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Finance & Donor Relations Specialist

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United Way

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Location:
United States , Albuquerque

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Category:
Finance

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Contract Type:
Not provided

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Salary:

27.00 - 31.00 USD / Hour
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Job Description:

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.

Job Responsibility:

  • 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
  • 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
  • Tracks and manages member recommitments and recruitment of new members
  • Collaborates with Investor Relations, Finance and IT teams to establish, edit and follow donor database and finance procedures
  • 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 DonorLink and AgencyLink
  • Research returned agency checks and dissolved agencies
  • Oversees Designation Management, Payout Module, and AgencyLink database
  • Regularly review and update donor management processes and procedures
  • Ensure compliance with internal controls, audit requirements, and financial reporting standards
  • Prepare and distribute financial reports, donor statements, and documentation for audits and reviews
  • Contributes to the organizational shared goal of raising funds
  • Builds relationships with donors and Tocqueville Society members through personal interaction stewardship, and timely communication
  • Provides top-tier customer service to all donors, volunteers and agency partners
  • Respond to all donor concerns appropriately and in a positive manner
  • Drafts and sends personalized acknowledgments, thank-you letters, and reports
  • Attends donor and Tocqueville Society events and supports donor recognition activities
  • Responds to donor inquiries regarding financial transactions, account status, and giving options
  • Participates actively in fundraising initiatives and cross-functional projects
  • Attend all staff meetings and trainings, and events as required or assigned
  • Performs other duties and special projects as assigned

Requirements:

  • Bachelor’s degree or 2 years’ experience in a financial/accounting role or administration
  • Experience in nonprofit donor stewardship, financial reporting, or accounting
  • Proficiency in all Microsoft Office products
  • Flexibility, independence, critical thinking and decision-making skills
  • Commitment to working in team settings, an understanding of internal and external customers, including staff and volunteer management
  • Excellent spelling and grammar, and good judgment
  • Ability to compile information, prepare reports and light bookkeeping
  • Effective time management, manage responsibilities independently and exercise initiative
What we offer:
  • Health, dental, life and long-term disability insurance
  • Retirement plan
  • Flexible spending account
  • Voluntary insurance programs
  • Tuition reimbursement plan
  • Volunteer time off
  • Generous leave time

Additional Information:

Job Posted:
January 16, 2026

Expiration:
January 25, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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