Gift Data Coordinator - Compliance

SHIFT:

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Children's Hospital of Philadelphia (CHOP) offers countless ways to change lives. Our diverse community of more than 20,000 Breakthrough Makers will inspire you to pursue passions, develop expertise, and drive innovation.

At CHOP, your experience is valued; your voice is heard; and your contributions make a difference for patients and families. Join us as we build on our promise to advance pediatric care-and your career.

CHOP's Commitment to Diversity, Equity, and Inclusion

CHOP is committed to building an inclusive culture where employees feel a sense of belonging, connection, and community within their workplace. We are a team dedicated to fostering an environment that allows for all to be their authentic selves. We are focused on attracting, cultivating, and retaining diverse talent who can help us deliver on our mission to be a world leader in the advancement of healthcare for children.

We strongly encourage all candidates of diverse backgrounds and lived experiences to apply.

A Brief Overview
This role will serve as a key liaison to ensure gift documentation received through the gift agreement workflow as well as other channels are reviewed in a timely manner, adhere to Foundation policies, IRS rules and regulations, CASE guidelines, as well as other industry standards. This position will assist in gift compliance related projects and assignments that are complex in nature, require considerable judgment, analysis, and initiative to resolve problems. This role will work extensively with a sophisticated and multifaceted database and partner with key stakeholders across the Foundation to support the Foundation's philanthropic goals in adherence with gift policies. This position will be part of a team working under the Gift Policy and Internal Controls.

What you will do

• Under direction of Gift Policy & Internal Controls leadership:
  • Drafts all standard gift agreements (under $1M) for review
  • Manages DocuSign workflow for gift agreements and other legal documents
  • Manages gift agreements intake via Workfront and pipeline reporting
  • Ensures gift agreement files are maintained for reference and audit purposes
• Collaborates with the other Gift Policy and Internal Controls team members to coordinate department's daily, weekly, monthly audits and data integrity checks
• Reviews the temporary restricted funds to ensure proper account allocation on monthly basis working with key partners across the Foundation and Enterprise
• Supports financial stewardship efforts including but not limited to streamlining new fund set up efforts by identifying existing financial accounts to meet the criteria of donor's philanthropic goals
• Assists in formal and informal training of Foundation staff
• Provides a high level of customer service by communicating regularly and efficiently with internal and external customers while helping to develop strategies to meet their needs and/or better support them, always striving to represent the Foundation in a positive and professional manner
• Performs other duties as assigned

Education Qualifications

• Associate's Degree Required
• Bachelor's Degree Preferred

Experience Qualifications

• At least two (2) years of related data and database systems experience Required
• At least two (2) years of business development, fundraising, or administration related experience Preferred
• Previous experience in a healthcare, medical or academic related environment Preferred

Knowledge, Skills and Abilities

• Intermediate proficiency with office software (Microsoft Office) including spreadsheet and database software (Excel, Access)
• Intermediate knowledge of document editing software (Adobe Acrobat)
• Basic proficiency with customer relationship management software strongly preferred (Salesforce, Donorsforce, Raiser's Edge) (Preferred proficiency)
• Substantial knowledge of data structure, relationships and data analysis methodologies
• Familiarity with gift processing and/or fundraising principles strongly preferred (Preferred proficiency)
• Strong verbal and written communications skills
• Strong customer service skills
• Strong interpersonal skills
• Strong analytical skills
• Solid critical thinking / problem-solving skills
• Solid time management skills
• Solid organizational skills
• Solid presentation skills
• Ability to maintain confidentiality and professionalism
• Ability to work independently with minimal supervision
• Ability to gather, analyze and make recommendations/decisions based on data
• Ability to convey complex or technical information in an easy-to-understand manner
• Ability to collaborate with stakeholders at all levels

To carry out its mission, CHOP is committed to supporting the health of our patients, families, workforce, and global community. As a condition of employment, CHOP employees who work in patient care buildings or who have patient facing responsibilities must be fully vaccinated against COVID-19 and receive an annual influenza vaccine. Learn more.

Employees may request exemptions for valid religious and medical reasons. Start dates may be delayed until candidates are immunized or exemption requests are reviewed.

EEO / VEVRAA Federal Contractor | Tobacco Statement

• Knowledge of Salesforce strongly preferred.
• Must have the ability to analyze data securely.
• Proficiency with analytical tools (Access, Excel).
• Knowledge of data analysis methodologies & strong communication skills.
• Ability to work in a fast-paced environment.
• Demonstrate good judgment and decision-making skills.
• Ability to maintain confidentiality of donor information is imperative.
• Ability to communicate clearly with staff at all levels and with vendors.
• Accuracy and great attention to detail required.
• Able to work independently on assigned tasks.
• Must present professional demeanor and positive attitude.
• Enthusiasm for and commitment to working as a team.
• Familiarity with gift processing and/or fundraising principles highly desired.