Officer, Gift Administration at Partner's Healthcare in Somerville, Massachusetts

Job Description:

Site: The Brigham and Women's Hospital, Inc.


At Mass General Brigham, we know it takes a surprising range of talented professionals to advance our mission-from doctors, nurses, business people and tech experts, to dedicated researchers and systems analysts. As a not-for-profit organization, Mass General Brigham is committed to supporting patient care, research, teaching, and service to the community. We place great value on being a diverse, equitable and inclusive organization as we aim to reflect the diversity of the patients we serve.


At Mass General Brigham, we believe a diverse set of backgrounds and lived experiences makes us stronger by challenging our assumptions with new perspectives that can drive revolutionary discoveries in medical innovations in research and patient care. Therefore, we invite and welcome applicants from traditionally underrepresented groups in healthcare - people of color, people with disabilities, LGBTQ community, and/or gender expansive, first and second-generation immigrants, veterans, and people from different socioeconomic backgrounds - to apply.



Job Summary
Reporting to the Senior Director, Gift Administration, the Officer, Gift Administration will be responsible for the transaction recording of financial offline and online charitable gifts for Brigham and Women's Hospital (BWH) and Mass General Brigham (MGB), following best practices in accounting, including processing of checks, cash, and credit card payments, handling deposits, reconciling transactions, and accurately recording and acknowledging all philanthropic gifts.


Generates detailed gift reports for verification and distribution to staff and department administrators. Handles all memorial and honorary gifts, ensuring timely notification to family members. Oversees corporate matching gift programs, including processing forms and tracking contributions. Responds to inquiries from donors, department administrators, and other stakeholders regarding gift details or fund allocations, serving as the primary liaison with the Cash Control, Treasurer's Office, and Special Accounts departments.



Qualifications



Manage day-to-day processing of philanthropic gifts, including but not limited to the following:



• Transaction Processing: Transaction Processing: Accurately process financial transactions made by check, wire, credit card and other methods into the CRM fundraising database and in concert with all Gift Acceptance policies, gift procedures, and IRS guidelines.


• Gift Management: Manage and log all incoming gifts, with the primary responsibility for daily bank statements and the Booking Form application to ensure timely and accurate processing of gifts. Monitor several external online giving platforms for reporting.


• Lockbox Gift Processing: Be responsible for daily lockbox financial transactions and reconciliation and act as a backup to the Coordinator to process gifts as needed.


• Review and Reconciliation: Oversee daily gift batches and collaborate with team members to assist with their individual reconciliations as needed. Locate and detail any discrepancies, advancing as needed.


• Data Management and Security: Scan all gift and batch documentation, ensuring that all information is securely stored. After scanning, shred original documents to ensure confidentiality in concert with the MGB File Storage Policy.



Responsible for handling the Brigham Development brokerage account along with the Senior Director, Gift Administration and the MGB Investment Team:



• Monitor BWH Brokerage Account Daily: Regularly review and track activity in the BWH brokerage account to ensure accuracy and identify discrepancies or unusual transactions.


• Collaborate with MGB Investment Team: Work closely with the MGB Investment team to communicate portfolio needs and provide timely sell orders, ensuring alignment with investment strategies and objectives.


• Accurately Calculate Values and Secure Documentation: Perform precise calculations of asset values and ensure that all necessary documentation is gathered and securely stored for audit purposes, maintaining compliance with regulatory standards.


• Prepare Monthly Detailed Reports: Compile and deliver comprehensive monthly reports to MGB and the Senior Director of Gift Administration, detailing account performance, transactions, and relevant updates or changes in holdings.


• Track and Monitor Stock Transfers: Actively monitor and track unidentified or pending stock transfers, collaborating with relevant teams to resolve issues and remain informed of transfer statuses, ensuring that all transactions are accurately recorded.



• Responsible for the weekly production of tribute letters by working closely with Information Services, and various fundraising groups within the BWH Development Office. Letters follow a clearly defined process, and accuracy, timeliness, and strong attention to detail are critical components of success.




• Maintain a high level of accuracy and integrity with all CRM data entry, including creating new records, maintaining current donor information, and merging records as needed.




• Provide exceptional customer service to donors and professional, timely, and accurate responses to internal and external requests for information relating to tributes, gift entry, and solicitations. Advancing calls as needed.




• Performs related duties to advance gift administration as requested.




Additional Job Details (if applicable)


• Associate's degree


• Minimum of three years banking and/or development experience
• Prior financial transaction processing experience is required, with strong skills in handling cash, checks, and electronic payments
• Excellent computer literacy and intermediate-level use of Microsoft Office Products, including Word and Excel
• Proven experience with banking, bookkeeping, and cash-handling systems. Strong proficiency with general ledger management and computer software is essential
• Fundraising experience and CRM software experience a strong plus


• High attention to detail, with the ability to manage large volumes of data and ensure accuracy in all transactions
• Ability to follow established procedures and policies, like adherence to banking and financial regulations
• Skilled at handling multiple duties effectively in a fast-paced workplace
• Clear and efficient communication with team members and various departments
• Sensitivity, tact, diplomacy, and the ability to honor confidentiality is required



"This position follows a hybrid work schedule. Team members are required to work on-site in our office a minimum of six (6) days per month."



Remote Type


Hybrid



Work Location


399 Revolution Drive



Scheduled Weekly Hours


40



Employee Type


Regular



Work Shift


Day (United States of America)



EEO Statement:


The Brigham and Women's Hospital, Inc. is an Affirmative Action Employer. By embracing diverse skills, perspectives and ideas, we choose to lead. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law. We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.



Mass General Brigham Competency Framework


At Mass General Brigham, our competency framework defines what effective leadership "looks like" by specifying which behaviors are most critical for successful performance at each job level. The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success. These competencies are used to evaluate performance, make hiring decisions, identify development needs, mobilize employees across our system, and establish a strong talent pipeline.