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About the Role

The Foundation and Legacy Giving Associate plays a pivotal role in raising $3 million annually from foundation and government sources, and supporting long-term institutional revenue growth through stewardship of Legacy Society donors. This role provides administrative and grant preparation support, manages prospect research and grant reporting, and tracks grant deadlines. The Associate will also assist in implementing a stewardship and marketing strategy for the Legacy Society.

Responsibilities

Partners with the Associate Director on grant proposal preparation, including authoring proposals and performing grant-related tasks such as writing, proofreading, creating budgets, gathering data, and coordinating attachments.
Manages grant reporting, including drafting narratives and working with the finance department to create financial statements and prepare necessary attachments.
Maintains the grant calendar and tracks all deadlines for foundation and government proposals and reporting.
Manages prospect identification and research to build and manage a pipeline of prospects.
Maintains donor records in Salesforce CRM to reflect ongoing research, cultivation, solicitation, and stewardship activities.
Works with Development colleagues and Data Information Services to ensure timely and appropriate gift processing and data entry.
Prepares invoices, pledge forms, and acknowledgment letters for foundation, corporate, and government grants.
Assists with stewardship and cultivation of foundation and government funders via tours, meetings, and events.
Assists in the preparation of materials for exhibition and special project fundraising.
Performs other related administrative duties as needed in support of the division.
Provides administrative support for incoming estate gifts, including scanning and filing trust documents, completing required forms, and tracking estate status in Salesforce CRM.
Implements stewardship strategy for Legacy Society donors, including outreach such as thank-you letters and museum updates.
Drafts email campaigns and marketing copy, works with Data Information Services to prepare email lists, and summarizes campaign data for Legacy Society solicitations.
Assists with planning and day-of logistics for Annual Legacy Society Tea & Lecture.
Supports other Development events as assigned, including on nights and weekends.
Comprehensively tracks all legacy gift donors and prospects in Salesforce.
Adheres to processes that address acceptance, management, and disposition of legacy gifts.
Performs other related administrative duties as needed in support of the division.

Requirements

A Bachelor’s degree from an accredited college or university.
Two years of progressively responsible experience in a development department.
Grant writing experience preferred.

Skills

Professional phone manner and the ability to deal courteously and effectively with donors, the public, and staff.
Excellent organizational, writing, and communication skills.
Familiarity with proofreading and editing preferred.
Knowledge of research techniques and resources used in institutional giving.
Experience with relational databases, preferably Salesforce CRM.
Proficiency with Microsoft Office and G Suite software programs.
Familiarity with budgeting and preparing financial statements preferred.
Ability to work across departments to gather information and materials.
Ability to produce work that exhibits a high degree of accuracy and detail.
Experience with record keeping.
Ability to maintain strict confidentiality and work independently with minimal supervision.
Knowledge of principles, methods, and practices of the development profession.
Self-motivated, highly organized, and deadline-driven.
Ability to thrive in a fast-paced environment.

Location

San Francisco, CA

Work Type

Hybrid

Experience Level

Two years of experience

Education Level

Bachelor's degree

Salary/Compensations

Step 1 (starting rate) is $30.05 per hour, Step 7 (max rate) is $40.27.

Benefits

Medical insurance
Dental insurance
Vision insurance
Generous time off package

About the Company

COFAM is the Corporation of Fine Arts Museums and is the privately funded non-profit corporation which supports the Fine Arts Museums of San Francisco, a department of the City and County of San Francisco.
Comprising the de Young Museum in Golden Gate Park and the Legion of Honor in Lincoln Park, we are the largest public arts institution in the City of San Francisco and one of the largest art museums in the United States.
The de Young, designed by Herzog & de Meuron and located in Golden Gate Park, showcases American art from the 17th through the 21st centuries, international contemporary art, textiles and costumes, and art from the Americas, the Pacific, and Africa.
The Legion of Honor displays a collection of over 4,000 years of ancient and European art including Auguste Rodin's The Thinker and houses the Achenbach Foundation for Graphic Arts in a Beaux-Arts style building overlooking Lincoln Park and the Golden Gate Bridge.

Equal Opportunity

COFAM is proud to be an equal opportunity employer and is committed to a policy of nondiscrimination in all phases of employment in accordance with all federal, state, and local laws.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.