San Diego Foundation

Administration

• Serve as an initial point of contact for donors and fundholders, responding to inquiries and providing general assistance.
• Support contributions, grant recommendations, fund activity, and routine service requests.
• Prepare new fund agreements, fund change forms, and related documentation.
• Support donor stewardship activities, including welcome letters, acknowledgments, correspondence, mailings, and other donor communications.
• Build and maintain online donation pages using established templates.
• Provide administrative and logistical support for donor meetings, events, and engagement activities.
• Maintain accurate electronic files, tracking systems, templates, and administrative records.
• Process and track fund-related documentation according to established procedures.
• Support gift, grant, and fund administration with Donor Services, Gift Processing, Finance, and other teams.
• Assist with data pulls, reports, and operational information related to donations, grantmaking, funds, and donor activity.
• Support process improvements that strengthen accuracy, consistency, efficiency, and the donor experience.
• Cross-train on Donor Services and Gift Processing responsibilities and provide backup coverage.
• Assist with special projects and department initiatives.
• Maintain constituent, fund, gift, and related records in Raiser’s Edge, Financial Edge, GrantedGE, and other systems.
• Follow data-entry standards, procedures, and quality-control practices.
• Maintain constituent codes, attributes, queries, reports, and other database fields.
• Support data requests, queries, exports, and reports.
• Identify and resolve data inconsistencies or errors with appropriate team members.
• Collaborate across Development & Stewardship, Finance, Community Impact, and other departments.
• Provide occasional front desk telephone and in-person reception coverage.
• Support organizational initiatives, events, and administrative projects.

Administrator, Donor Services