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Operations Manager, Philanthropy & Gift Planning

Company: San Francisco Foundation
Location: San Francisco
Posted on: November 22, 2021

Job Description:

With more than $1.8 billion in assets, the San Francisco Foundation is one of the largest community foundations in the country. Our mission is to mobilize resources and act as a catalyst for change to build strong communities, foster civic leadership, and promote philanthropy in the San Francisco Bay Area. The foundation is committed to expanding opportunity and ensuring a more equitable future for all in the Bay Area. Together with its donors, the foundation distributed $154 million to nonprofit organizations last fiscal year. The San Francisco Foundation serves Alameda, Contra Costa, Marin, San Francisco, and San Mateo Counties, as well as initiatives serving the nine-county Bay Area. As a community foundation, the Foundation relies on a broad base of donors to support our mission. The Philanthropy and Gift Planning department raises money, establishes Donor- Advised and other types of charitable funds, assists with estate plans, works with professional advisors and cultivates strong relationships with donors to move resources into the Bay Area, and toward our equity-focused work. Position Description:Reporting to the Philanthropy Officer (CPO), the Operations Manager plays a key role on the Philanthropy and Gift Planning (PGP) team.The Operations Manager will work in collaboration with the CPO and PGP Directors, and is responsible for managing the systems, processes, administration and data that support gift planning and donor services, and ensure operational excellence and superior customer service to donors, prospects and professional advisors. The Operations Manager is the department lead for the foundations CRM system (Salesforce) and its proprietary donor portal (Donor Center). Department Operations Oversees the management of department workplan and required internal reportingSupports the management and monitoring of the department budget and reportingOversees and coordinates department electronic file systems and document management practices and procedures, including the department manual Creates and maintains project tracking system for operationsRecommends, updates, documents and communicates policies, procedures and processes in support of PGP goals Builds reports and implements process improvements in SalesforceGift Acceptance and Fundraising AdministrationCoordinates and executes (as appropriate) operations that support gift planning and donor services, including:timely and accurate gift entry and acknowledgmentset up of new fundsfund closures maintaining of fund files interfacing with SFF Finance Department and providing necessary data and documentationinterfacing with external brokerage firm on status of gift transfers Data Management, Reporting and AnalysisOversees and guides PGP data management (inputs and outputs) Generates data and reports for internal and external use, including but not limited to:PGP dashboards and fundraising activityPerformance metricsAnnual report data990s, Attorney General submissionsMailing listsDonor reports Fund ManagementSupports the management of SFF fund documentation in Salesforce to ensure the utmost accuracy and fulfillment of critical compliance standardsSupports creation and distribution of quarterly statementsSupports creation of annual statements and communication of available spending for endowment fundsSupports the administration of special/unique funds as neededInterfaces with grants management as needed Systems/Technology Participates in foundation systems training and provides education and guidance to PGP staffTroubleshoots department technology issues and develops/updates best practice proceduresServe as departments power user and team trainer, when appropriate, for PGPs business processes Participates on IT Application Steering Committee as needed/if appropriate. OtherResponsible for other projects as assigned. Qualifications and Skills:Undergraduate degree in a liberal arts, business, or other relevant disciplineMinimum of 4-6 years of professional experience fundraising and donor relations or comparable customer service role, in a team-oriented organization committed to excellence in supporting its clients and partners.Experience in databases and data entry management and best practices preferably in a fundraising or sales environment.Exceptional project management, administrative, and organizational skills Strong oral and written communication skills, and strong listening skillsStrong analytical skillsAbility to work across departmentsExceptional attention to detail and follow through and proven ability to juggle multiple tasks, prioritize, and meet deadlines is required.Experience in supporting direct donor / client relations services is highly desired, preferably with high-net worth individuals and families.Advanced computer skills in the Microsoft environment including Outlook, Word, Excel, PowerPoint.Proficiency with Salesforce or comparable CRM Must have the desire and ability to quickly learn new applications as they are introduced into the work environment and as appropriate. Compensation: Commensurate with background and experience in addition to a very competitive benefits package. The San Francisco Foundation is an equal opportunity employer and encourages people of diverse backgrounds to apply. Powered by JazzHRPI153972177

Keywords: San Francisco Foundation, San Francisco , Operations Manager, Philanthropy & Gift Planning, Executive , San Francisco, California

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