Philanthropy Coordinator - Corporate

Position Summary

The Philanthropy Coordinator serves as a strategic partner to frontline fundraisers and the External Affairs team, applying critical thinking to manage sensitive information about high‑net‑worth donors with accuracy, discretion, and insight. This role plays a pivotal part in cultivating a donor‑centered, data‑driven culture of philanthropy that drives transformational impact. Key responsibilities include assisting with donor stewardship, outreach, and coordinating tours and visits;

supporting major fundraising events such as the Gala and Golf Tournament; and overseeing the donor database to ensure accurate records and actionable reports that strengthen San Ysidro Health’s mission and donor experience.

Donor Stewardship, Outreach, and Tours/Visits (≈30%)

• Draft, personalize, and track donor acknowledgments, thank‑you calls, impact updates, and stewardship touchpoints.
• Maintain a rolling stewardship calendar; document all activities and “moves” in the CRM; prepare briefing notes and call sheets.
• Coordinate clinic tours, provider meet‑and‑greets, and site visits (agenda, logistics, photography permissions).
• Monitor philanthropy inbox/voicemail and route inquiries promptly, schedule donor meetings for frontline fundraisers.
• Produce donor‑facing materials (one‑pagers, impact snapshots, pledge reminders) in collaboration with Communications.

Fundraising and Cultivation Events:
Gala, Golf Tournament, and Other (≈40%)

• Provide year‑round project support: timelines, vendor coordination, permits/COIs, venue and AV logistics, and volunteer scheduling.
• Manage guest list and seating; coordinate check‑in, bid paddles, registration, and onsite donor stewardship.
• Support donor cultivation events and meetings with invitations, RSVPs, materials, and follow‑ups.
• Support sponsorship fulfillment and recognition (program listings, on‑site signage, digital assets, donor wall updates).
• Track‑in‑kind donations and auction items; organize packaging, descriptions, and post‑event thank‑you communication.
• Capture accurate event revenue/expense data; assist with budget tracking, gift entry, pledge processing, and post‑event reporting.
• Create debriefs with insights and recommendations for continuous improvement.

Donor Database (Customer Relations Management) & Reporting (≈30%)

• Serve as day‑to‑day CRM lead for accurate constituent, gift, pledge, tribute, and soft‑credit entry. Experience with a donor database such as Donor Perfect preferred.
• Uphold data quality standards: duplication, coding conventions, National Change of Address updates, and documentation of Standard Operating Procedures.
• Build and run lists, queries, and dashboards for portfolios, appeals, events, stewardship, campaigns, and pipeline health.
• Partner with Finance on Gift Reconciliation; prepare weekly, monthly, and campaign/event reports.
• Support system training for teammates; maintain user guides and quick‑reference materials.
• Maintain confidentiality and ensure compliance with HIPAA and all San Ysidro Health data policies.

Additional Duties and Responsibilities

• Other duties as assigned.

Experience Required

• 1–3 years in fundraising, donor development, and/or event administration.
• Healthcare and/or multi‑site nonprofit experience is preferred.
• Detail‑oriented project manager who can juggle multiple deadlines.

Education Required

• BA degree (communications, nonprofit management, marketing, business, or related field) or equivalent experience.

Certifications/Licenses Preferred

• Valid driver’s license.

Verbal and Written Skills Required to Perform the Job

• Strong written and interpersonal communication.
• Donor service mindset.
• Sound judgment and discretion.
• Team‑first collaborator.
• Continuous improvement orientation.
• Spanish/English bilingual skills are helpful.

Technical Knowledge and Skills Required to Perform the Job

• Proficiency with nonprofit CRM (Donor Perfect strongly preferred) Microsoft Excel/Word/Outlook, mail merges.
• Comfort learning new systems (egiving/auction platforms, email tools such as One Cause).

Equipment Used

• General office equipment.

Working Conditions and Physical Requirements

• Occasional evenings/weekends for donor…