Our diverse, visionary, and multi-talented staff bring their expertise to The San Francisco Foundation in a shared calling to work for positive change across the Bay Area. When available, we will post opportunities for you to join us in our work to make the Bay Area the best place it can be.

Donor Relations Officer

Donor Relations Officer
(Full-Time, Exempt)

ORGANIZATION OVERVIEW

The San Francisco Foundation (TSFF) is the community foundation serving the Bay Area since 1948, granting more than $800 million over the past ten years. Through the generosity and vision of our family of donors, TSFF has over $1 billion in assets and awarded grants totaling more than $90 million in FY 2013. TSFF brings together donors and builds on community assets through grantmaking, lending, leveraging, public policy, advocacy, civic engagement and leadership development in the areas of community health, community development, arts and culture, the environment, and education. www.sff.org

REPORTS TO: VP of Development and Donor Services

POSITION SCOPE and RESPONSIBILITIES

The Donor Relations Officer, as an integral member of the Development and Donor Services Department, is responsible for providing exceptional customer service and for deepening the relationships with existing TSFF donors.   S/He must therefore be able to present effectively the ways in which TSFF can be a valuable philanthropic partner and to create and manage projects that realize these benefits for donors.

The DRO assists donors in achieving their philanthropic goals by helping facilitate their giving and by providing services to enhance the impact of their current and legacy giving. In addition, the DRO engages donors in the work of TSFF in order to encourage donors to support and invest in the mission of TSFF. The DRO also assists donors in making additional contributions of cash, stock, and other assets to their funds.

The DRO is the main liaison between his/her portfolio of donors and the Foundation, and is the main point of contact in connecting donors with the grantmaking expertise available at TSFF. To ensure that TSFF is serving as a valuable philanthropic partner, the Donor Relations Officer must become knowledgeable about the breadth and depth of the programmatic work of TSFF and must be able to clearly communicate the major initiatives and their impact to donors in a manner that adds value to their grantmaking.

•   Donor Stewardship and Cultivation: Work with the Vice President of Development and Donor Services (DDS), Program Directors, and other members of the DDS team to steward and cultivate current donors to meet the their philanthropic lifetime and legacy giving goals, and to support TSFF’s targeted fundraising goals. This will include developing a thorough understanding of donors’ needs and interests, looking for opportunities to deepen donors’ understanding and interests in TSFF’s mission, and implementing strategies to encourage more giving into TSFF’s work through lifetime and legacy giving options.

•   Donor Relationship Management: Manage a portfolio of donors with the goal of furthering the donor’s philanthropic vision and supporting the Foundation’s mission. Create programs that make the Foundation’s expertise – as represented by our Program areas – and philanthropic planning resources available to donors. This will include managing donor events and educational forums, arranging site visits, coordinating fund reviews, and timely communications with assigned donors. Respond to donors’ routine requests for information about grantee organizations and areas of philanthropic interest and tracks contacts between donors and The San Francisco Foundation. Partner with Planned Giving Officer to create and implement strategies for legacy giving options when appropriate.

•   The Officer will also be responsible for using TSFF’s donor database for tracking and recording relationships with donors, building profiles of donors, and researching donors’ interests, giving patterns, and philanthropic capabilities. The Donor Relations Officer will also help advise on the creation and production of various marketing materials, events, and customized services for donors. Organize and present donor forums and represent TSFF at various events in the field. This position requires occasional evening and weekend work.

•   Development Support: On occasion, meet with prospective donors and their professional advisors interested in establishing donor relationships with TSFF. The DRO will also be involved in helping to raise funds to support TSFF’s’ work. This will include providing donors and prospects with information about relevant grantmaking opportunities in the Bay Area, as well as making direct funding requests to donors.

•   Marketing: Work collaboratively with Marketing and Communications to develop and maintain marketing materials which target new and existing donors with TSFF philanthropic products and offerings.

•   Operations: Provide feedback and recommendations on updates to policies, procedures, and systems to improve donor services.

•   Other duties and projects as assigned.

QUALIFICATIONS

  • Education: Undergraduate degree in a liberal arts, business or other relevant discipline; Masters degree a plus.
  • Experience: Minimum five years of fundraising portfolio and relationship management, stewardship and cultivation, and/or service related experience with a particular focus on providing services to high net worth individuals. Proven experience in fundraising, including face-to-face solicitations, and strategic relationship management. Knowledge of basic planned giving concepts and experience in the Bay Area nonprofit sector a plus.
  • Knowledge, Skills, and Competencies: Excellent verbal and written communications. Exemplary ability to work collaboratively and to build and maintain interdepartmental relationships. Exceptional attention to detail. Comfortable with public speaking. Personal maturity and demonstrated good judgment. Patience with problem solving and trouble-shooting and the willingness and ability to prioritize on-the-fly. Skill in working with major donors, prospects, professional advisors, and business and community leaders. Knowledge of Bay Area philanthropic community and civic organizations. Passion for learning and sharing information.

Skill in creating professional service offerings. Good understanding of fundraising concepts and practices. General knowledge of investments and the financial services industry. Ability to understand and effectively communicate programmatic objectives and accomplishments. Exceptional project management skills. Knowledge of and familiarity with database systems and an understanding of how data is used in planning and evaluating project objectives and measuring impact.

Must be a critical thinker with ability to understand root causes of problems and envision systematic changes. Must be able to synthesize and translate technical content (financial, programmatic, and investment related) to donors, professional advisors and prospects.

COMPENSATION: Commensurate with background and experience in addition to a competitive benefits package.

APPLICATION DEADLINE: September 19, 2014

TO APPLY: Send Resume with cover letter to resumes@sff.org

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

Grants Assistant

Grants Assistant
Full-Time, Non-Exempt

ORGANIZATION OVERVIEW

The San Francisco Foundation (TSFF) is the community foundation serving the Bay Area since 1948, granting more than $800 million over the past ten years. Through the generosity and vision of our family of donors, TSFF has over $1 billion in assets and awarded grants totaling more than $90 million in FY 2013. TSFF brings together donors and builds on community assets through grantmaking, lending, leveraging, public policy, advocacy, civic engagement and leadership development in the areas of community health, community development, arts and culture, the environment, and education. The San Francisco Foundation serves San Francisco, Alameda, Contra Costa, Marin, and San Mateo Counties.

REPORTS TO: Manager of Grants Administration

POSITION SCOPE AND RESPONSIBILITIES

The Grants Assistant is a member of the Operations team and reports to the Manager of Grants Administration. The Grants Assistant provides grantmaking and fund management support for the Grants Management team. Responsibilities include, but are not limited to, the following:

  • Accurately inputs and processes grant recommendations and grant program applications.
  • Reviews grant recommendations and ensures that they are compliant with IRS regulations, Council on Foundation National Standards, and internal policies.
  • Ensures that The San Francisco Foundation’s proprietary grants management system (GMS) and CRM database (Raiser’s Edge) remain accurate and up-to-date.
  • Drafts, edits, formats, and produces documents, including policy and procedure manuals, correspondence, board docket materials, and memoranda.
  • Creates and runs GMS, RE, and Access queries to quickly sort and report on information from The San Francisco Foundation’s various applications, including fiscal year reporting for submission of 990 and development of annual report.
  • Works with other members of the Grants Management team to train staff to meet TSFF grantmaking objectives and goals based on curriculum developed by the Manager of Grants Administration.
  • Generates reports, pivot tables, and charts for internal and external use, on a regular basis and as needed by the Manager of Grants Administration in her/his capacity, including grants activity reports and grantee/donor contact information reports.
  • In collaboration with other Grants Management staff, the Grants Assistant understands and ensures team adherence to all Foundation policies and procedures related to the grantmaking processes – from inquiry and application intake through final reporting and administrative close.
  • Cross trains and acts as back-up to other members of the Grants Management team to ensure understanding and timely execution of the grantmaking process from start to finish.
  • Works collaboratively with and acts as a liaison between other Foundation departments.
  • Responds to grants process and compliance questions from staff and donors.
  • Participates in staff meeting, professional development activities, internal committees, and cross-departmental projects as appropriate.
  • Works on special projects as requested by the Manager of Grants Administration.
  • Performs front desk coverage and serves as back-up to other Grants Assistants as part of the Administrative Support team.
  • May cover specific Grants Manager functions on a time limited basis in emergency or time limited situations.

QUALIFICATIONS

Education: Bachelor’s degree is strongly preferred.

Experience: Minimum 5 years’ experience in an administrative or project management support experience in a team oriented organization committed to excellence in supporting its constituents. Philanthropic experience and/or grants compliance experience a plus.

Knowledge, Skills, and Competencies: Possess strong communication skills, both oral and written in addition to very good listening skills. The ideal candidate has a poised, confident, and professional style, and be self-starter who demonstrates a commitment to outstanding customer service. Exceptional attention to detail and follow-through in addition to proven ability to effectively manage multiple tasks, prioritize, and meet deadlines is required. Ability to understand and communicate grantmaking related governmental regulations, foundation best practices, and internal policies, and the confidence to ensure that all departments adhere to those regulations, best practices, and internal policies.

Skilled (intermediate to advanced) in PC use and technology including latest Microsoft applications (Word, Excel, Access, Outlook, Powerpoint), Windows 2010, and internet. Must have the desire and ability to quickly learn new applications as they are introduced into the work environment and as appropriate, assist in training other team members in using these applications. Adept in using database programs is required; Raiser’s Edge experience is strongly preferred.

COMPENSATION: Commensurate with background and experience in addition to a very competitive benefits package.

APPLICATION DEADLINE: Friday, September 12, 2014

TO APPLY: Send resume with cover letter to resumes@sff.org.

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