Planned Giving Accountant

Samaritan Health System - Watertown, NY


Minimum Education Requirement : Bachelor’s degree preferred or Associates degree with commensurate level of experience.

Minimum Experience Requirement : Experience related to donation and money management preferred, high proficiency with Excel. 2 year accounting or commensurate experience preferred. Any knowledge of Raiser's Edge or comparable fundraising software is preferred along with proficiency in Microsoft Excel, word, outlook and graphics software, with minimum typing speed of 60 wpm. Ability to compose correspondence and proof assignments to ensure accuracy of documents. Excellent interpersonal, organizational, and written and verbal communication skills required. Detail to attentiveness, confidentiality and analytical skills required. Individual must be self-motivated and willing to self- direct. Ability to simultaneously handle multiple assignments and projects with speed and accuracy. Able to work efficiently and effectively under time constraints. A working knowledge of book keeping and basic accounting practices is required. Involved with supporting, planning and logistics for various events held throughout the year as needed.

Provides support to the Samaritan Medical Center Foundation, Children’s Miracle Network initiatives, VP, Foundation & Community Services and its Board. Responsible for entering Foundation & CMN donations in database following Foundation Policy & Procedures, including but not limited to pledges and pledge payments, payroll deduction donations, matching gifts, one time donations, honorary/memorial gifts, and event receipts, processing acknowledgement letters, processing deposit log and gift entry validation reports for Foundation & CMN. Additional responsibilities include:

  • generating daily, monthly, year-end reconciliation, analytic reports and dashboards
  • generating queries/reports/exports for donor recognition, appeal/ campaign analysis, monthly goal metrics reporting
  • creating accurate reports for Foundation & CMN staff and committees
  • maintaining highest data quality/consistent quality control reports, bulk updates including but not limited to deceased constituent finder, address changes (external and internal sources), importing CMN national’s data from direct mail and radio-thon donors
  • generating mailing lists to specific constituent groups
  • working with IT to ensure latest patches & updates are installed
  • Assist Foundation & CMN with other tasks as assigned

Samaritan is an Affirmative Action/Equal Opportunity Employer. Women, Minorities, Disabled, and Veterans are encouraged to apply.

Job Type: Full-time

Salary: $19.00 to $24.00 /hour


  • Excel: 1 year (Required)
  • Graphics Software: 1 year (Preferred)
  • accounting: 2 years (Preferred)
  • Raiser's Edge or fundraising software: 1 year (Required)


  • Associate (Required)

Work Location:

  • One location


  • Health insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan
  • Paid time off

This Job Is Ideal for Someone Who Is:

  • Dependable -- more reliable than spontaneous
  • People-oriented -- enjoys interacting with people and working on group projects
  • Autonomous/Independent -- enjoys working with little direction

This Job Is:

  • A job for which military experienced candidates are encouraged to apply
  • A job for which all ages, including older job seekers, are encouraged to apply
  • A job for which people with disabilities are encouraged to apply