Associate, Philanthropy and Gift Planning Operations

San Francisco Foundation; San Francisco (CA); Hybrid; USD 120,000 - 135,000; Full time

Job summary

The San Francisco Foundation is seeking an Associate in Philanthropy and Gift Planning Operations to support data integrity, gift processing, reporting, and system administration. The role collaborates with internal teams, leadership, vendors, and consultants to ensure efficient operations and donor engagement.

Key responsibilities include maintaining donor records, generating lists, and producing dashboards in Salesforce, Fluxx, and related platforms.

Qualifications

• 2+ years of relevant nonprofit data entry and donor data experience.
• Experience with nonprofit databases; Salesforce preferred.
• Strong organizational, analytical, and project coordination skills.
• Excellent attention to detail with the ability to manage multiple priorities and deadlines.
• Ability to handle confidential information with discretion.
• Ability to learn new applications, platforms and systems quickly.

Responsibilities

• Process gifts, acknowledgements, and receipts accurately and timely.
• Maintain and update donor and fund records.
• Generate donor lists for mailings, newsletters, and engagement.
• Produce reports and dashboards to track donor engagement and activity.
• Support donor fund administration and statements.

Skills

Organizational skills

Analytical skills

Project coordination

Learning agility

Tools

Salesforce

Fluxx

Qliksense

Smartsheet

NetSuite

Microsoft 365

Zoom

Job description

Associate, Philanthropy and Gift Planning Operations

Mission

All people living in the San Francisco Bay Area are economically secure, rooted in vibrant communities, and engaged in civic life.

Our Values

Anti-racism Boldness Equity Rooted in Community

Position Summary

The Associate, Philanthropy & Gift Planning Operations supports core operational functions of the Philanthropy & Gift Planning (PGP) department, ensuring accurate donor data, timely gift processing, and effective use of systems such as Salesforce in partnership with internal teams, leadership, vendors, and consultants. This role plays a critical part in maintaining data integrity, supporting donor engagement processes, and enabling efficient department operations through reporting, list generation, and systems support.

Key Responsibilities

• Process gifts, acknowledgements, and receipts accurately and in a timely manner
• Maintain and update donor and fund records
• Support the generation of donor lists for mailings, newsletters, and other donor engagement
• Produce reports and dashboards to track donor engagement and activity
• Support donor fund administration, including opening/closing donor advised funds
• Produce and distribute donor fund statements
• Support grantmaking operations in Salesforce
• Maintain electronic filing systems and documentation
• Monitor and resolve data issues, including duplicate records and data integrity concerns
• Supports virtual and in-person events by assisting with the generation of email/guest lists, syncing Salesforce and Pardot campaigns, and managing post-event data uploads and maintenance
• Supports RSVP tracking and day-of guest registration for events as needed
• Assists in the monitoring and resolution of the department support ticketing system via Smartsheet
• Recommend and implement improvements to data entry and reporting processes, and ensure process changes are recorded and updated in PGP Operations Manual
• Serves as a resource for the PGP department in their utilization of Salesforce and other technology tools

Authority & Reporting

The role sits within the Philanthropy and Gift Planning department.

• Reports to: Director, Donor Operations & Strategy
• Partners most closely with: PGP Operations Manager, Finance, IT, PGP team

Qualifications & Competencies

• Minimum of 2+ years of relevant experience
• Experience working with nonprofit databases and data entry management, Salesforce preferred
• Strong organizational, analytical, and project coordination skills
• Exceptional attention to detail with ability to manage multiple priorities and deadliness
• Ability to handle confidential information with discretion
• Strong problem-solving and data management skills
• Ability to learn new applications, platforms and systems quickly

Technical abilities and skills

• Intermediate to advanced computer/software skills, including Microsoft 365 (Outlook, Word, PowerPoint, Excel, Teams, & Copilot) and Zoom.
• Ability to learn and navigate online platforms, including Fluxx, Qliksense, Smartsheet Salesforce, NetSuite and other platforms as needed

We encourage candidates to apply even if they do not meet every qualification listed. You may be just the right candidate for this or other roles.

Compensation & Benefits

The San Francisco Foundation offers a competitive total compensation package, including base pay aligned with organizational budget size and comprehensive medical and fringe benefits. Learn more about our compensation philosophy and benefits on our career page.

Position Pay Rate: $4887.50per pay period

Remote Work Policy

This position follows a long-term hybrid work model. Dedicated to its employee health and safety, The Foundation will continue to make decisions in accordance with San Francisco County and California mandates. Employees must reside in or be willing to relocate to the San Francisco Bay Area and work in the office a minimum of one day per week.

Physical Requirements

This role is primarily sedentary and performed in a hybrid or remote office environment. It requires prolonged computer use, virtual communication, and occasional light lifting (up to 10 lbs.). The San Francisco Foundation provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable laws.

Requesting Accommodations

Reasonable accommodations are available for applicants and employees with disabilities. Please contact [e-mail] for support.

The San Francisco Foundation is an equal opportunity employer and encourages candidates of diverse backgrounds to apply.