Philanthropy Data & Gift Planning Associate

Association of Fundraising Professionals (AFP) Silicon Valley Chapter; San Francisco (CA); Hybrid; USD 120,000 - 135,000; Full time

Benefits offered by this job

Medical benefits

Fringe benefits

Hybrid work model

Job summary

The San Francisco Foundation is seeking an Associate, Philanthropy and Gift Planning Operations to support core operational functions, ensure data integrity, and enable donor engagement through reporting and systems support.

You will work with internal teams, leadership, vendors, and consultants to maintain donor records, produce reports, and support gift processing while advancing data systems across the Philanthropy & Gift Planning department.

Qualifications

• 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 deadlines.
• Ability to handle confidential information with discretion.
• Strong problem-solving and data management skills.
• Ability to learn new applications, platforms and systems quickly.

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.
• Support virtual and in-person events with email/guest lists, campaigns syncing, and post-event data uploads.
• Assist with RSVP tracking and day-of guest registration for events.
• Assist in monitoring and resolution of the ticketing system via Smartsheet.
• Recommend and implement improvements to data entry and reporting processes; update the Operations Manual.
• Serve as a resource for Salesforce and other technology tools.

Skills

Data entry

Salesforce

Nonprofit systems

Attention to detail

Project coordination

Tools

Salesforce

Smartsheet

Fluxx

Qliksense

NetSuite

Microsoft 365

Zoom

Job description

The San Francisco Foundation is seeking an Associate, Philanthropy and Gift Planning Operations to support core operational functions, ensure data integrity, and enable donor engagement through reporting and systems support.

You will work with internal teams, leadership, vendors, and consultants to maintain donor records, produce reports, and support gift processing while advancing data systems across the Philanthropy & Gift Planning department.