Donor Services Specialist - Appleton, United States - Community Foundation for the Fox Valley Region

Description

Flourish with us as our Donor Services Specialist

Join our team of dedicated professionals in strengthening our community for current and future generations by helping people make a difference in the lives of all.

As the Donor Services Specialist, you will work independently and as part of a team to fulfill responsibilities primarily related to designated and agency funds, as well as assist supporting organizations and high-profile donor advised funds in the Community Foundation's Donor Services & Gift Planning department.

This position is responsible for executing and strengthening the Foundation's strategic goal of growing philanthropy and stewarding new and existing fund advisors.

through managing a portfolio of designated, agency and/or field of interest funds.

The Director of Donor Services will provide strategic direction and guidance to this position.

We have been certified as a 2022 silver-level Employee Friendly Workplace by the Fox Cities Chamber of Commerce.

This certification recognizes employers who demonstrate a significant commitment to promoting work/life integration by creating a positive work environment and experience for all employees.

We offer a flexible and hybrid working environment. Our team currently works in our office at 4455 W. Lawrence Street in Appleton, WI, or remotely in the Fox Valley area.

In addition to a flexible working environment, it is important to us to offer a generous benefit package to our team members.

Our current package includes health and dental insurance, 401(k), paid time off, paid volunteer hours, and professional development. This position is expected to work 40 hours per week. The salary range starts at $28.48 per hour. A start date no later than July 8, 2024 is preferred.


POSITION TITLE:
Donor Services Specialist


DEPARTMENT:
Donor Services & Gift Planning


LOCATION:
Community Foundation for the Fox Valley Region 4455 W. Lawrence St. Appleton, WI 54914

REPORTING TO:
Director of Donor Services

FLSA CLASSIFICATION (EXEMPT OR NON-EXEMPT): Non-Exempt

CLASSIFICATION:
Full-Time Benefits Eligible - 40 hours per week


LAST UPDATED:
May 7, 2024

***The
Donor Services Specialist is part of the Community Foundation's dedicated team of professionals who work together under the core values of integrity, respect, teamwork, stewardship, and diversity, equity, inclusion, and antiracism (DEIAR) to support the strategic direction and mission of the Foundation, strengthening our community for current and future generations by helping people make a difference in the lives of all.

The
Donor Services Specialist works independently and as part of a team to fulfill responsibilities primarily related to designated and agency funds, as well as supporting organizations and high-profile donor advised funds in the Donor Services & Gift Planning department.

This position is responsible for executing and strengthening the Foundation's strategic goal of growing philanthropy and stewarding new and existing fund advisors.

The Director of Donor Services will provide the strategic direction and planning guidance to ensure alignment with the Foundation's strategic development plan.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Fundamental Responsibilities

• Manage a portfolio of designated and field of interest funds as assigned with a goal of furthering the donor/fund advisor's intentions and charitable giving.

Deliver services that are consistent with the Council on Foundation's National Standards and align with the Community Foundation's strategic plan, development plan, and service model to include, but not limited to:

executing donor/fund advisor's intentions, facilitating fund advisor requests, assisting in forming strategies for the fund(s), and stewarding donor's philanthropic legacies.

• Manage a portfolio of agency funds as assigned with a goal of assisting nonprofits in maximizing the benefits of the fund and educating them about opportunities for fund growth and how the Community Foundation can support their work.
• Prepare all appropriate correspondence and documentation relating to fund advisor intent and goals, including notes, addendums, and updated fund agreements articulating necessary revisions and alignment with donors/fund advisors' intentions.
• Partner with Director of Gift Planning to establish new funds as requested, including meeting with prospects and assisting with fund documentation.
• Identify areas of process improvement opportunities for designated and agency funds, collaborate with key staff, and implement changes and needed efficiencies.
• Assist with board and committee meeting administration for various supporting organizations and donor advised funds. This includes drafting agendas, developing, compiling, and posting materials for board and committee members to access, attending meetings, preparing minutes and reports, and interacting with volunteers.
• Understand philanthropy and diverse