California Philanthropy Coordinator and Board Liaison

Posted Date: July 23, 2021
Location: San Francisco, California
Position Summary: Working with the CA State Director and CA Director of Philanthropy, this position is responsible primarily for the day-to-day execution of the Trust for Public Land’s California Advisory Board (CAB) activities. This position works closely with CAB members and the California Senior Leadership Team. This position acts as the main point of contact for all CAB members and CAB-related events. This position supports many aspects of CAB volunteer cultivation and stewardship. This position also works to support the California Senior Director of Philanthropy and California State Director in administrative capacity.
 
Essential Functions:
 
California Advisory Board Support – 75%
 
  • Acts as the single point of contact for CAB members.
  • Responsible for all logistical arrangements around CAB meetings and handles on-site execution, including day-of meeting set-up, planning and coordination of catering services, development of meeting materials, and the coordination, editing and technical execution of onsite presentations, including running related A/V equipment and troubleshooting when necessary.
  • Manages sourcing and contract negotiation for CAB meeting hotel accommodations, meeting locations, and related special events.
  • With direction from the CA State Director and CA Director of Philanthropy, manages board engagement and drives efforts to deepen the CAB’s relationship with the organization. 
  • With the California State Director and CA Director of Philanthropy, helps create systems for CAB recruitment and nomination protocols, and establishes on-boarding and orientation processes and materials for new CAB members.
  • Strategizes with CA State Director and CA Director of Philanthropy around deepening the board prospect pipeline.
  • Develops updated board criteria and provides direction on CAB standards, policies and procedures.
  • Prioritizes and plans work, consistently meets deadlines, and develops realistic action plans that support CAB goals and objectives.
  • Drafts emails, letters and other communication to staff and volunteers as assigned; updates the database, as needed.
 
California Philanthropy Support – 25%
 
  • Maintain donor contact and gift records in fundraising database, enter data in records, produce gift and contact reports for California Senior Director of Philanthropy, and help draft donor contact summaries.
  • Collaborates with Philanthropy Services staff to advise and recommend systems to best support CA Senior Director of Philanthropy with donor cultivation, solicitation and recognition. 
  • Works closely with the CA Philanthropy Coordinator to support the overall CA Philanthropy operations, as needed. This includes overseeing the CA Philanthropy team’s gift processing and database management, and assisting with general non-CAB donor cultivation and fundraising events in California.
  • Maintain donor contact and gift records in fundraising database, enter data in records, produce gift and contact reports for California Senior Director of Philanthropy, and help draft donor contact summaries.
  • Support the California Senior Director of Philanthropy and California State Director by assisting with travel arrangements, processing expenses, and providing other administrative and organizational functions as required or assigned.
  • Other duties as assigned.

Skills and Qualifications:
  • 3-4 years’ experience with demonstrated skillset in volunteer management, special events and meeting management.
  • Excellent organizational skills; able to prioritize, multi-task and has a strong attention to detail.
  • Experience in managing remote software/applications (Zoom, Teams, etc)
  • Experience using good judgment, discretion, and professionalism to build positive relationships with donors and volunteers.
  • Demonstrated experience working successfully with all levels of staff. Experience working directly with Executive level staff and C-suite level volunteers.
  • Able to handle confidential matters with the highest degree of discretion and tact.
  • High degree of initiative, political astuteness, professionalism and discretion and good judgment.
  • Experience in writing and copy editing; creation of marketing materials.
  • Knowledge of Microsoft Office Suite and software programs for calendaring, database management and research.
  • Ability to work flexible hours when needed, work occasional evenings, weekends and travel.