility status and ensures they are currently active for receipt and distribution of donor designations.
• Maintain and update the CRM database for accuracy of agency contact information: name changes, mergers, and closures.

Donor Database Management

• Develop and generate regular and ad hoc reports on campaign progress, mailing lists, and other needs.
• Assist as needed with duplicate records and correct errors in data input of records.
• Update records with new donor preferences and contact information, per pledge forms.
• Assist with building E-Pledge sites and running reports when needed. 
• Records all account information per pledge forms with accuracy. 

 Personalized Equity Journey

• Develop and implement a personalized, individual equity growth plan to establish and track competency baselines. 
• Participate in annual equity training. 
• Support UWRI JEDI initiatives (e.g., Equity Challenge) and participating/supporting agency groups (e.g., Heritage and Professionals, Employee Resource Groups (ERGs) and Culture, Equity and Strengths Committee (CES)).  
• Participate in community, state or national (e.g., United Way Worldwide) JEDI growth opportunities.

Knowledge, Skills & Abilities

• Organizational Skills: Exceptional ability to manage multiple tasks, priorities, and deadlines simultaneously.
• Communication Skills: Strong written and verbal communication skills with the ability to convey complex information succinctly.
• Attention to Detail: High level of accuracy in managing record keeping, data entry, and the management of confidential information, documents, and workflows.
• Problem-Solving: Forward-thinking mindset with the ability to anticipate needs, troubleshoot issues, and find proactive solutions.
• Technical Skills: Experience with CRM and donor management systems.
• Discretion: Ability to manage confidential and sensitive information with integrity.
• Self-Sufficiency: Ability to work independently with minimal supervision, demonstrating initiative and ownership of tasks.
• Adaptability: Flexibility to adapt to changing priorities and urgent tasks while maintaining high-quality work.
• Demonstrated ability to work collaboratively with cross-functional teams and foster a positive team environment.
• Experience supporting diverse groups and working in an inclusive environment is desirable.

Disclaimer: This job description is intended to convey the essential functions of this position and it is not intended to be an exhaustive list of skills, duties, responsibilities or working conditions associated with the position.  

United Way of Rhode Island is an equal opportunity employer and we encourage members of traditionally underrepresented communities to apply.