Data & Legacy Giving Coordinator
About The Position
The Foundation Coordinator plays a vital role in supporting the financial and philanthropic operations of the Saddleback and Orange Coast foundations. This multifaceted position ensures accurate data management, timely processing of financial transactions, and effective stewardship of legacy donors for Saddleback Medical Center Foundation and Orange Coast Medical Center Foundation. The coordinator works cross-functionally with finance, development, and donor relations teams to uphold the foundations’ mission and ensure data integrity and regulatory compliance, maintaining operational excellence. This position requires full understanding of and active participation in fulfilling the mission of Saddleback and Orange Coast Medical Center Foundations. It is expected that the employee demonstrates behavior consistent with our core values\: Integrity, Accountability, Best Practices, Compassion and Synergy. The employee shall support Saddleback and Orange Coast Medical Center’s strategic plan and participate in and advocate performance improvement/patient safety activities.
Requirements
- Familiarity with donor management systems (e.g., Raiser’s Edge, Salesforce)
- 2+ years of experience in accounts payable, data entry, or donor services
- Strong attention to detail and organizational skills
- Excellent communication and interpersonal abilities
- Commitment to confidentiality and ethical handling of donor and financial data
- Strong computer skills, including MS Office (Word/Excel/PowerPoint/Outlook)
Nice To Haves
- Bachelor’s Degree preferred
Responsibilities
- Maintain and update donor database with gift entries, pledges, and contact information.
- Process donations from various channels (online, checks, wire transfers, stock gifts).
- Ensure accuracy and integrity of donor records, gift processing and reporting.
- Generate tax acknowledgment letters using mail merge tools.
- Provide scheduled and/or ad hoc reports from Raiser’s Edge and/or Epic database to finance, development and events staff.
- Create new reports as needed.
- Review and process invoices for accuracy and proper coding.
- Coordinate approvals and ensure timely disbursement of payments.
- Reconcile payment transactions and resolve discrepancies.
- Support month-end closing activities.
- Track and manage legacy gift commitments and bequests.
- Ensure proper documentation and compliance with donor intent.
- Support donor stewardship efforts including personalized outreach and recognition.
- Collaborate with development staff on legacy donor cultivation and events.
- Assist in preparation of materials for presentations to internal and external audiences.
- Undertakes ad hoc projects, when required to assist management in maximizing resources.
Benefits
- In addition to base pay, there may be additional compensation available for this role, including but not limited to, shift differentials, extra shift incentives, and bonus opportunities.
- Health and wellness is our passion at MemorialCare—that includes taking good care of employees and their dependents.
- We offer high quality health insurance plan options, so you can select the best choice for your family.
- Check out our MemorialCare Benefits for more information about our Benefits and Rewards.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
