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About the Role

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. 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.

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

Requirements

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
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.

Skills

Salesforce
Microsoft 365 (Outlook, Word, PowerPoint, Excel, Teams, & Copilot)
Zoom
Fluxx
Qliksense
Smartsheet
NetSuite

Location

San Francisco Bay Area

Work Type

Hybrid

Experience Level

Associate

Salary/Compensations

$4887.50 per pay period

Benefits

Comprehensive medical and fringe benefits

About the Company

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

Equal Opportunity

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