CFT’s Vision

To build thriving communities for all 

CFT’sMission

To improve the lives of all people in our community by investing in their health, wealth, living and learning. We accomplish this by growing community giving, expanding community impact, and advancing community equity.  

We work to meet our mission by: 

• Providing giving opportunities through charitable and legacy living, planning, and consulting for individuals, families, nonprofits, and businesses
• Grantmaking and engaging our community around priority issues
• Increasing academic achievement and educational equity for all students in Texas, especially African American, Latino, and economically disadvantaged
• Developing and sharing knowledge and expertise about community needs and resources

CFT’sValues

Enhancing theexperienceand impactof giving through: 

• Exemplary service;
• Wise stewardship of resources; and as a
• Trusted partner for community knowledge and collaboration.

Communities Foundation of Texas’main focus is to enhance the experience and impact of giving for individuals, families, companies, foundations and nonprofits by offering charitable tools like donor-advised funds, scholarships, North Texas Giving Day and more. CFT’s vision is to build thriving communities for all through three focus areas 1) growing community giving, 2) expanding community impact, and 3) advancing community equity. CFT programs include Educate Texas, CFT for Business, Success Network, the W. W. Caruth, Jr. Fund and other key initiatives. Since 1953, CFT has granted more than $2 billion to support nonprofits in our region, across the nation and the world. Learn more at www.CFTexas.org and through this recent overview video.  

Summary

The Gift Specialist is responsible forgift processing, tax acknowledgement, constituent record management, data integrity, database management and hygiene, and reporting. The Gift Specialist provides a high-level of customer service to internal and external stakeholders as it relates to all manner of gifts received.

Key Responsibilities

• Perform gift processing, gift adjustments, refunds, disputes, and chargebacks in a timely manner
• Prepare tax acknowledgement or thank you letters for appropriate gifts
• Set up new contacts and accounts as well as funds ensuring the proper attributes and relationships are reflected
• Ensure gift processing operations adhere to IRS gift substantiation requirements
• Develop reports for internal and external customers related to gifts, accounts and funds, as directed
• Collaborate with accounting staff to reconcile monthly, quarterly and yearly gift activity within CRM, financial and other systems
• Serve as liaison to external partner campaigns
• Identify continuous improvement and process automation efforts
• Perform other duties as assigned

Qualifications / Skills / Requirements

• Five years of experience working with accounting, financial and accounts receivable processes
• Experience related to supporting members of a non-profit or association with heavy focus on gift recording procedures
• Current working knowledge of IRS gift substantiation requirements
• Proficient with Microsoft Office suite
• Experience working with Salesforce preferred
• Bachelor’s degree or relative work experience required
• Highly detail oriented with strong organizational and prioritization skills
• Ability to work effectively in a collaborative environment, as well as independently
• Ability to use discretion when handling sensitive and/or confidential information
• Excellent written and verbal communication skills
• Demonstrated strong professional and interpersonal skills
• Solid quantitative, problem-solving and analytical skills 
• Ability to use critical thinking skills to drive solutions
• Self-directed, self-motivated and results-oriented
• Must be able to successfully pass a credit check
• Effectively prioritize and manage multiple tasks or projects simultaneously to meet deadlines and achieve organizational goals and department priorities
• Effectively model and demonstrate CFT’s core competencies which include Collaboration, Impact and Problem Solving, Integrity and Accountability, Learning, and Internal and External Service.

Disclaimer: The above sections contain representative examples of job duties that might be performed by employees assigned to this classification. CFT is a dynamic organization, and the environment can be fluid. Roles and responsibilities may be altered to accommodate changing conditions and objectives as well as to tap into the skills and experience of its employees.Accordingly, employees may be asked to perform duties that are outside the specific work that is listed. This is not an exhaustive list of all responsibilities, duties and/or skills required of all employees within this class.