Job Requirements
Ensures the accurate administration, reconciliation, and compliance of foundation gifts and funds across the University of Maryland Medical System (UMMS). Partners with Foundation Finance to reconcile financial transactions, maintain donor and fund records, process gifts, and support fund management activities. Safeguards donor intent, promotes data integrity, and supports the operational effectiveness of Shared Philanthropy Services.
Primary Responsibilities
The following statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job responsibilities performed.
• Coordinate gift processing, deposits, and financial transactions with Member Organizations (MOs) and Foundation Finance teams to ensure timely and accurate administration of philanthropic funds.
• Reconcile bank activity, financial records, and donor database transactions, ensuring accuracy, completeness, and compliance with established internal controls.
• Administer fund accounting activities, including fund establishment, maintenance, adjustments, transfers, and balance reconciliation.
• Lead the fund request, approval, release, and disbursement process, ensuring adherence to donor intent, organizational policies, and regulatory requirements.
• Conduct periodic audits of gifts, funds, and donor records to ensure financial integrity, proper gift designation, data accuracy, and compliance.
• Manage grant administration and coding activities related to Foundation operations.
• Generate and analyze reports, queries, exports, and financial data to support reconciliation, fund management, audit requirements, and decision-making.
• Oversee tax receipt distribution, pledge administration, and related donor stewardship processes in accordance with organizational standards.
• Administer endowment operations, including agreement maintenance, fee assessment, fund monitoring, and accurate recording within financial systems.
• Maintain the integrity, security, and confidentiality of donor, fund, and financial information, ensuring compliance with organizational policies and applicable regulations.
• Serve as the primary liaison for internal and external audits, coordinating documentation, responding to inquiries, and supporting audit activities.
• Collaborate with Shared Services, Foundation leadership, and Finance stakeholders to promote consistent gift processing, fund management, banking, and documentation practices across the system.
• Perform all other duties as assigned.
Work Experience
Education & Experience - Required
• Bachelor's degree in Accounting, Finance, Business Administration, Healthcare Administration, Nonprofit Management, or a related field.
• Eight (8) years of progressively responsible experience in foundation operations, philanthropy services, gift administration, financial reconciliation, fund accounting, or related financial operations.
• Experience reconciling financial transactions, managing funds, and maintaining financial records with a high degree of accuracy and attention to detail.
• Experience interpreting and applying donor restrictions, organizational policies, and financial controls.
• Proficiency with Microsoft Excel and financial, fundraising, or donor management systems.
Education & Experience - Preferred
• Experience within a healthcare foundation, nonprofit organization, higher education foundation, or similar philanthropic environment.
• Experience with donor database or constituent relationship management (CRM) platforms, such as Blackbaud Raiser's Edge or comparable systems.
• Experience supporting fund administration, endowment management, grant administration, or gift accounting processes.
• Experience coordinating internal or external audits and ensuring compliance with financial reporting and documentation requirements.
• Certified Fund Raising Executive (CFRE), Certified Nonprofit Accounting Professional (CNAP), or other relevant professional certification preferred.
