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Donor Information Manager

ABOUT THE FOUNDATION


San Francisco General Hospital Foundation (SFGHF) is a dynamic and growing nonprofit fundraising organization dedicated to promoting equity in healthcare for all at the Priscilla Chan and Mark Zuckerberg San Francisco General Hospital and Trauma Center (ZSFG). ZSFG is the only provider of trauma (Level 1) and 24-hour psychiatric emergency services for 1.5 million people in San Francisco and northern San Mateo counties.

 

A comprehensive medical center, ZSFG provides quality health care with compassion and respect to 100,000 inpatient and 500,000 outpatient visits per year, including some of San Francisco’s most vulnerable. In addition, ZSFG is one of the nation’s top tertiary academic medical centers conducting clinical training and research. In 2016, ZSFG opened a new acute care hospital and the Foundation concluded a successful multi-million-dollar capital campaign.

 

This candidate will join a diverse and inclusive Foundation staff at an exciting time as it continues to grow and advance public health in San Francisco. The Foundation and the Hospital are proud to have racially diverse staffs and the Hospital serves a racially diverse population. At both SFGHF and ZSFG, Equity, Diversity, and Inclusion principles inform and guide our work and are built into our strategic plans. Candidates should be committed to equity and inclusion on multiple fronts (e.g. race, disability, neurodiversity, LGBTQ+ identity, etc.). BIPOC candidates are warmly welcome and strongly encouraged to apply.

POSITION SUMMARY:


FLSA Status: Exempt

 

The Donor Information Manager is a critical operational role that interprets data and provides strategic analysis that ultimately enables SFGHF to communicate effectively when working on fundraising and revenue goals. This position also takes a proactive approach in evaluating donor findings and assessing different metrics and trends to build a best-in-class approach that influences future donor development work plans.

 

This key position has technical expertise with the donor database, Raiser’s Edge, and oversees its utilization to make informed recommendations and support the identification, solicitation, and stewardship of donors and prospects. The Donor Information Manager will take a proactive leadership role to guide the organization through significant growth and ensure that operational resources, processes, and procedures support and facilitate overarching organizational goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES:


Lists and Other Reporting: 30%

  • Produce highly complex lists and reports based on evolving criteria and output, requiring knowledge of SFGHF data and Raiser’s Edge capabilities
  • Perform regular audits to ensure the integrity of the data and reconcile gifts, grants, and pledges with the Finance department
  • Ensure pledge protocols are followed and proactively prepare pledge reminders
  • Work with Development team fundraisers to determine their needs and pull, segment, and analyze data/lists for their mail and email solicitations, stewardship touchpoints, etc.
  • Work alongside the Events team to pull, segment, and analyze data/lists for their mail and email invitations, call-out year-over-year trends when applicable
  • Collaborate with Marketing and Communications to pull mail and email lists for their e-newsletters, stewardship reports, etc.
  • Generate gift reports detailing individual, corporate, foundation, and other revenue and/or outstanding gifts
  • Coordinate donor giving information for audit and recognition purposes
  • Work closely with Finance to complete the annual audit

 

Fundraising Support: 45%

  • Utilize database expertise to support prospect research and qualification
  • Act as organizational expert on DonorSearch wealth screening software and identify, suggest, and implement ways it can support overall fundraising efforts
  • Proactively drive the organization’s Moves Management process. Direct and reinforce the proposal process to fundraisers, including creating and sharing a timeline, reminders, follow-up, etc. as needed. Keep campaign and other gift proposals updated and accurate in the database and track and report on progress throughout the year
  • Govern the nascent use of the Raiser’s Edge Membership Module to track gift timing, renewals, upgrades, downgrades, and other trends
  • Assist the Events team by tracking each event invitation and attendance in Raiser’s Edge and provide post-event reporting
  • Play active role in online and email fundraising efforts and provide testing, review, and input, as well as identify opportunities for improvement
  • Partner with Direct Response Program Manager, Communications staff, and others to ensure online gift options are available, functioning correctly, and providing an optimal donor experience

 

Gift Administration and Database Management: 15%

  • Oversee the SFGHF donor database, Raiser’s Edge; provide expert insights and analytics to Development, including configuring the database and data reporting and analysis to best meet the organization’s evolving needs. Adhere to evolving best practices and accurate, complete record-keeping
  • Oversee day-to-day gift and fundraising operations including continually identifying and implementing areas for improvement; take initiative to problem solve or make the case for change to others as needed
  • Be a backup as needed to code, enter all gifts, grants, pledges, and proposals
  • Lead and guide the use of the Membership Module, proposals, appeal codes, sources, attributes, and other data tracking tools in Raiser’s Edge for contribution analysis and donor stewardship
  • Maintain external vendor and consulting relationships, including as the point of contact with Blackbaud / Raiser’s Edge and other back-end fundraising vendors, to ensure optimal data and fundraising outcomes
  • Manage electronic and hard copy donor files, including leading and facilitating the ongoing need to digitize files, centralize digital file storage, and ensure ease of access to key donor documents
  • Develop and train others for policies and protocols for the storage and confidentiality of donor information
  • Ensure adherence to data hygiene, best practices, and donor information protocols through ongoing self-education and training as supported by SFGHF professional development resources

 

Communications and General Administration: 10%

  • Display effective communication skills and a customer service orientation
  • Provide staff cross-training as needed
  • Ability to self-manage workload and achieve a high degree of output
  • Prioritize proactive, timely, and thorough communications with leadership and other stakeholders
  • Enjoy collaborating with colleagues and facilitating their efforts
  • Ability to speak effectively before groups and with individuals
  • Other duties as assigned

EDUCATION, EXPERIENCE, KNOWLEDGE, SKILLS, AND ABILITIES:


Some combination of the experience listed below is representative of the knowledge, skill, and/or ability required. You are encouraged to apply even if you do not think you meet all of the qualifications. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.

 

  • 3+ years’ experience in the field of database management
  • Advanced skills in Raiser’s Edge; additional training or certifications a plus
  • Bachelor’s degree preferred
  • High degree of comfort with autonomy and independent decision-making
  • Critical ability to meet deadlines
  • Ability to track projects from start to finish and prioritize effectively
  • Computer proficiency and demonstrated ability to learn new systems
  • Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint
  • Experience with email marketing automation, particularly MailChimp, preferred
  • Experience with wealth screening, particularly DonorSearch, a plus
  • Experience with fundraising software, particularly OneCause and Omatic, preferred
  • Experience with Papersave and Crystal Reports a plus
  • Ability to work successfully when independent and also with a team
  • Adaptable to changing priorities
  • Problem-solving skills and utilizing independent judgment to make decisions
  • Ability to be discreet and maintain confidentiality
  • Detail-oriented with an emphasis on accuracy

COMPENSATION AND APPLICATION INFORMATION:


San Francisco General Hospital Foundation offers a competitive compensation package based upon experience, and benefits including medical, dental, and vision insurance as well as career development opportunities, 403(b) retirement plan, life & AD&D insurance, commuter discounts, and vacation.

 

Please submit a resume and cover letter to jobs@sfghf.org with your first and last name and Donor Information Manager in the subject line. Due to the high volume of applications, please refrain from telephone calls, visits, faxes or emails (other than submissions) to the Foundation directly.

 

San Francisco General Hospital Foundation is committed to equal employment opportunity. We do not discriminate against individuals based on race, color, religious creed, national origin, ancestry, gender, gender identity, gender expression, transgender status, pregnancy, medical condition, genetic information, sexual orientation, age, AIDS/HIV status, height, weight, physical or mental disability, marital or domestic partner status, citizenship status, military or veteran status, or any other characteristic protected by law.

 

Pursuant to the San Francisco Fair Chance Ordinance, the San Francisco General Hospital Foundation will consider for employment qualified applicants with arrest and conviction records.