Philanthropic Fulfillment Specialist

Position Summary The Philanthropic Fulfillment Specialist plays a vital role in advancing fundraising success by performing essential administrative processes that uphold donor intent and support the organization’s donor recognition and stewardship strategies.

This service-driven position executes a wide range of responsibilities related to fund administration, donor acknowledgment, and stewardship initiatives, and manages diverse expectations to enhance strong, positive relationships with donors and internal team members.

Essential Duties and Responsibilities Philanthropic Fulfillment Utilize the organization’s constituent database to accurately record, review, and administer fund intentions and availability for all annual, renewable, and endowed scholarships.

Assist in routing all Memorandum of Agreements and gift commitments to donors, campus partners, and Foundation leadership for signatures.

Ensure all agreements and documentation outlining donor intentions are properly filed and stored.

In collaboration with team members, carry out proper fund management practices to protect donor intent, positive fund utilization, and meaningful stewardship and recognition of our donors.

Donor Recognition and Stewardship Coordinate with external vendors to properly acknowledge and / or celebrate our donor’s life events through cards, flowers, and gifts.

Utilizing the university scholarship management system, review, approve, and mail the annual scholarship recipient thank you notes to donors.

Assist with the execution of key organizational stewardship touch points throughout the year.

Support regular practices related to the acknowledgement of our newest or elevated recognition society members including mailers for the Lifetime Giving Societies, Sylvan Circle Society, and Loyal Blue Society.

Assist with the management of the donor recognition signage database and administrative responsibilities of the naming process.

Work closely with internal team members to carry out proper stewardship and recognition efforts with accuracy and care to protect donor relationships.

Other Duties Other duties may be assigned to meet the organization’s needs.

Education and Previous Experience Associate or bachelor’s degree is preferred but not required.

Two or more years of professional experience in a related field (such as communications, administrative support, guest experience) is recommended.

Additional Qualifications Qualified individuals will possess the following :

• Strong attention to detail and ability to identify inaccuracies and / or inconsistencies.
• A high level of interpersonal skills, both in person and by phone, to handle sensitive and confidential situations with varied internal and external constituencies.
• Customer service skills requiring clear communication in person, on the phone, and in writing are essential.
• A high level of integrity, including ability to treat confidential information with discretion.
• Ability to be organized and resourceful to locate and compile information and accomplish projects with minimal supervision.
• Consistent attention to detail in composing and proofing materials, establishing priorities, and meeting deadlines.
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Ability to work independently as well as in a collaborative team environment with professional demeanor, self-reliance, and resourcefulness.
• Dependability and punctuality.
• High energy, positive attitude, and high degree of initiative.
• Proficient experience using the most recent versions of computer software applications including word processing, spreadsheets, database and presentation software (i.e.
• MSWord, Excel, Outlook, PowerPoint).
• Typical Physical Demands Requires sitting, standing, bending, reaching, and some lifting.
• Requires manual dexterity sufficient to operate standard office machines such as computers, fax machines, calculators, the telephone, and other office and / or clerical equipment.
• Requires normal range of hearing and vision.
• Employee Statement of Understanding This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.
• All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
• Regular attendance is required in this job.
• This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.
• The SDSU Foundation is an Equal Opportunity Employer.   Powered by JazzHR