Associate, Philanthropy and Gift Planning Operations
About the role
Mission: All people living in the San Francisco Bay Area are economically secure, rooted in vibrant communities, and engaged in civic life.
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.
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.
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.
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