Finance & Donor Relations Specialist

Job Title: Finance & Donor Relations Specialist Department:
Finance

Reports to: Senior Pledge Processor & Team Lead

Status: Hourly, Non-exempt, Full-time

Salary Classification: Level II

Location: Albuquerque

ORGANIZATION: Headquartered in Albuquerque, United Way of North Central New Mexico (UWNCNM) serves the people of five counties:
Bernalillo, Sandoval, Santa Fe, Torrance, and Valencia. Our mission is connecting people to opportunities and services to equitably improve lives and strengthen communities.

UWNCNM brings together donors, businesses, nonprofits, government, and others to create better solutions to our community’s challenges. Our programs and donor dollars ensure that individuals and families in central New Mexico have the opportunity to achieve potential through education, that they are healthy and safe, are financially stable and live life with dignity.

In addition, UWNCNM has a strong commitment to Diversity, Equity and Inclusion and upholds the following values:

• We value the visible and invisible qualities that make you who you are.
• We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.
• We believe that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems.
• We strive to include diversity, equity, and inclusion practices at the center of our daily work.
• We commit to using these practices for our business and our communities.

PURPOSE:

The Finance & Donor Relations Specialist ensures a high level of personalized customer service to UWNCNM’s donors and agency partners, with a strong emphasis on accurate financial stewardship, donor account management, and efficient processing of donor gifts and designations. This includes providing consistent, dependable stewardship of Tocqueville Society donor relationships and gifts, ensuring that these valued contributors receive attentive support and reliable management of their philanthropic commitments.

The role further supports donor engagement, financial reporting, and compliance, contributing to the organization’s fundraising and mission-driven goals.

ESSENTIAL FUNCTIONS:

Administration (70%)

• Manages all donor and Tocqueville Society members’ accounts, including accurate data entry, record keeping, and reconciliation of pledges, payments, and financial adjustments.
• Tracks, completes and manages donor and Tocqueville Society members’ financial transactions including:
• Processing designation requests, payments, payment preferences, and pledges in the donor database and other databases, and utilizes the Prospect Management tool.
• Making financial adjustments to Tocqueville donors’ Personal Philanthropy Accounts working with the donors to accurately distribute their funds.
• Managing monthly, quarterly and annual pledge billing and reminders for Tocqueville and other donors.
• Coordinating bi-monthly financial payouts for Tocqueville donors (Two via ACH and two via check).
• Preparing pending payments and letters to agencies with each payout ensuring proper recognition of all gifts.
• Reconciles adjustments to donor pledges and payments.
• Ensures accurate records of donors and Tocqueville Society members’ contact information, personal data and pledge/payment data in donor database.
• In working closely with the Major Gifts Tocqueville Officer, tracks and manages member recommitments and recruitment of new members through Prospect Management tool in donor database.
• Collaborates with Investor Relations, Finance and IT teams to establish, edit and follow donor database and finance procedures including but not limited to input, support, and development of new procedures and processes for Tocqueville Society.
• Manages the acknowledgements of all Tocqueville Society pledges and payments through personal letters and statements.
• Distributes Tocqueville donors’ quarterly giving statements and annual tax letters/statements.
• Provides customer service, updates and communications for Donor Link and Agency Link.
• Research returned agency checks and dissolved agencies.
• Oversees…