Assistant Director, Gift Administration - Lucile Packard Foundation for Children's Health, Palo Alto, CA

Kelly Dewees 2

Main Focus: Support fundraising success and donor engagement through gift processing, financial reconciliation, fund management, and project management including managing a small team.

Location: This is an onsite role in Palo Alto, CA, with the expectation of working in the office at least three days per week.

ABOUT THE FOUNDATION

The Lucile Packard Foundation for Children's Health, in partnership with Stanford Medicine and Lucile Packard Children’s Hospital, unlocks philanthropy to transform health for children and families in Northern California – and around the world. Through fundraising and grantmaking, the Foundation drives scientific research, innovation, and policy change that will improve care, advance cures, and reform healthcare systems for this and future generations.

WHAT YOU’LL DO

As the Assistant Director, Gift Administration reporting to the Director of Gift Accounting and Fund Management, you are primarily responsible for managing gift processing operations, planning and implementing gift-related projects and process development, and managing a team of up to three Gift and Data Processing Specialists. You will also support the month-end gift reconciliation and transfer process, fund management, and a significant process redesign leading up to a CRM conversion.

The compensation for this role is $85K-$95K annually.

YOU’LL BE RESPONSIBLE FOR…

OPERATIONAL DUTIES

• Supervising the full cycle of gift processing from receipt of gift through acknowledgement and gift transfer, ensuring that all gifts are acknowledged and transferred as efficiently and accurately as possible.
• Recommending and implementing enhancements to processes to increase accuracy, efficiency and effectiveness while maintaining appropriate internal controls.
• Assisting in the development, maintenance, and implementation of policies and procedures for all aspects of the gift processing cycle and month end process.
• Processing complex or escalated gifts; serving in a back-up and/or overflow capacity for gift processing during peak seasons or staff vacations.
• Working with donors, staff, and counterparts at Lucile Packard Children’s Hospital Stanford and Stanford School of Medicine to answer gift-related questions and resolve gift-related issues.
• In partnership with the Director of Gift Accounting & Fund Management, establishing training and documentation protocols; routinely training existing and new staff.
• In partnership with the Director of Gift Accounting & Fund Management, contributing extensively to the month end gift reconciliation and funds transfer process.
• In partnership with the Director of Gift Accounting & Fund Management, participating in new fund setup process.
• Serving as a key partner in an upcoming CRM conversion.
• Staying abreast of industry trends, best practices regarding gift administration and gift processing.
• Maintaining PCI DSS compliance.

LEADERSHIP DUTIES

• Leading, mentoring, and supporting the professional growth of direct reports, building a culture of continuous improvement and collaboration.
• Distributing processing and project workload among direct reports to ensure coverage, growth opportunities, and effective project implementation.
• Establishing individual staff goals and objectives in alignment with departmental and Foundation goals and providing consistent and constructive feedback to staff.
• Promoting a work environment where staff feel engaged, valued, and can do their best work; visibly recognizes the accomplishments of individuals and the team.
• Embracing diversity in all its forms to ensure departmental and Foundation staff are treated with respect, dignity, and empathy at all times and in all situations.
• Actively participating in and supporting change management.

Other Responsibilities

• Taking responsibility for career development and seeking opportunities to enhance the department and the Foundation's skills and knowledge.
• Showing initiative to take on additional tasks, duties, and assignments to ensure the department fulfills its responsibilities.
• Performing other related duties as assigned.
• Regular and predictable attendance is required.

YOU MUST HAVE…

• Bachelor’s Degree, or equivalent experience preferred.
• 3+ years of non-profit gift processing or accounting and fund management related experience.
• 2+ years’ experience managing and leading a team, including mentoring and developing staff.
• Familiarity with relevant federal and state rules/regulations regarding charitable organizations.
• Working knowledge of all aspects of the gift cycle, including gift entry and acknowledgement.
• Intermediate experience using Microsoft Excel (i.e. XLOOKUP, subtotaling) and Word (mail merges)

IT’S AN ADDED PLUS IF YOU HAVE EXPERIENCE WITH…

• Relational database experience including data entry, query construction, report creation, and data manipulation.
• Experience with financial reconciliation processes.
• Experience with Blackbaud’s The Raiser’s Edge.
• Experience using Microsoft 365 suite.

YOU’LL BE SUCCESSFUL IF…

You’re Accurate

• Builds a culture that prioritizes accuracy balancing the cost benefit of efficiency.
• Works accurately within the details without losing sight of the big picture.

You’re Accountable and Possess Problem-Solving Initiative

• Identifies issues and takes initiative to collaborate in assessing and seeking solutions.
• Has a problem-solving mindset and seeks to understand the larger context.
• Makes connections across functions to identify opportunities for improvement.

You’re Innovative

• Motivated by the opportunity to improve systems and processes.
• Thinks big and provides new ideas to address difficult problems.
• Iterates on persistent challenges.

You’re a Strategic Thinker with a Learning Approach

• Uses a holistic view of the gift cycle and links between donor and financial systems.
• Assesses errors to determine if structural or process changes need to be made to mitigate future risk.

You’re an Inclusive Leader

• Stewards a cadence of regular feedback to team members and seeks feedback for yourself.
• Builds inclusive team culture, inviting input from all team members.
• Empathetic and strong listener.

Working at the Foundation

WE OFFER EXCELLENT BENEFITS & PERKS, INCLUDING…

• Generous leave, including PTO, holidays, Summer Fridays, and a sabbatical (after 7 years of employment)
• Annual bonus
• Retirement plan + employer match
• Premium Medical and Dental coverage
• FSA + dependent care FSA
• Employer-paid life insurance
• Legal services plan
• Commuter Benefits, including CalTrain “Go Pass” Program
• 4-week paid maternity and paternity leave for new parents
• Stipend for home office and mobile phone
• If remote, frequent opportunities to visit our beautiful HQ in Palo Alto

WE’RE DYNAMIC…

The Foundation is a dynamic organization in a rapidly changing industry. Therefore, the responsibilities associated with this position will evolve and grow in accordance with LPFCH's business needs and growth plans. More specifically, the incumbent may be required to perform additional and/or different responsibilities based on the future growth plans for the Foundation.

WE STRIVE TO EMBODY OUR CULTURAL TOUCHSTONES…

Mission-first - We can never lose sight of why we exist and who we are here to serve.

Good of the whole - We share responsibility for overall results, think of what’s best for the team and organization, and act as responsible stewards of resources.

Bold and bendy - We’re unapologetically ambitious for our mission, creative, and take risks by trying new things.

Sweat the big stuff – We’re clear on our priorities, calibrating effort and resources to audience and impact: the higher the return, the greater the investment.

Make it happen – We’re focused on outcomes; only as much process as necessary to make good decisions and take action. Prepared with ideas and solutions for every challenge.

Community matters – We embrace diversity and practice inclusion.

WE’RE COMMITTED TO DIVERSITY, EQUITY, INCLUSION AND BELONGING…

Our Foundation embraces all individuals and celebrates the unique differences each of us bring to our team and community. Our approach to fostering diversity, equity, inclusion, and belonging is rooted in our cultural touchstones and inherent in our work to encourage every employee to bring their best, most authentic self to work and to provide each of them the opportunity to achieve their full potential.

We envision a world where race, gender, resources, and other factors do not serve as barriers to attaining optimal health. We recognize that this vision requires the commitment and actions of everyone.

To support this goal, we pledge to:

• Conduct ourselves in a manner that garners trust and respect from others.
• Foster a welcoming and supportive environment for our team members and community.
• Acknowledge and appreciate the dignity, expertise, experiences, and contributions of each other.
• Approach others with an open mind, compassionate heart, actively listening to their perspectives.
• Foster effective teamwork and encourage collaboration amongst our team and constituents.

Apply online by submitting a cover letter and resume.