The Philanthropy Associate provides essential administrative, operational, and donor-relations support to the CEO, Chief Development Officer, and Major Gifts & Campaigns Team. This role ensures the smooth functioning of major gift fundraising activities by preparing for donor meetings, creating and coordinating materials, managing donor portfolio activity, and supporting data integrity within Blackbaud Raiser's Edge. The ideal candidate is detail-oriented, proactive, collaborative, donor centered and mission driven.

Team
The Major Gifts & Campaigns Team plays a critical role in cultivating and building relationships to drive sustainable growth from donors and prospects at $5K+ to enable the Foundation to meet granting commitments to Southlake Health to deliver leading edge care close to home.

ACCOUNTABILITIES & ACTIVITIES
Donor Portfolio Support for Senior Fundraisers

Coordinate donor and prospect meetings, including scheduling, logistics, room/virtual setup, and confirmation communications

Prepare calls booked, meeting briefs, agendas, backgrounders and call reports

Coordinate meeting materials including proposals and presentations

Track meeting outcome, deliverables and next steps to ensure timely follow up activities

Assist with drafting donor research, correspondence, letters, emails, proposals, acknowledgements, and stewardship materials

Ensure timely and skilled responses to donor inquiries and requests

Coordinate donor benevolence activities

Donor Pipeline & CRM Management

Enter and maintain accurate donor and prospect information in the CRM (i.e. Blackbaud Raiser's Edge), including actions, proposals, contact reports, and relationship data





Track moves management activity for CEO and CDO, ensuring timely documentation of donor/prospect interactions

Provide operational support to Campaign Lead for donor pipeline meetings

Ensure data is clean, consistent, and aligned with Foundation moves-management practices

Generate donor lists, reports and queries to support fundraising planning and performance tracking

Administrative & Operational Support

Support Campaign Lead in coordinating projects and donor engagement activities in collaboration with Executive Administrator, Major Gifts

In collaboration with Donor Experience Portfolio, assist with planning for donor events, tours, and small-group meetings as required

Help maintain internal systems, procedures, and documentation related to donor engagement

Foundation Team

Work as a team player actively promoting a positive and professional work environment and culture

Conduct role with integrity and respect and with a focus on demonstrating the Foundation’s values

Act as an ambassador throughout the community, positively representing the Hospital and the Foundation

Maintain donor and Foundation confidentiality and privacy at all times

Demonstrate a commitment to exceptional donor experience

Abide by the Occupational Health and Safety Act,



and work in a manner that is safe, reporting incidents immediately to direct supervisor

Adhere to the policies and procedures of Southlake Health and Southlake Health Foundation

Perform other duties as assigned in order to meet the overall goals and objectives of the Foundation

Maintain and advance professional knowledge of and expertise in relevant fields

Develop and be able to communicate a robust understanding of Southlake’s and the Foundation’s strategic priorities and exemplify Southlake’s shared values:

Serving with purpose

Always with compassion

Power of many

Every voice matters

Courage to think differently

TECHNICAL KNOWLEDGE & SKILLS

Bachelor’s degree

3+ years of fundraising, experience in major gifts a definite asset

Experience with Raiser’s Edge or similar CRM is strongly preferred

Experience supporting executives or senior leaders is an asset

Excellent written and verbal communication skills

High attention to detail and accuracy in data and documentation

Exceptional organizational skills and the ability to manage multiple projects with competing deadlines

High level of professionalism, discretion, confidentiality and a donor centric mindset

Proficiency in Microsoft Office (Word, Excel, PowerPoint)

Comfortable working collaboratively and cross functionally within a mission-driven organization

Key Competencies

Organization and time management

Administrative excellence

Communication and writing

Relationship building

Initiative and problem‑solving

Adaptability and teamwork

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📌 Philanthropy Associate (Ontario)
🏢 Southlake Health Foundation
📍 Ontario