Matching Gift Coordinator Job Description
A Matching Gift Coordinator works with companies that have matching gift donation programs, making sure that donations made by those companies' employees are matched by funds set aside by their companies. Matching programs double the employees' donations, as well as encourage charitable giving overall and support of the local community.
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Project Management
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The Gift Coordinator must be an effective project manager and familiar with clerical procedure, office administration and information management for both electronic and hard-copy data. The Gift Coordinator works to make sure all the necessary forms and paperwork are completed, signed and accurate, and assigns appropriate internal financial codes once forms are turned in. The coordinator must also accurately record and acknowledge gifts with receipts to both individual employees and companies. He or she must be able to follow through with each matching donation to ensure the success of the program.
Organization
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The Gift Coordinator must be organized in order to keep track of the multiple kinds of sensitive financial information involved in matching gifts. She must compile and enter information in the company database about donor and gift records, as well as keep track of historical data, research information and tax information. The coordinator must also stay on top of creating new accounts.
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Reporting
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The Matching Gift Coordinator must prepare and distribute tailored reports on a regular basis for tax, operational and other purposes. The coordinator must also be able to present information in the form of text documents, spreadsheets and presentations as needed. He or she must be able to quickly compile statistics and distribute information to individual employees about the status of their gifts. The coordinator may also be asked to produce additional ad hoc reports and analysis as needed.
Database Management
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In order to administrate and manage the matching gift program, the Matching Gift Coordinator must have experience with various kinds of reporting technology and financial software. The coordinator should possess up-to-date knowledge on state-of-the-art databases. The coordinator must also be prepared to perform database maintenance and error correction to existing data, as well as assist others on staff with document processing and data entry.
Finances
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The Matching Gift Coordinator reconciles and balances transactions to ensure financial information is accurate and up to date, and must be prepared to assist with formal internal audit processes and be able to perform adjustment transactions, corrections and write-offs. The coordinator must also be able to reconcile discrepancies in financial reports, check for errors and keep track of receivables. He or she is also responsible for establishing realistic matching gift program budgets for the following fiscal year.
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References
- Photo Credit a gift image by Sandi Chetwynd from Fotolia.com
