Gift and Data Services Associate

POSTED: July 1, 2022
BUSINESS: Purdue for Life Foundation
POSITION TYPE: Full-time
START DATE: Immediate Availability

Essential Functions

  • Process all types of gifts to the Foundation that are received from various sources, including individuals, corporations, foundations, and other entities.
  • Prepare and maintain biographical information in the Ascend data base, ensure data is accurate and complete. 
  • Serve as a resource to fundraising professionals, their support staff with questions regarding gift processing and recording in Salesforce Ascend.
  • Serve as a resource to Business Managers and their support staff with questions regarding processed gifts, deposits, and corrections to gift accounts.

Additional Responsibilities

  • Identify the method of gift entry in Salesforce Ascend by gift type and complexity.
  • Determine correct gift amount for daily deposit.
  • Securely process credit card gifts utilizing Bluefin devices directly posting to Ascend.
  • Process all gifts, corporate matching gifts, and major gifts.
  • Process gifts of securities.
  • Extract wire transfers from Purdue University’s Treasury data base and Purdue Research Foundation wires from the Lockbox.
  • Daily review, research, and reconcile credit card batch loads from the Portal.
  • Assist with Purdue Day of Giving, by answering telephones, processing call in credit card gifts and assisting Donors and Staff with gift processing questions. 
  • Process system corrections for gifts and pledges as necessary, including scanning documents for audit.
  • Follow all cash handling procedures as legally required.
  • Scan and index gift and biographic documents for audit.
  • Add, merge and or purge records via the Salesforce Interims process.
  • Update records in Ascend by adding marital status, births, employment, and deaths.
  • Assist with special biographical projects.
  • Other duties as assigned.

Knowledge/Skills/Abilities

  • Ability to multi-task and handle frequent interruptions.
  • Ability to use good judgment, diplomacy, maintain confidentiality, attention to detail and work with minimal supervision.
  • Personal computer and related software skills necessary, Salesforce experience a plus.
  • Knowledge of Purdue University/PRF cash handling procedures.
  • Ability to work occasional evenings and holidays.
  • Must be a motivated, adaptable team player with the ability to work well with others.

Education/Experience

  • One to three years of clerical, bookkeeping and data entry experience required.
  • Experience in assisting customer or constituent relationships through excellent verbal and written communication.
  • University/PRF accounting experience is preferred.

If you are interested in applying, please click here to begin the process: https://www.applyatprf.com.

A criminal conviction check and negative controlled substance test are required for employment in this position. 

Purdue Research Foundation is an equal opportunity, affirmative action employer. PRF views, evaluates, and treats all persons in all Foundation-related activities solely as individuals on the basis of their own personal abilities, qualifications, and other relevant characteristics.  All qualified applicants for employment will receive consideration without regard to race, religion, color, gender, national origin or ancestry, genetic information, marital status, parental status, sexual orientation, gender identity and expression, disability, or status as a veteran.        

 

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