Philanthropy Coordinator - Corporate

San Ysidro Health•San Diego, CA

About The Position

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.

Requirements

1–3 years in fundraising, donor development, and/or event administration
BA degree (communications, nonprofit management, marketing, business, or related field) or equivalent experience
Strong written and Interpersonal communication
Donor service mindset
Sound judgment and discretion
Team-first collaborator
Continuous improvement orientation
Proficiency with nonprofit CRM (DonorPerfect strongly preferred) Microsoft
Excel/Word/Outlook, mail mergers
Comfort learning new systems (egiving/auction platforms, email tools such as OneCause)
General office equipment
Occasional evenings/weekends for donor events, tours, and stewardship activities
Ability to lift to 25 lbs. for event and tour materials
Local travel as needed
Pre-employment requirements include I-9, physical, positive background and reference check results, complete application, new hire orientation, pre-employment PPDs. Compliance with all mandated vaccinations and all boosters is a term and condition of employment.

Nice To Haves

Healthcare and/or multi-site nonprofit experience is preferred
Valid driver’s license
Spanish/English bilingual skills are helpful

Responsibilities

Donor Stewardship, Outreach, and Tours/Visits
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
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
Serve as day-to-day CRM lead for accurate constituent, gift, pledge, tribute, and soft-credit entry. Experience with a donor database such as DonorPerfect 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
Other duties as assigned