United Way of North Central New Mexico is dedicated to connecting people to opportunities and services to improve lives and strengthen communities. The Finance & Donor Relations Specialist is responsible for managing donor accounts, ensuring accurate financial stewardship, and providing exceptional customer service to donors and agency partners.
Responsibilities
- Manages all donor and Tocqueville Society members’ accounts, including accurate data entry, record keeping, and reconciliation of pledges, payments, and financial adjustments
- Tracks, completes and manages donor and Tocqueville Society members’ financial transactions including: Processing designation requests, payments, payment preferences, and pledges in the donor database and other databases, and utilizes the Prospect Management tool
- Making financial adjustments to Tocqueville donors’ Personal Philanthropy Accounts working with the donors to accurately distribute their funds
- Managing monthly, quarterly and annual pledge billing and reminders for Tocqueville and other donors
- Coordinating bi-monthly financial payouts for Tocqueville donors (Two via ACH and two via check)
- Preparing pending payments and letters to agencies with each payout ensuring proper recognition of all gifts
- Reconciles adjustments to donor pledges and payments
- Ensures accurate records of donors and Tocqueville Society members’ contact information, personal data and pledge/payment data in donor database
- In working closely with the Major Gifts Tocqueville Officer, tracks and manages member recommitments and recruitment of new members through Prospect Management tool in donor database
- Collaborates with Investor Relations, Finance and IT teams to establish, edit and follow donor database and finance procedures including but not limited to input, support, and development of new procedures and processes for Tocqueville Society
- Manages the acknowledgements of all Tocqueville Society pledges and payments through personal letters and statements
- Distributes Tocqueville donors’ quarterly giving statements and annual tax letters/statements
- Provides customer service, updates and communications for DonorLink and AgencyLink
- Research returned agency checks and dissolved agencies
- Oversees Designation Management, Payout Module, and AgencyLink database
- Regularly review and update donor management processes and procedures to ensure accuracy and completeness, proactively identifying efficiencies and implementing improvements with management approval
- Ensure compliance with internal controls, audit requirements, and financial reporting standards
- Prepare and distribute financial reports, donor statements, and documentation for audits and reviews
- Contributes to the organizational shared goal of raising funds to support the mission and initiatives
- Builds relationships with donors and Tocqueville Society members through personal interaction stewardship, and timely communication, including providing turn-key service to all Tocqueville Society members by supporting their payment and designation choices, acknowledging their gifts, facilitating recognition, and supporting Investor Relations with Tocqueville special events
- Provides top-tier customer service to all donors, volunteers and agency partners
- Respond to all donor concerns appropriately and in a positive manner
- Drafts and sends personalized acknowledgments, thank-you letters, and reports
- Attends donor and Tocqueville Society events and supports donor recognition activities
- Responds to donor inquiries regarding financial transactions, account status, and giving options
- Participates actively in fundraising initiatives and cross-functional projects by coordinating donor and stakeholder communications, handling tasks such as fundraising pledge and payment processing, to support our organizational goals, mission and initiatives
- Attend all staff meetings and trainings, and events as required or assigned
- Performs other duties and special projects as assigned
Skills
- Bachelor's degree or 2 years' experience in a financial/accounting role or administration
- Experience in nonprofit donor stewardship, financial reporting, or accounting
- Proficiency in all Microsoft Office products
- Flexibility, independence, critical thinking and decision-making skills
- The position requires a commitment to working in team settings, an understanding of internal and external customers, including staff and volunteer management
- Excellent spelling and grammar, and good judgment
- Ability to compile information, prepare reports and light bookkeeping
- Effective time management, manage responsibilities independently and exercise initiative
Benefits
- Full-time employees (FTE) are eligible for health, dental, life and long-term disability insurance, a retirement plan, flexible spending account and voluntary insurance programs.
- We offer a tuition reimbursement plan, volunteer time off, and generous leave time.
Company Overview
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