Donor Services & Gift Processing Assistant
Job Details
Tigard OR - ,
Full-Time
Admin - Clerical
Description

The Donor Service and Gift Processing Assistant contributes to the calling of Medical Teams International by fostering long-term engagement among the core donor base through excellent and accurate communication. It ensures that donors experience high-quality interactions with the organization by implementing the key tenants of donor relations: acknowledgement, stewardship, recognition, and engagement. This position requires an individual who is highly detail oriented, and who can learn and comprehend a complex database with highly detailed policies and procedures. This position will work to maintain positive interactions with donors by working with the Marketing Coordinator and the Gift Processing Assistant to ensure timely acknowledgements are made while also protecting donor confidentiality.

 

Medical Teams International Calling: 
Daring to love like Jesus, we boldly break barriers to health and restore wholeness in a hurting world.
 

ESSENTIAL DUTIES AND RESPONSIBILITIES

Donor Service:

  • Serve as a contact for donor calls, questions, and complaints, responding quickly and appropriately via phone, email, and social media channels. Ensure current procedures are documented appropriately in the donor service playbook.
  • Ensure excellence in donor experience through individual interpersonal experience. Look for opportunities to improve retention and donor experience.
  • Support gift acknowledgement/receipting and thank you cards for donors. Ensure changes within structure are effectively communicated to all relevant parties and necessary changes implemented.
  • Troubleshoot donor questions regarding gifts, donor advised funds, employee matches, etc.
  • Update and maintain accurate constituent records in Dynamics CRM. Work with other teams as needed to ensure records are complete and meet needs for reporting.
  • Troubleshoot credit card issues after escalation from Gift Processing, including monthly donor credit card expirations.
  • Execute outbound telephone calls for lapsed donors, upgrades, and monthly giving program as assigned.
  • Support and respond to inquiries that come into the Medical Teams International info mailbox.

Gift Processing:

  • Assist in the gathering of all donations for Medical Teams, via multiple channels, and prepare for data entry.
    • Retrieve web credit card gifts and process manual credit card gifts and import into CRM system.
    • Assist with the recurring gift process, including adding and updating credit card and ACH info, making any donor advised changes, validate charges processed and research any that fail.
    • Assist in entering daily receipt of all donations through the Lockbox.
  • Process receipts daily, creating accurate and timely gift acknowledgments.
  • Update donor information in Dynamics CRM as appropriate and per department guidelines.

Other Duties:

  • Support safeguarding of program participants and employees through promoting an environment of awareness and upholding the code of conduct provisions of Medical Teams Protection from Sexual Exploitation & Abuse, Child & Vulnerable Adult protection, and harassment-free workplace policies.
  • Utilize volunteers when appropriate.
  • Backup for receptionist and mail at front desk.
  • Maintain donor confidentiality.
  • Additional duties as assigned.
Qualifications

EDUCATION, LICENSES, & CERTIFICATIONS                                                                                                                                                         

Required:

  • Associates degree in marketing or related field

EXPERIENCE                                                                                                                                                                                                                              

Required:

  • History of successfully managing multiple tasks simultaneously.
  • Minimum 1 year experience doing complex data entry using a database system such as Microsoft Dynamics CRM, The Raisers Edge, or Salesforce.
  • 1 year experience in marketing, customer service, or similar role.

Preferred:

  • Non-profit experience.

KNOWLEDGE, SKILLS & ABILITIES                                                                                                                                                                               

Knowledge:

  • Knowledge of the key tenants of marketing, donor relations, and/or customer service.

Skills:

  • Excellent relational and interpersonal skills.
  • Skilled at project management and problem solving.
  • Moderately skilled with office software: Microsoft Word, Excel, and PowerPoint. 
  • Moderately skilled with communication software: Outlook and Teams
  • Moderately skilled working in a relational database such as CRM, Raisers Edge, or Sales Force.

Abilities:

  • Commitment to Medical Teams International Calling Statement and Core Values.
  • Ability to work collaboratively with others.
  • Ability to work eight hours daily between 8:00 AM and 5:00 PM.
  • Ability to be results-focused, organized, detail orientation, and able to work with minimal supervision.
  • Self-starter with the ability to independently plan, organize, and follow through on tasks.
  • Ability to communicate professionally and effectively with all constituents.
  • Ability to maintain and protect donor confidentiality.
  • Ability to apply creativity, problem solving, and good judgement in addressing donor related issues.
  • Ability to be flexible and willing to adjust activities and priorities to take on new responsibilities as needed.
  • Ability to thrive in a fast-paced environment.

PHYSICAL REQUIREMENTS & WORKING CONDITIONS

Physical Requirements:                                                                           

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee must be able to: 

  • Frequent use of a personal computer, database and digital platforms, and other office productivity machinery, such as a copy machine and computer printer.
  • Frequently uses hands, fingers, and arms to reach, handle, touch or feel equipment, medical instruments, materials, computer.
  • Frequent communication and exchange of information among colleagues and persons of concern which requires the ability to speak, hear, convey and express oneself.
  • Frequent close vision and the ability to adjust focus.
  • Occasionally ascends/descends stairs, steps, or ladder.
  • Occasionally move about inside an office to access file cabinets, office machinery, meet with colleagues, etc.
  • The employee must occasionally lift and/or move up to 10 pounds. 
  • Seldom to occasionally positions self to Stoop, kneel, crouch, or crawl.
  • If in travel status, occasional to frequent traversing over rough or steep terrain in either a motor vehicle or on foot.

Work Environment:

  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • The noise level in the work environment is usually moderately quiet.
  • The employee may be required to travel to remote areas of the world where there are potential health hazards and risks, limited hygiene facilities, extreme hot or cold weather, and very basic living conditions. 
Our Calling
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