Foundation Coordinator

Summary:

The Staff Pad is honored to partner with a non-profit healthcare system in Helena, Montana with superior care and a hometown commitment to be the gold standard for health care in Montana. We are in search of a Foundation Coordinator to join their team.

The Foundation Coordinator is responsible for managing donor records, supporting financial tasks, assisting with fundraising events, and providing administrative support to the Foundation team. This role requires excellent communication skills, attention to detail, and the ability to handle multiple tasks efficiently.

Key Responsibilities

Database Management: Oversee the Blackbaud RE database for 50,000+ donor, prospect, and stakeholder records; enter 3,000–5,000 gift records annually.

  Financial Coordination: Assist the Foundation Accountant with monthly financials, account reconciliations, pledge management, audit reports, Form 990, and charitable gift annuity valuations.

Donor Acknowledgment: Prepare and send thank-you letters for each donation in partnership with the Donor Engagement Officer.

Request Screening: Review and verify requests for patient and funding assistance, ensuring validity and recommending appropriate funding sources.

Fund Tracking: Monitor the usage of Patient and Employee Assistance Funds.

Mailing List Management: Produce mass mailing lists for appeals, event sponsorships, and other Foundation communications.

Event Planning: Help organize and staff 7-8 annual fundraising and stewardship events with the Foundation team.

Donor & Volunteer Relations: Communicate regularly with donors, volunteers, and St. Peter’s Health Association members; provide back-office support and training as needed.

Grateful Patient Program: Assist in the implementation and coordination of the formal Grateful Patient program.

Reporting: Generate queries and reports for internal use, board presentations, and other needs.

Executive Support: Act as Executive Assistant to the Foundation VP, managing schedules, appointments, expense reports, and administrative duties.

Board Support: Communicate with Foundation Board members, record meeting minutes, and help schedule Board meetings.

Other Duties: Perform additional duties as assigned.

Qualifications

Experience: Advanced skills in Microsoft Word, Excel, and Raisers Edge database management. Experience with accounting and bank deposits required. Strong interpersonal skills to communicate effectively with board members, volunteers, donors, and other stakeholders. A minimum of two years in an administrative or secretarial position is preferred.

Education: High school diploma, GED, or HiSET required; some college or business school training preferred.

Licensing: Must have a valid Montana driver’s license with a clear driving record.

Skills: 

   - Strong typing, spelling, grammar, and business correspondence skills. 

   - Ability to work independently, manage multiple tasks, and maintain high attention to detail. 

   - Demonstrated professionalism, integrity, and confidentiality.

Key Competencies

- Excellent customer service and communication skills.

- Ability to manage complex tasks and meet deadlines.

- Skilled in handling interruptions and multitasking in a dynamic environment.