Job Description

Job Description

Job Description

Description:

The Donor Data & Gifts Processor serves as a key contributor to the strategic financial development and donor stewardship efforts of the YMCA of South Hampton Roads. This full-time, exempt role exercises a high level of discretion and independent judgment in managing donor financial operations, interpreting financial data, and developing solutions to complex issues related to donor stewardship and financial compliance.

With a focus on transparency, data integrity, and philanthropic accountability, this role supports the development of high-impact stewardship systems and oversees financial and donor database protocols that inform executive decision-making. The Donor Data & Gifts Processor collaborates cross-functionally with Finance, Development, and Executive Leadership to advance fundraising effectiveness and sustain donor trust.

ESSENTIAL FUNCTIONS:

• The primary function of this role is the evaluation and processing of actual and proposed annual gifts, capital campaign contributions, grants, and endowment gifts. Ensures that all gifts are received, recorded, and applied in line with IRS and GAAP requirements, YMCA of South Hampton Roads policies, and donor intent.
• Oversees gift processing workflows to maintain accuracy and compliance.
• Collects and analyzes donor information and conducts database research to uncover opportunities for deeper engagement, supporting prospect development and fundraising efforts.
• Leads the evaluation and continuous improvement of donor-related financial systems and processes in order to promote consistency across all association branches and campaigns.
• Develops and manages stewardship workflows to ensure timely acknowledgment and fulfillment tracking and to maintain donor confidence and satisfaction.
• Acts as a strategic liaison between Financial Development and Finance departments to interpret and align financial data with philanthropic strategy and best practices.
• Oversees systems for tracking pledges, payroll deductions, and stewardship obligations and initiates resolution strategies for outstanding items.
• Monitors and manages outstanding pledge reporting systems, including payroll deductions, invoice tracking, and leadership briefings on status and follow-up strategies.
• Coordinates and monitors grant budgets and funder requirements and identifies risks and opportunities associated with reporting obligations.
• Creates and maintains documentation protocols for audit compliance and donor transparency and identifies essential correspondence and financial materials within internal systems.
• In consultation with senior leadership and development staff, independently identifies and implements process improvements to strengthen donor financial operations.

YMCA LEADERSHIP COMPETENCIES

• Change Leadership
• Collaboration
• Critical Thinking & Decision Making
• Functional Expertise in Financial Development and Data Management

QUALIFICATIONS

• Bachelor's degree in Accounting, Business Administration, Nonprofit Management, or related field.
• Minimum of 3 years of progressive experience in finance, bookkeeping, donor database administration, or nonprofit development, strongly preferred.
• Strong ability to interpret and apply relevant provisions of the Internal Revenue Code and Generally Accepted Accounting Principles (GAAP).
• Demonstrated proficiency in using CRM and financial software systems (e.g., Daxko, Raiser’s Edge, Salesforce, QuickBooks).
• Deep understanding of data integrity, reconciliation, and audit compliance in a nonprofit or fundraising environment.
• Ability to independently evaluate complex data, develop reporting tools, and make recommendations to leadership.
• Exceptional attention to detail, organizational skills, and time management.
• Proven ability to exercise discretion, handle confidential donor and financial information, and work autonomously in a fast-paced environment.
  

PREFERRED ATTRIBUTES

• Strong analytical, communication, and interpersonal skills.
• Demonstrated initiative and ability to lead operational improvements.
• Experience with prospect research tools and donor segmentation strategies.
• Familiarity with grant compliance requirements and nonprofit financial reporting.

WORKING CONDITIONS:

• Is subject to frequent interruptions
• Will be in contact with all levels of staff, board members, guests, vendors, business associates, applicants, and visitors
• Must be able to work beyond normal working hours in order to serve the needs of internal customers, weekends and holidays as needed for early morning meetings, extended weekday meetings/trainings or weekend trainings/meetings.

PHYSICAL REQUIREMENTS:

• May be required to walk, stand, kneel and stoop
• Continuous operations requiring attention to detail and multi-tasking
• Must be able to stand or sit for long periods of time

BACKGROUND CHECKS:

An offer of employment is contingent upon receipt of satisfactory results to meet minimum requirements of the position. They may include criminal background and reference checks, E-Verify, drug test, driver’s license record, and/or a Child Protective Services Check (CPS). Additional driver’s license check, CPS, criminal background check, alcohol, and/or drug testing may be required to be processed in the future in order to meet and/or maintain the requirements of this position

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