The Foundation Gift Analyst position is responsible for the accurate and timely processing of all gifts received by the Foundation, including gifts made by cash, checks or credit cards, payroll deductions, pledge commitments, employer matching gifts, stock transfers, gifts-in-kind and planned gifts. This position involves researching and analyzing gifts to ensure appropriate donor credit and proper fund designation, as well as identifying discrepancies and adjusting records as deemed necessary. This position generates tax receipts daily and annually, in accordance with applicable regulations. The Foundation Gift Analyst is also responsible for reconciling gifts recorded in the CRM to the bank deposits received per review of daily bank activity, managing the monthly pledge reminder process, and updating donor records based on supporting documentation received as needed.
Daily gift processing
Sort and organize gifts received via mail, phone, or hand delivered with cash, checks or manual credit card payments; lookup donor ID in the CRM (Raiser’s Edge), if not provided; decipher and interpret information provided (if any) with the payment regarding fund designation to which the payment should be credited; deposit all checks through the Huntington Bank remote deposit function, using only the authorized secure
Link online transactions from Blackbaud Net Community (BBNC) to the appropriate donor ID, fund, and tributes (for donations) and registrants and guests (for events); generate batches from BBNC transactions; reconcile with Blackbaud Merchant Services (BBMS) credit card processing
Verify and confirm gifts for matching gift requests from donor employers; set up matching gift pledges once confirmed; apply payments from the matching gift employer to the appropriate matching gift pledge, assigning appropriate soft
Determine original donors and/or matching gift companies for gifts received via third-party administrator entities (i.e. Cyber Grants, YourCause, ); ensure gifts are recorded accurately.
Manage pledges and recurring gifts, and associated payments, made by biweekly and monthly payroll deductions, as well as payments via other payment
Review bank activity daily for ACH deposits or wire transfers to ensure all receipt activity is recorded; evaluate gift information to ensure gift
Ensure all payments are applied to pledges or recurring gifts, if applicable, and have appropriate soft credit Review and commit batches entered by other gift analysts and enter batch information into Daily Batch Log.
Run the Post-o-Matic process at the end of each day; reconcile post report to the Daily Batch
Generate and send tax receipts for all gifts in accordance with applicable federal, state, local regulations and university
Scan and/or upload all supporting documentation for gifts into OnBase indexing by batch number; ensure compliance with all PCI
Monitor the office firstname.lastname@example.org email box; complete research needed for inquiries from donors, University Advancement staff, and other university employees; respond to all inquiries in a timely
Pledge Management (daily/monthly)
Set up new pledges in the CRM including installment schedules, planned payment method, autopay via credit card (if applicable), and appropriate fund designation, in accordance with applicable accounting regulations and university policies; apply pledge payments when received to appropriate pledge and installment; send pledge reminders monthly for installment payments due in the following month or overdue; approve pledge reductions related to third- party payments; analyze pledge balances monthly for collectability, make adjustments as necessary, and provide recommendations for write-offs to
Gift Imports (weekly)
Access gift information (.txt files) from third-party systems (NGOC/Salesforce/MSB for WBGU-TV and PacFund for Athletics); convert file into format needed for import process using Microsoft Excel; run import process to create batches within the CRM; reconcile gift batches with separate merchant service accounts and amounts received in bank; track fees associated with credit card
Collaborate with University Advancement Planned Giving staff to record and document all new and revised planned
Record all gifts received via stock transfer based on valuation documentation received from Foundation
Deadline to apply: The search committee will review applications until the position is filled; however, for best consideration, applications should be provided by ‘July 26, 2023’.
Bowling Green State University is an Affirmative Action/Equal Opportunity Educator and Employer . We are committed to a multicultural environment and strongly encourage applications from women, minorities, veterans and persons with disabilities. In compliance with the ADA Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position with Bowling Green State University, please call 419-372-8421 or
Associate’s Degree must be conferred at time of application
The following Degree is preferred:
Associate’s degree in Business or related field of study
The following Experience is required:
1 year of experience in 1 of the following:
working in a business, finance or other related field where accurate, reliable data entry was a significant and critical portion of the position (e.g. gift processing, AP, bank teller activities, receivables work)
experience with and/or in the nonprofit sector in a business, finance or other related capacity (e.g. nonprofit accounting, data/records management, ),
2 years of experience as a GA or student employee is equal to 1 year of professional experience
Bowling Green State University is a nationally ranked public university committed to redefining student success in a high-achieving, innovative environment. In 2021, Forbes ranked BGSU as the No. 3 midsize employer in the United States, highlighting the University’s commitment to its faculty and staff. Serving as the core of the University’s academic community, more than 800 full-time faculty members are engaged in teaching, research and creative activities, with over 2,000 full-time staff members to support the operations and education of over 20,000 students. Bowling Green State University provides experiences that enhance lives. Students are prepared for lifelong career growth, lives of engaged citizenship and leadership in a global society. U.S. News and World Report names BGSU as one of the top public universities nationwide with a strong commitment to first-year programs that lead to success. Within our transformative learning community, we build a welcoming, safe and diverse environment where the creative ideas and achievements of all can benefit others throughout Ohio, the nation and the world.