Philanthropy Assistant - The Community Foundation San Luis Obispo County : Job Details

About the Position

Job Overview

The Philanthropy Assistant, reporting to the Director of Philanthropy, is a key member of the donor services team. This position focuses on the administrative functions of the Foundation's donor services team, delivering excellent customer service to fund holders and prospective donors while assisting with fund administration and reporting. The role requires meticulous attention to detail, outstanding organizational skills, and proficiency with computer systems. More importantly, this role is a crucial part of our mission, supporting the Foundation's efforts to make a difference in the community. This is a full-time, non-exempt position that offers comprehensive benefits.

Donor Services (50%)

• Administer donor acknowledgments.

• Track and organize donor stewardship activities.

• Prepare new fund materials and organize new fund onboarding.

• Orchestrate grant distributions for fund holders, including assembling packets and conducting due diligence on grantees.

• Coordinate logistics for donor-related events, including vendor coordination, RSVPs, program development, and on-site support.

• Prepare prospect research.

Database Management (30%)

• Update forms and templates annually.

• Coordinate and schedule donor follow-up activities.

• Perform data entry and updates in donor management software.

• Generate reports on donor activity and fund development metrics.

• Conduct regular maintenance and audits of donor and fund records.

Committee Support (10%)

• Staff support for Committees:

-Prepare and distribute committee meeting materials, take notes, and track action items.

-Manage logistics, including meeting dates, RSVPs, technology, and supplies.

-Assist in the cultivation, onboarding, and recruitment of new members.

Marketing and Communications (5%)

• Manage communication e-news subscription list.

• Coordinate Philanthropy department files, including organization and maintenance.

• Generate ideas for subject matter.

• Coordinate participation and content gathering with internal and external members.

Other Essential Functions (5%)

• Support the Director of Philanthropy with administrative tasks as needed.

• Provide phone backup and reception coverage as needed.

• Event support for department and foundation events.

• Other duties as assigned.

Qualifications

• Two years of relevant administrative experience, preferably in a nonprofit organization or private or community foundation with a history of working with donors, committees, and boards.

• Demonstrated ability to interact effectively with diverse individuals and groups. Strong customer service orientation.

• Demonstrable technical skills in PC systems with thorough Microsoft Word and Excel knowledge.

• Experience with data entry, reporting, and maintenance of software including – FIMS, Excel, MailChimp, Zeffy, etc.

• Superb organizational ability: multi-task, track multiple projects, meet deadlines, and set priorities.

• Excellent written and verbal skills.

• Ability to take initiative, work independently with direction, and solve problems with minimum supervision.

• Meticulous attention to detail.

• Ability to handle confidential information.

• Ability to work cooperatively as a team player in a small office.

• Enthusiasm, professionalism, and integrity.

• Complete commitment to the mission of the Foundation.

• Ability to climb stairs and lift 25 pounds.

The Community Foundation San Luis Obispo County is an equal opportunity employer. We encourage applications from individuals of all backgrounds and experiences.

To apply, please send a cover letter and resume to [email protected]. All applications and letters of interest are handled with complete confidentiality.

• Philanthropic Fundraising Services

Full-time