Community Foundation Seeks a Charitable Giving Coordinator

Aug. 5, 2021 Join Our Team

Charitable Giving Coordinator

PURPOSE OF POSITION

The Charitable Giving Coordinator provides support to enhance the function of the Charitable Giving and Affiliate Team. The Coordinator ensures current and prospective fund holders receive a personal approach to philanthropy through outstanding customer service. This position works closely with staff on the Charitable Giving and Affiliate Team to implement strategies to ensure donors’ philanthropic objectives are met, their knowledge of the community is broadened and their relationship with the Community Foundation is strong. Charitable Giving Coordinator is responsible for providing support to prospective donors, current fund holders, and Community Foundation staff related to fund administration.  The Charitable Giving Coordinator is an integral part of the Community Foundation’s charitable giving customer service and strategy.   

CORE COMPETENCIES

Dependability |Relationship Building |Customer Focus | Attention to Detail |Discernment

REPORTS TO:

Chief Charitable Giving Officer

DUTIES AND RESPONSIBILITIES

Administration

  • Provides excellent customer service to current and prospective fund holders and community stake holders.

  • Maintains confidentiality of Community Foundation affairs in communications, both written and oral, and assure such through appropriate filing and disposal of materials.

  • Serves as a lead staff member for Manage My Fund including grantmaking assistance for fund holders and general fund inquiries.

  • Assists in adherence to customer service standards related to donor services.

Charitable Giving Support

  • Has a strong understanding of the charitable giving process including, but not limited to, fund types, required forms, donor information, prospective fund holders, correspondence and database system data entry, including the Donor Development Cycle in iPhi.

  • Updates current and prospective fund holder notes in iPhi as directed by Charitable Giving staff.

  • Lead staff member to enter Endow Iowa tax credit applications in State of Iowa database and maintain relationship with Iowa Economic Development Authority.

  • Provides donor relations services to inquiries from fund representatives.  

  • Maintains accurate donor, current and prospective fund holder records in iPhi.

  • Produces necessary reports and summary data to support activities such as: prospective fund holder tracking, goal monitoring, mailing lists, etc.

  • Facilitates coordination of new fund holder welcome meetings and/or calls.

  • Supports strategic giving services, donor relationship assignments and customer service standards to maximize the donor experience with the Community Foundation.

  • Serves as relationship manager role for assigned charitable giving funds.

Affiliate Relations Support

  • Assists with affiliate grantmaking processes and procedures.

  • Uploads data for annual County Endowment Fund Program Report.

  • Manages roster, conflict of interest forms, etc. for affiliate boards of directors.

  • Processes new affiliate fund agreements.

  • Assists with affiliate fund holder record keeping such as updating contact information, passwords and assisting with grantmaking requests via Manage My Fund.

QUALIFICATIONS

Excellent analytical and organizational skills; mature judgment and critical thinking ability; innovative problem solver; proven ability to manage multiple projects and tasks simultaneously, set priorities, handle numerous responsibilities, and work both independently and in a team environment.  Excellent interpersonal and customer service skills, adaptable attitude, self-starter, creative, require little regular supervision.  Able to interface well with a variety of people and effectively present information to customers, clients, volunteers and other employees of the organization.  Ability to apply common sense understanding to carry out as well as develop instructions; excellent writing, proofreading and communication skills.  Strong computer, database management and internet research skills. 

Education and Experience

Bachelor’s degree preferred.  Related project management experience preferred.  Equivalent combination of education and experience will be considered.  Prior data/project management experience desired with knowledge of databases and Microsoft Excel; prior fundraising experience and community knowledge strongly preferred. 

Application Process

Interested applicants should submit their resume, cover letter, salary requirements and three references to Barb Hobson. We encourage anyone considering the position to apply. The Community Foundation is committed to pay equity and provides a comprehensive compensation package which includes annual salary and benefits benchmarking. Salary range will be shared with candidates prior to the interview process, or upon inquiry. Initial applications will be accepted until the appropriate candidate is identified.