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.TeamThe 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 & ACTIVITIESDonor Portfolio Support for Senior FundraisersCoordinate donor and prospect meetings, including scheduling, logistics, room/virtual setup, and confirmation communicationsPrepare calls booked, meeting briefs, agendas, backgrounders and call reportsCoordinate meeting materials including proposals and presentationsTrack meeting outcome, deliverables and next steps to ensure timely follow up activitiesAssist with drafting donor research, correspondence, letters, emails, proposals, acknowledgements, and stewardship materialsEnsure timely and skilled responses to donor inquiries and requestsCoordinate donor benevolence activitiesDonor Pipeline & CRM ManagementEnter and maintain accurate donor and prospect information in the CRM (i.E. Blackbaud Raiser's Edge), including actions, proposals, contact reports,



and relationship dataTrack moves management activity for CEO and CDO, ensuring timely documentation of donor/prospect interactionsProvide operational support to Campaign Lead for donor pipeline meetingsEnsure data is clean, consistent, and aligned with Foundation moves-management practicesGenerate donor lists, reports and queries to support fundraising planning and performance trackingAdministrative & Operational SupportSupport Campaign Lead in coordinating projects and donor engagement activities in collaboration with Executive Administrator, Major GiftsIn collaboration with Donor Experience Portfolio, assist with planning for donor events, tours, and small-group meetings as requiredHelp maintain internal systems, procedures, and documentation related to donor engagementFoundation TeamWork as a team player actively promoting a positive and professional work environment and cultureConduct role with integrity and respect and with a focus on demonstrating the Foundation's valuesAct as an ambassador throughout the community,



positively representing the Hospital and the FoundationMaintain donor and Foundation confidentiality and privacy at all timesDemonstrate a commitment to exceptional donor experienceAbide by the Occupational Health and Safety Act, and work in a manner that is safe, reporting incidents immediately to direct supervisorAdhere to the policies and procedures of Southlake Health and Southlake Health FoundationPerform other duties as assigned in order to meet the overall goals and objectives of the FoundationMaintain and advance qualified knowledge of and expertise in relevant fieldsDevelop and be able to communicate a strong understanding of Southlake's and the Foundation's strategic priorities and exemplify Southlake's shared values:Serving with purposeAlways with compassionPower of manyEvery voice mattersCourage to think differentlyTECHNICAL KNOWLEDGE & SKILLSBachelor's degree3+ years of fundraising, experience in major gifts a definite assetExperience with Raiser's Edge or similar CRM is strongly preferredExperience supporting executives or senior leaders is an assetExcellent written and verbal communication skillsHigh attention to detail and accuracy in data and documentationExceptional organizational skills and the ability to manage multiple projects with competing deadlinesHigh level of professionalism, discretion, confidentiality and a donor centric mindsetProficiency in Microsoft Office (Word, Excel, PowerPoint)Comfortable working collaboratively and cross functionally within a mission-driven organizationKey CompetenciesOrganization and time managementAdministrative excellenceCommunication and writingRelationship buildingInitiative and problem‐solvingAdaptability and teamwork

📌 Philanthropy Associate (Bradford West Gwillimbury)
🏢 Southlake Health Foundation
📍 Bradford West Gwillimbury