Donation Specialist for Non-profits

DONATION SPECIALIST

OVERVIEW

Cedarstone began in 1993 as one friend helping another establish a nonprofit. We discovered that when Cedarstone provides accounting and donation services to nonprofits, it enables nonprofit staff to pour more energy into 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)

RESPONSIBILITIES

Donation Processing 

● 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 and Donor Engagement 

● 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.

Staff Engagement 

● 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.

Knowledge Sharing

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

Process Improvement 

● 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.

General 

● Document processes to ensure work could be carried on by someone else.

● Perform other responsibilities as assigned and attend various Cedarstone meetings.

Audits 

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

QUALIFICATIONS

o Experience and education

○ 1+ years experience working in a business office environment.

○ 2 or 4 year degree 

● Skills

○ Knowledge of common business practices.

○ Research and problem-solving skills. Good at figuring out puzzles.

○ Organizational abilities.

○ Highly proficient in Excel

○ Some knowledge of finance/accounting

○ Donor CRM system knowledge a plus.

○ Good written, verbal, and interpersonal communication skills.

○ Attention to detail and good organization skills.

○ Adept at fixing own mistakes.

○ Excellent time management skills and ability to establish priorities.

○ Excellent relationship-building skills that cultivate client trust.

● Attributes

○ Team-focused with a commitment to delivering high-quality services to Cedarstone’s internal stakeholders and clients.

○ Ability to work independently and as part of a team.

○ Strong ethical standards and integrity.

○ Others-focused, curious, asks good questions, and is a great listener.

○ Naturally think in terms of frameworks.

○ Ability to multitask and work with several clients with differing requirements.

○ Demonstrate an attitude of service and willingness to help others.

● Essential Job Functions

○ Must be able to work on a computer for extended periods.

○ Ability to review and process financial documents with attention to detail and accuracy.

○ Must be able to communicate effectively via email, phone, and video conferencing.

○ Ability to sit or stand at a desk for prolonged periods, with reasonable accommodations available.

○ Remote work requires access to a secure and quiet workspace.

This job description may not be all-inclusive of the position’s requirements..

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