Donor Engagement Officer for Hamilton County Community Foundation - Indianapolis, United States - Central Indiana Community Foundation

Description

Job Type

Full-time

Description

Donor Engagement Officer for the Hamilton County Community Foundation- This position is responsible for supporting and advancing the charitable goals of a variety of donors (individuals, families and corporations) and fund holders that are component funds of Hamilton County Community Foundation (such as donor-advised funds, scholarship funds, field of interest funds, endowment funds, etc.).

We are Central Indiana Community Foundation, The Indianapolis Foundation, Hamilton County Community Foundation and Women's Fund of Central Indiana-a $1 billion collective of philanthropic organizations committed to making Central Indiana a community where all individuals have equitable opportunity to reach their full potential - no matter place, race or identity.

What We Do: For more than 100 years, we have helped people invest in the causes that matter most to them; awarded grants to effective not-for-profit organizations; and provided leadership to make Central Indiana a better, more beautiful, more equitable community. We believe in anti-racism, authentic relationships, inclusivity, leadership, effectiveness and sustainability.

What We're Looking For: This position is responsible for supporting and advancing the charitable goals of a variety of donors (individuals, families and corporations) and fund holders that are component funds of Hamilton County Community Foundation (such as donor-advised funds, scholarship funds, field of interest funds, endowment funds, etc.). Donor engagement officers are tasked with providing outstanding customer service, building and deepening personal relationships, implementing donor grantmaking and other philanthropic services and being the primary point of contact for a portfolio of donor-advised funds and other fund types that are a part of our foundations.

Responsibilities:

The following functions have been determined by CICF and HCCF to be essential to the successful performance of this position (including but not limited to)

Portfolio Management

• Manage a significant portfolio of donor funds (100+ funds representing a variety of individuals, families, corporations, etc. with a variety of levels of engagement).
• Develop strategy, stewardship plans and activities for engaging a diverse portfolio of current donors and fundholders, with a focus on moving the donor experience from transactional to transformational.
• Measure and monitor service effectiveness and donor engagement. Analyze and apply the results to tailor donor services.
• Provide exceptional customer service through prompt and professional responsiveness to support requests, professional written and oral communication; and consistent follow through.

Donor Engagement

• Contribute to strategy for cultivating donor engagement and co-investment in HCCF's mission and community leadership priorities. This includes working closely with the community leadership team to educate donors and fund holders on community challenges, opportunities and their intersection with inequity and race.
• In collaboration with HCCF's VP of External Strategy & Development, engage fundholders through proactive cultivation, solicitation, closing of gifts and donor stewardship/servicing:

1. Donor Meetings: Prepare for and execute/facilitate donor meetings and develop follow up plans.
2. Donor Cultivation: Invite and host donors and fund holders to foundation and community events to inform and connect donors to each other and important causes.
3. Solicit current gifts, planned gifts and referrals: Connect donors with existing opportunities to increase their philanthropic relationship with the foundations and potential invest in or alongside the foundations' programs and external investments; strategize with the development and gift planning team to position their fund(s), the foundations' funds and endowments, and/or not-for-profit organization to be recipients of future/planned gifts through estate planning; seek referrals and introductions to new potential donors and fund holders through testimonials and references.
4. Close: Collaborate with gift advisors and the finance team to open new funds, establish planned/future/estate gifts, attribute new gifts to correct funds, and provide timely gift acknowledgements and donor recognition.
5. Nurture/Steward/Service: Execute advising and stewardship strategy and plan to provide relevant services, which may include:

i. Identifying philanthropic priorities and mission development

ii. Family philanthropy services and multi-generational engagement

iii. Legacy services

iv. Community information and education

v. Large grant docket advisement and potential grant application processing/administration

vi. Answering questions to connect donors and fund holders with appropriate resources to resolve questions or increase impact/fund contributions

• Work with the senior director of effective philanthropy to track metrics, develop strategy and generate new investment from existing donor funds.
• In conjunction with the development and gift planning team, manage the prospective donor/advisor transition process.
• Research, develop, refine and evaluate specific philanthropic services, programs and events to engage current donors and fund advisors.
• Manage grantmaking for donors/advisors and other customized services at an appropriate level.

Development

• Develop plans and strategies in partnership with VP of External Strategy & Development and CICF development and gift planning staff and for additional gifts from current donors, including contributions to established funds, creation of new funds, and future contributions through deferred/planned gift plans.

Information Management and Evaluation

• Maintain exceptional donor/advisor records and information in the foundations' CRM (Salesforce), including profile information, contact history, codes, interests, portfolio distribution, reporting, etc.
• Help develop benchmarks and processes to measure success in delivering donor services and use the knowledge gathered to continually enhance the foundations' donor relations and engagement program.

Thought Leadership

• Provide leadership and knowledge to fundholders in key areas of family philanthropic planning, large grant guidance, community information and education, donor education, and/or legacy services.

Requirements

The following are the qualifications and minimum requirements necessary for a person to perform this job:

• Ability to perform the essential functions of the position.
• Understanding and adherence to high standards of ethics and confidentiality.
• Entrepreneurial mindset-embraces critical questioning, innovation, service and continuous improvement.
• Ability to work in a team and promote a positive results-oriented culture.
• Willingness to build knowledge about opportunity, equity and inclusion issues, and how they intersect with race, place and identity; and advance these core values through your work.
• Ability to work effectively as part of a team and work independently with little supervision.
• Excellent organizational and workload prioritizing skills.
• Excellent conceptual and analytical skills; ability to research and analyze data and information.
• Working knowledge of general office equipment, including computer-based word processing and spreadsheet packages; proficiency with MS Office products preferred. Experience working with Salesforce CRM is preferred.
• Ability to organize, facilitate, and manage projects and meetings in an efficient and effective manner.
• Incumbent will at times be required to work nights and weekends.
• Ability to attend off-premise events, such as community events and meetings. Possession of a valid driver's license and reliable personal vehicle.

EXPERIENCE:

• Minimum of a bachelor's degree or commensurate job experience is required.
• Minimum 2-4 years of experience in the not-for-profit or public sector. Experience in charitable giving, planned giving, customer service, grantmaking, project management, and/or task group management is preferred. Philanthropic certifications, including CFRE, CAP and 21/64, are a plus.

What You Get:

• $60,000 salary plus generous benefits, including:
• Employer-provided health, dental, vision
• 7% percent employer discretionary 403b contribution
• Potential for an annual bonus based on organizational and individual performance
• 10.5 paid holidays, including MLK Day and Juneteenth
• 20 PTO Days
• Flexible, hybrid work arrangement - Work from home on Mondays and Fridays
• Homebase-Newly renovated office space conveniently located downtown, just steps from Mass Ave., plus additional space in HCCF's new coworking space in Fishers, just off I-69 and 116th St. WORKING CONDITIONS : Flexible hybrid office environment (in office three days a week). The officer will work out of the HCCF office but will be expected to travel periodically to the CICF office in the English Foundation Building.
• An opportunity to do meaningful, results-driven work with a passionate, diverse team, supporting organizations that are committed to building and maintaining a strong, equitable and supportive culture for our team of changemakers.

EQUAL EMPLOYMENT OPPORTUNITY EMPLOYMENT :

Central Indiana Community Foundation, The Indianapolis Foundation, Hamilton County Community Foundation and Women's Fund of Central Indiana are equal opportunity employers that seek to recruit persons of diverse backgrounds and to support their retention and advancement. Justice is one of our core values, and we are committed to fostering a workplace culture inclusive of people with respect to their race, ethnicity, national origin, gender/gender identity, sexual orientation, socioeconomic status, veteran status, marital status, age, disabilities, political affiliation, religious beliefs or any other characteristic. Our commitment to justice and diversity also means providing a work environment that is welcoming, respectful, and engaging.

Our mission is to mobilize people, ideas and investments to make Central Indiana a community where all individuals have equitable opportunity to reach their full potential-no matter place, race or identity.

Racism deeply impacts the well-being of our communities, compounding existing disparities and creating intersectional barriers. We strive to name and address these barriers through community engagement and assessment, relevant and effective policy creation, and organizational accountability methods. We support initiatives that address all forms of oppression, however, maintaining an explicit focus on race is essential to advancing equity across our communities. Improving outcomes for people of color will improve outcomes for everyone.