Donations Processing Team Lead
4 weeks ago
About the Opportunity
This pivotal role oversees data entry processes and leads a team of Donations Processing Associates, driving the Centre for Addiction and Mental Health (CAMH) Foundation's sustainable growth. The successful candidate will have extensive knowledge of and demonstrated experience working with Raiser's Edge or similar donor database management systems.
Key Responsibilities:
- Oversee data entry work performed by Donations Processing Associates, ensuring adherence to organizational standards and CRA guidelines.
- Train and supervise Donations Processing Associate and contract staff.
- Provide guidance to CAMH Foundation members related to donations processing, receipting, and fund codes.
- Create, review, and update donations processing process documents, including training for staff involved in the process.
- Participate in Finance 101 onboarding for new staff, presenting sections related to donations.
- Prepare and distribute monthly pledge report to Philanthropy and Partnership teams.
- Generate Courtesy Reminders based on the pledge report, including formatting with donor-facing pledge descriptions and donor manager information.
- Collaborate with Philanthropy and Partnerships teams to adjust overdue pledge schedules.
- Manage and reconcile gifts coded to suspense fund, coordinating with Philanthropy, Partnerships, and Finance teams for proper coding in a timely manner.
- Evaluate data integrity of incoming donations, processing them and issuing acknowledgments within agreed-upon organizational standards.
- Generate charitable tax receipts and thank-you letters appropriate to the donation and distribute to the development and donor experience teams for mailing. Also, update and upload any new tax receipt letters.
- Manage continuity of tax receipts, including cancelled/damaged receipts and sequence of tax receipt numbers.
- Develop and maintain queries to track necessary manual updates, such as online gifts requiring fund designation or corporate donations needing conversion and receipting outside standard procedures.
- Liaise with other departments to plan workload effectively.
- Collaborate with Hospital Finance to establish payroll deductions and review payments potentially intended for the hospital.
- Host bi-weekly meetings with Donations Processing Associates and Donor Experience team to address issues and challenges.
- Assist Financial Analyst in reconciling discrepancies between information in Raiser's Edge and the General Ledger.
- Address Foundation, Hospital, and donor inquiries and discrepancies regarding gifts, tax receipts, and other donor/gift information.
- Support Finance team in gathering information for audits.
- Perform any other ad-hoc tasks as assigned.
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