Specialist, Philanthropy Operations Senior

The University of Maryland, Baltimore (UMB), Office of Philanthropy, Foundation Board Relations is recruiting a Senior Philanthropy Operations Specialist.

This position is part of the University of Maryland Baltimore Foundation (UMBF) operational team and will support the Foundation’s Gift Administration function. In addition to gift processing and related operational responsibilities, the position will serve as a strong functional user of the Foundation’s donor CRM, developing a thorough understanding of the system and helping identify opportunities to improve its use, workflows, reporting and functionality.

Benefits: Exempt Regular 

UMB offers a comprehensive benefits package that prioritizes wellness, work/life balance, and professional development, along with additional exciting perks that employees can take advantage of. This position participates in a retirement program (pension or optional retirement plan/ORP) that must be selected and is effective on your date of hire. Exempt regular staff receive a generous PAID leave package that includes over 4 weeks of vacation accrued each year, 15 paid holidays, 3 personal leave, unlimited accrual of sick time, and comprehensive health insurance; professional learning and development programs; tuition remission for employees and their dependents at any University System of Maryland school; and flexible work schedules and teleworking options (if applicable per job). 

UMB is a public university and constituent institution of the University System of Maryland. All employees are expected to work primarily physically within the State of Maryland. 

Primary Duties:

• Provide day-to-day support for gift processing and reporting functions, including processing gifts and pledges directly in the donor CRM, reconciliation of bank deposits, gift receipting, and related Gift Administration activities, particularly during peak periods such as calendar and fiscal year-end. Ensure the accuracy of the donor database through consistent input, maintenance and review. Develop strong functional knowledge of donor CRM and gift-processing functionality, using that knowledge to troubleshoot functional issues, support effective use of the system, and identify opportunities for improvement. 

• Draft Memoranda of Understanding (MOU) and submit for appropriate review; track MOU status and monitor progress to completion.

• Prepare and distribute donor communications and ensure delivery to donors in a timely manner.

• Provide information to and develop relationships with campus Philanthropy offices to facilitate and communicate gift administration policies and procedures.

• Review policies, procedures, and workflows to ensure compliance and efficiency. Identify and recommend improvements to gift administration process and the functional use of the donor CRM and assist with implementing approved process and system enhancements.

• Prepare daily bank deposit ensuring accuracy of data provided to Finance for posting and check transmittal to bank.
  Clarify, implement, monitor, and honor donors¿ intent and instructions, and ensure allocations are accurately documented in the donor records. Follow-up with donors and Philanthropy staff with information about gifts.

• Create and compile routine fundraising and campaign reports and create ad hoc reports as needed by management.

• Performs other duties as assigned.

Education: Bachelor's degree.

Experience: Four (4) years of progressively building a background in the various philanthropic functions, including at least two (2) years in data maintenance, donor support and stewardship, gift administration, or advancement services.

Supervisory Experience: n/a

Certification/Licensure: n/a

Other: Except for qualifications established by law, additional related experience and formal education in which one has gained the knowledge, skills, and abilities required for full performance of the work of the job class may be substituted for the education or experience requirement on a year-for-year basis with 30 undergraduate college credits being equivalent to one year of related experience. In instances where specific education and/or experience is required only directly related education and/or experience may be substituted.
 

Knowledge, Skills, Abilities:

Knowledge of position requirements. Knowledge of all applicable requirements, regulations, and laws. Skill in effective use of applicable technology/systems. Ability to effectively communicate both verbal and written thoughts, ideas, and facts. Ability to work cooperatively with others and independently. Ability to demonstrate, understand, apply, and adhere to the UMB Core Values of Respect and Integrity, Well-being and Sustainability, Equity and Justice, and Innovation and Discovery.

Preferred Knowledge, Skills, Abilities:

Demonstrated ability to learn new technology and business systems, develop strong functional expertise, independently investigate issues and apply system knowledge to improve processes and workflows.

Hiring Range: $75,000 - $83,000, Commensurate with education and experience 

UMB is committed to cultivating a diverse and inclusive workforce and is proud to be an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, ancestry or national origin, sex, pregnancy or related conditions, sexual orientation, gender identity or expression, genetic information, physical or mental disability, marital status, protected veteran's status, or any other legally protected classification. 

If you anticipate needing a reasonable accommodation for a disability under the Americans with Disabilities Act (ADA), during any part of the employment process, please submit a UMB Job Applicant Accommodation Request. You may also contact [email protected]   Please note that only inquiries concerning an ADA request for reasonable accommodation will be responded to from this email address. 

The University of Maryland, Baltimore prohibits sex discrimination in any education program or activity that it operates. Individuals may report concerns or questions to the Title IX Coordinator. Read the UMB Notice of Non-Discrimination for more information.