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.

Essential Functions of the Job:

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 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

Additional Duties and Responsibilities:

• Other duties as assigned

Job Requirements

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 (DonorPerfect strongly preferred) Microsoft
• Excel/Word/Outlook, mail mergers
• Comfort learning new systems (egiving/auction platforms, email tools such as OneCause)

Equipment Used:

• General office equipment

Working Conditions and Physical Requirements:

• 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

Universal Requirements:

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.

About Us San Ysidro Health is a Federally Qualified Health Care organization committed to providing high quality, compassionate, accessible and affordable healthcare services for the entire family. The organization was founded by seven women in search of medical services for their families and community. Almost 50 years later, San Ysidro Health now provides innovative care to over 108,000 patients through a vast and integrated network of 47 program sites across the county. San Ysidro Health could not serve our patients without the dedication of our passionate and hardworking employees. Apply today and become a part of our mission-driven team! San Ysidro Health has a long-standing commitment to equal employment opportunity for all applicants for employment.  Employment decisions including, but not limited to, those such as employee selection, performance evaluation, administration of benefits, working conditions, employee programs, transfers, position changes, training, disciplinary action, compensation, and separations are made without regard to race, color, religion (including religious dress and grooming), creed, national origin, nationality, citizenship status, domestic partnership status, ancestry, gender, affectional or sexual orientation, gender identity or expression, marital status, civil union status, family status, age, mental or physical disability (including AIDS or HIV-related status), atypical heredity cellular or blood trait of an individual, genetic information or refusal to submit to a genetic test or make available the results of a genetic test, military status, veteran status, or any other characteristic protected by applicable federal, state, or local laws.