Team Lead, Donations Processing

2 months ago


Toronto, Ontario, Canada Centre for Addiction and Mental Health Full time
About the Role

This is an exciting opportunity to join the Centre for Addiction and Mental Health (CAMH) Foundation as a Team Lead, Donations Processing. In this role, you will oversee the data entry process and lead a team of Donations Processing Associates, ensuring accurate and timely processing of donations.

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 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, present 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
  • Ensure the 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, sequence of tax receipt numbers
  • Create and update 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
  • Respond to and resolve 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
Requirements
  • Completion of College diploma or University degree
  • 5 years of relevant and practical work experience. A combination of relevant education and experience may be considered.
  • Extensive knowledge of and demonstrated experience working with Raiser's Edge or similar donor database management system.
  • Understanding of basic accounting/bookkeeping principles
  • Demonstrated excellent communication, interpersonal, organizational, and time management skills.
  • Strong client service skills; able to diffuse situations with upset donors/public.
  • Strong computer skills, including proficiency in Microsoft Office software, especially Excel.
  • Attention to detail and data entry skills in entering donor and financial information.
  • Ability to work with minimal supervision while prioritizing own work to handle multiple tasks and ensure established deadlines are met.
  • Demonstrated commitment to and understanding of the mission and values of CAMH.
  • Willingness to work flexible hours, occasional evenings, and weekends.


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