Donor Relationship Manager
The Donor Relationship Manager (Internally titled as Philanthropic Advisor) plays a significant role in developing and carrying out the Greater Cincinnati Foundation’s (GCF) plans and strategies for engaging donors through superior relationship management. This includes collaboration to capture and share the Foundation’s community knowledge and strategic priorities for the direct benefit of donors seeking to increase the impact of their giving through partnership with GCF.
Donor Relationship Manager
Pay Range: $66,000-$72,000
Internally titled as Philanthropic Advisor
Are you looking for a rewarding career fueled by purpose? Do you want our region to be the best it can possibly be? Place and purpose drive our mission, so Greater Cincinnati Foundation (GCF) may be the place for you. As the region’s leading community foundation and one of the most prominent in the nation, we serve an eight-county region of Ohio, Kentucky and Indiana.
We bring together:
- Donors – Supporting causes and organizations that improve our community.
- Nonprofits – Delivering experiences that improve people and place.
- Changemakers – Working to solve our region’s greatest challenges.
Greater Cincinnati Foundation recruits, employs, trains, compensates, promotes and celebrates employees of all races, religions, colors, national origins, sexes, sexual orientations, disabilities, ages, veteran status and all the other characteristics that make individuals unique and extraordinary. At GCF, we have a clear vision: to be an employer of choice where a diverse mix of talented people want to be and can do their best work. GCF exists exclusively to support our community, and we know our organization runs on the hard work and dedication of our passionate and mission-driven employees.
GCF's values are generosity, greater good, equity, trailblazing and growth. Generosity fuels our work. We exist for the greater good in the region with equity being our North Star. We embrace our role as a leadership organization that requires vision and trailblazing. Maintaining a growth mind allows us to think big and stay driven.
Our dedication to promote racial and gender equity, diversity, multiculturalism and inclusion is clearly reflected in our values, behaviors and strategic initiatives. We are fully focused on racial equity as an organization – it is more than a commitment for us, it is the foundation of what we do. Here are a couple of examples of our leadership in this area:
A message from our Governing Board - http://www.gcfdn.org/news/5-million-committed-to-racial-justice/
A message from our CEO, Ellen Katz - http://www.gcfdn.org/news/join-us-in-solidarity/
Job Summary and Key Relationships
The Donor Relationship Manager or internally titled as Philanthropic Advisor (PA) plays a significant role in developing and carrying out the Greater Cincinnati Foundation’s (GCF) plans and strategies for engaging donors through superior relationship management. This includes collaboration to capture and share the Foundation’s community knowledge and strategic priorities for the direct benefit of donors seeking to increase the impact of their giving through partnership with GCF. The PA works with an emphasis on outstanding customer service while ensuring fund compliance and related process improvement. This position is classified as Exempt, Salaried.
The PA works under the direct leadership of the Director, Donor Services as part of the larger Philanthropic Partnerships group.
The PA works collaboratively with the Donor Services and other Philanthropic Partnerships staff, Community Strategies, Marketing, Technology and Finance staff.
Job Duties and Responsibilities
Fund Management (50%)
- Oversee all fund procedures including the review of gift acknowledgements; opening and terminating funds; fund modifications; board ratifications and resolutions, etc. Work with members of the Donor Services team to ensure compliance with all fund processes and policies.
- Ensure departmental processes and procedures are maintained and implemented.
- Serve as the GCF point-of-contact for assigned designated, scholarship and agency funds, ensuring fluidity in these fund offerings. This may include attending meetings and events, assistance with outright gift solicitation, processing grants and fund expenses, annual review of fund’s performance, advising, and oversight of fundraising activities; must be in accordance with regulations and policies.
- Collaborate with a Community Strategies program officer to convene and lead panels of donors and prospects to review grant proposals and determine grant awards, including Summertime Kids, Learning Links and giving circles.
- Work closely with the Donor Services Associate to ensure accuracy and timeliness of the CGA and PIF programs.
Relationship Management and Donor Services (40%)
- Take primary responsibility for developing, sustaining, and cultivating relationships with assigned donors and prospects. Offer charitable solutions and assist them in meeting their charitable goals and needs by providing information about GCF’s services, community insights and charitable investment opportunities, benefits of current and planned gifts, etc. Provide exemplary customer service.
- Actively participate in and support Generous Together efforts, including donor co-investments, impact investments, and donor volunteer opportunities. Raise flexible and legacy dollars for the Foundation’s grantmaking initiatives.
- Participate in the design and delivery of the new-donor experience; proactively engage with donors.
- Solicit support for the Foundation’s annual fund; raise flexible and legacy dollars for the Foundation’s grantmaking initiatives.
Planning, Organization and Management (5%)
- Participate in the creation of annual Philanthropic Partnership Team plans, goals and strategies; carry out relationship management and donor relations activities as identified in the annual plan.
- Compile key performance indicators for respective area of responsibility.
- Represent the Foundation at special events, at times in the evening.
- Maintain the integrity of a portfolio of records and files related to constituents and funds, adhering to organizational data, process and retention standards.
- Serve as backup to other philanthropic advisors and team members. Serve as a resource to the Philanthropic Partnerships group.
- Other assignments and special projects as assigned by the Director, Donor Services, Senior Director, Donor Services, and/or Chief Philanthropy Officer
Requirements and Qualifications
- Minimum education and experience: bachelor’s degree and at least five years’ experience in the asset development field, including work and success in soliciting major gifts and promoting planned gifts. Preference for candidates with knowledge of or experience with community foundations
- Comfortable working closely with high net worth and/or influential individuals; proven ability to ensure confidentiality and discretion with all personal contacts and communications.
- Knowledge, experience and interpersonal skills necessary to earn the role of trusted advisor.
- Strong customer service orientation
- Energetic, personable, sensitive and mature interpersonal style, able to project confidence to donors; able to work well with a wide range of personalities.
- Sense of humor, creativity and an appreciation of the role of philanthropy in building community
- Highly motivated, action-oriented self-starter with strong organizational skills and follow through, especially planning and coordination. Ability to work under tight deadlines and to manage workload independently. Willing to adjust to multiple demands.
- Excellent communication (written and verbal) skills, including public speaking experience.
- Proven ability to work as a team player with diverse groups of people.
- Strong analytic, problem-solving and planning skills; demonstrated ability to identify procedural inefficiencies and to recommend and implement improvements.
- Excellent time and task management skills as evidenced by a proven ability to handle multiple tasks efficiently and effectively.
- Demonstrated experience with database management and office productivity software including Microsoft Office
Wages are negotiable within the competitive salary range set by GCF. The ranges have been established based on organization, industry and national standards. Desired salary expectations will be discussed during the interview process.
This position summary is not to be considered an exhaustive description of the responsibilities which may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform key responsibilities. Please note that duties and qualification of this and all jobs will change as we evolve our services to our community.
Greater Cincinnati Foundation (GCF) recruits, employs, trains, compensates, promotes and celebrates employees of all races, religions, colors, national origins, sexes, sexual orientations, disabilities, ages, veteran status and all the other characteristics that make individuals unique and extraordinary. At GCF, we have a clear vision: to be an employer of choice where a diverse mix of talented peopled want to be and can do their best work. GCF exists exclusively to support our community, and we know our organization runs on the hard work and dedication of our passionate and mission-driven employees.
GCF is a Gold Level certified with Ellequate (Formerly Queen City Certified), which is the first data-informed employer certification and cohort-based leadership program for gender equity in the U.S. workplace.
If interested, please apply on our website at www.gcfdn.org/careers