Gift and Pledge Management Coordinator

21-Feb-2024

Alumni Affairs and Development

65001BR

Job Summary

Alumni Affairs and Development (AA&D)
Alumni Affairs and Development is a dedicated team supporting Harvard’s advancement activity through front-line fundraising, alumni and volunteer engagement, technology, prospect management and research, business process, events, communications, and many other areas.

AA&D Resources
AA&D Resources encompasses teams that support all units across AA&D plus all schools and units across the University. AA&D Resources includes Technology and Support Services, Business Process and Operations, Alumni and Development Services (ADS), Administration and Finance, Events, Communications Creative Services, Research and Prospect Management, Human Resources, and the AA&D Talent Program.

This full-time, non-exempt position will work with the Gift and Pledge Management team to support the critical work of maximizing the fulfillment of pledged gifts and providing timely tax documentation to donors.  Working collaboratively across University departments, as well as directly with external donors, the Coordinator supports a comprehensive program responsible for documentation, donor relations, donor communication, and reporting for pledged gifts across the University, with particular focus on schools who participate in centralized pledge services (FAS/UDO/GSE/HRI/GSD/HDS).

Position Description

• Primary responsibility for providing customer service to donors and internal partners with regards to tax receipting and pledge related inquiries.
• Execute University tax receipt program, including coordination with mail house or email strategy team, production of duplicate receipts, and production of manual receipts. Produce complex donor histories and active pledge summaries for fundraisers and donors
• Produce and send pledge statements
• In collaboration with Assistant Director, produce and send pledge reminders.
• Perform pledge maintenance activities such as adding offsets and offset exceptions, updating pledge schedules, and submitting gift modifications.
• During busy year end periods, enter pledges into Advance

Basic Qualifications

• Minimum 2+ years’ experience in university fundraising, administration or transferable experience in communication and data management.
• Proficiency with MS Office required.

Additional Qualifications and Skills

• Bachelor’s degree preferred
• Must exhibit great attention to detail and have the ability to produce clear documentation.
• Must have excellent organizational skills and have the ability to maintain organization amidst multiple competing priorities.
• Must be motivated to learn, flexible to change, and innovative.
• Must be creative and proactive yet disciplined, discriminating and able to streamline work volume in order to maintain bottom line efforts in midst of multi-tasking and daily re-prioritizing, with associate director’s guidance.
• Must also be professional, confidential, and have a good familiarity with the people and the objectives of Harvard Alumni Affairs and Development organization.
• Strong analytical background and proficient in data analysis utilizing a variety of software tools.
• Excellent written and verbal communication skills and the ability to interact professionally with a diverse group of individuals.
• Experience with SQL, Toad, ADVANCE and Qlikview and other Business Intelligence technologies desirable.
• Knowledge of academic communities and Harvard preferred.
• Occasional overtime hours may be required.

Additional Information

• This position requires a 3 month orientation and review period.
• Please include a cover letter with your application.

To learn more about the AA&D team, please visit our Careers site at 

https://alumni.harvard.edu/careers

To learn more about how Harvard supports diversity and inclusion throughout the University please visit the Office for Diversity, Inclusion & Belonging at https://dib.harvard.edu/ .

Accommodations: Harvard University welcomes individuals with disabilities to apply for positions and participate in its programs and activities. If you would like to request accommodations or have questions about the physical access provided, please let your recruiter know.

COVID 19 Vaccination Information: The health of our workforce is a priority for Harvard University.  With that in mind, we strongly encourage all employees to be up to date on CDC-recommended vaccines.

Work Format Details

This is a hybrid position that is based in Massachusetts. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.

Benefits

We invite you to visit Harvard’s Total Rewards website (https://hr.harvard.edu/totalrewards ) to learn more about our outstanding benefits package, which may include:

• Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.
• Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.
• Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.
• Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.
• Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.
• Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.
• Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.
• Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.
• Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.

Job Function

Alumni Affairs and Development, General Administration

Department Office Location

USA – MA – Cambridge

Job Code

403040 Coordinator II

Work Format

Hybrid (partially on-site, partially remote)

Department

Alumni Affairs and Development

Union

55 – Hvd Union Cler & Tech Workers

Pre-Employment Screening

Criminal, Identity

Commitment to Equity, Diversity, Inclusion, and Belonging

Harvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.

EEO Statement

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.

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