Gift Processing Coordinator

Salary Range: $50,000-$60,000

Who We Are

Founded in 1891 by a group of visionary volunteers, The Trustees of Reservations (The Trustees) is the nation’s premier conservation and preservation organization. The Trustees’ preserves, for public use and enjoyment, properties of exceptional scenic, historic, and ecological value in Massachusetts. Our properties are open to all, and we thrive by involving as many people as possible in all that we do. We aim to protect special places for future generations to enjoy in perpetuity, and have helped protect more than 50,000 acres, including 27,000+ acres on more than 120 reservations that are open to the public. As a non-profit conservation organization, we are funded and supported entirely by our visitors, supporters, volunteers, and our nearly 100,000 Member households. We encourage you to learn more about The Trustees on our website, www.thetrustees.org.

What You’ll Do

As a Gift Processing Coordinator at The Trustees, you’ll play a key role in supporting the Fundraising Data Services team by processing philanthropic gifts and maintaining high-quality donor records. You’ll working closely with both the Finance and Development divisions to ensure the timely and efficient recording of gifts while identifying opportunities for process improvement.

Specifically, you’ll,

• Process gifts in compliance with IRS regulations
• Process and track donor tax receipts and acknowledgments, ensuring accuracy and timeliness
• Maintain clean and up-to-date donor records, including ongoing data cleanup
• Assist with organizing and filing gift documentation, ensuring data security and adherence to compliance regulations
• Assist in scanning and organizing gift backup documentation
• Accurately process gifts and enter data into Salesforce or other CRM systems, ensuring timely completion of data projects and tasks
• Perform other related gift processing, data, and CRM-related tasks

Your Impact

As a non-profit conservation organization, we are funded and supported entirely by our visitors, supporters, volunteers, donors, and our 100,000 Member households. The philanthropic support we receive ensures we can continue to protect and conserve our special places for everyone, forever, and your work will not only help to document these crucial gifts but also recognize the generous donors who make our work possible!

This is a full-time (40 hours/week), exempt position, reporting to the Senior Manager of Fundraising and Data Services.

Requirements

What You’ll Need

Skills and Experience

• Some experience with CRM systems, particularly Salesforce (preferred)
• Excellent attention to detail and commitment to maintaining data accuracy
• Strong organizational skills, with the ability to manage multiple tasks and meet deadlines.
• Demonstrated ability to deliver high-quality customer service to partnered departments
• Strong written and verbal communication skills, with an emphasis on writing and proofreading
• Ability to collaborate across departments
• Proficiency in Microsoft Office (Outlook, Word, Excel, SharePoint)
• Ability to handle confidential donor information with the highest level of discretion

 Eligibility Requirements

• Current authorization to work in the United States – a candidate must have such authorization by his or her first day of employment

Hybrid Work Requirement

• This role requires 3 days in person at The Trustees Boston office, located at 200 High Street, Boston, MA.

Don’t quite meet all skills and experience listed above? We still want to hear from you! Research shows that historically marginalized groups are less likely to apply if they do not meet every single requirement. We are committed to building a diverse team and encourage you to apply even if you are missing some of the skills and experience above.

Want to learn more? Set up an informational call with a member of our People Team by emailing [email protected].

Benefits

• Sick time: 80 hours
• Vacation time: 15 days per year
• Early release time: 36 hours per year
• Floating holidays/personal days: 15 Floating Holidays (13 observed holidays; 2 floating)
• Health insurance: You are eligible to participate in the Trustees health insurance benefit via Blue Cross Blue Shield (BCBS). BCBS also offer additional benefits, such as fitness reimbursement and rewards for healthy habits.
• Short- and Long-Term Disability Insurance
• Massachusetts Paid Family Medical Leave
• Life Insurance
• 401k
• Employee Assistance Program: Free access to a confidential service that helps employees and their communities with personal and work-related issues, such as mental health support, counseling, and financial advice.
• Reciprocity: Employees have access to free and discounted admissions and memberships to more than 50 nearby museums and cultural institutions.
• Discounts: Enjoy free entry to all Trustees properties, discount event tickets, and discounted merchandise at our stores and on stays at our inns.
• Day of Wonder: Spend one workday per year to exploring a Trustees property
• Day of Service: Spend one workday per year to helping with a project at a Trustees property

Equal Opportunity and Diversity:

The Trustees is a proud equal opportunity employer and does not discriminate against any protected status including, but not limited to, age, race, ethnicity, sex, gender, sexual preferences, nation of origin, religion, or disability status and strongly encourages applications from people of color, persons with varying abilities, women, and LGBTQ+ applicants. We aspire to reflect and effectively serve the residents and communities of Massachusetts, who are at the core of our mission.   

The Trustees commitment to advancing the organization’s vision for this work may be found here: Diversity, Belonging, Inclusion and Equity.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.