CAMBRIA COUNTY — Community Foundation for the Alleghenies
Donor Services Officer
The Community Foundation for the Alleghenies is a nonprofit public foundation that works with donors to enhance the lives of people in its region (Cambria, Somerset and Bedford counties) now and for future generations. The Foundation builds philanthropic assets, connects resources with needs, and provides leadership on selected initiatives. It manages over 560 charitable funds established by individuals, families and businesses that total over $60 million in assets. The Foundation makes grants from these funds and administers a variety of programs for the community’s benefit. For more information, go to www.cfalleghenies.org.
Job Description – Donor Services Officer
The Donor Services Officer is responsible for serving as the frontline contact for donors who have established funds and orienting new donors and fund representatives to the Foundation. By connecting current donors to the work of the Community Foundation, the Donor Services Officer plays a critical role in maintaining and growing philanthropic resources for our community and keeping donors informed about Foundation activity. Generating charitable opportunities and maintaining charitable and community interest among these constituents requires a highly motivated and reliable professional who possesses excellent communication, financial, and organizational skills.
Duties and Responsibilities:
Donor Support and Education
- Coordinate orientation for each new donor, including welcome letter, orientation packets, meeting with fund representatives with appropriate staff as needed
- Meet with fund representatives to assist with their needs and answer their questions as needed and be available to assist them by phone or email
- Tailor agreements to donor needs and maintain records of donors
- Develop, execute, report, and maintain files on donors/fund representatives reactions and needs
- Cultivate current donors for planned giving
- Coordinate with staff to produce, review and distribute quarterly statements
- Assist donors and their wealth advisors with information on charitable estate planning and related tools
- Coordinate, maintain, and promote the planned giving society of the Foundation, while communicating with current known members
- Send information on agencies and grant applicants to fund representatives as grantmaking or education opportunities arise that may interest them
- Coordinate with Communications Officer to announce events or noteworthy activity through Foundation communication tools
- Coordinate and implement donor education programs and events
Maintain and Grow Relationships with Wealth Advisors
- Coordinate communications, including updates on regulatory and IRS changes, for wealth advisors
- Coordinate educational programs with community partners
- Maintain communication with wealth advisors in support of the planned giving society and charitable planning needs of our donors and potential donors
Assist with Other Responsibilities of the Community Foundation Team:
- Represent the Community Foundation at community, donor, professional advisor, and grantee functions as needed
- Consult, strategize, and assist in capitalizing on development opportunities
- Work closely with the development officer to serve the needs of prospective donors
- Work with other staff of the Community Foundation on special programs and other projects that promote awareness of the Foundation and community philanthropy
- Assist in the preparation of presentations, information gathering, and providing accurate historical information as needed
- Donor Services Officer reports to the President/Executive Director
- Attend Board of Director and other committee meetings as needed
Qualifications and Skills:
The successful candidate should possess the following professional qualifications and skills:
- Empathy for philanthropy, for people, and for the best interests of our community
- A bachelors’ degree and at least five years of professional experience in the financial/trust services field with familiarity with cultivation, development, sales, and donor/client services and/or stewardship. (Five or more years of active experience in personal trust can substitute for Bachelor’s degree.)
- Must exhibit on a daily basis the high degree of initiative and responsibility necessary to manage a variety of projects from start to a successful and timely conclusion. Other key traits include being well organized, self-motivated, sociable, and flexible in adjusting to changing circumstances.
- Proven ability to effectively interact with existing and prospective donors, community leaders, professional advisors, and representatives from non-profit organizations.
- Professional record for servicing clients while adhering to very high standards of service excellence, responsiveness, and integrity. Must exercise discretion with sensitive and confidential information and demonstrate good judgment in working with a diverse donor and prospect population.
- The ability to take a proactive role in team efforts, promote cooperation and collaboration between team members, and encourage open communication in multidisciplinary teams.
- Superior oral and written communication skills.
- Ability to manage and coordinate multiple projects simultaneously.
- A good working knowledge of the Foundation’s area of operation, its people, and the wealth advisors who influence our donor base.
Compensation and Benefits:
The Foundation offers benefits and salary commensurate with experience. Benefits include health insurance, retirement plan, and others. An annual review will be conducted by the president/executive director.
How to Apply:
To apply, please email cover letter and application to firstname.lastname@example.org with Donor Services Officer in the subject line or send to 116 Market St., Suite 4, Johnstown, PA 15901. The application period is open until the position is filled.