The Donor Engagement Officer is a full-time exempt position and a member of the Philanthropic Engagement Team of the Triangle Community Foundation. The position reports to the Director of Donor Engagement.
This position provides front-line stewardship to donor-advised (DAF) fundholders, specifically in the areas of donor engagement in Foundation activities, as well as the weekly grantmaking process. This position contributes substantially to the Foundation’s philanthropic vision, mission and values.
RESPONSIBILITIES
- Donor Engagement
Provides excellent service, communication, and Foundation resources, to donor-advised fundholders (DAFs), ensuring they are achieving their philanthropic objectives through targeted grantmaking and fund management
Proactively manages portfolio of approximately 100+ DAFs providing philanthropic advisory as well as administrative and logistical support to fundholders
Cultivates, stewards, and partners with corporate and committee funds to ensure excellent customer service, reflecting their community impact goals, and utilizing competitive grantmaking applications
Works collaboratively with Community Engagement team to match DAFs with appropriate educational opportunities regarding community issues including ways to get involved to address and support those issues
Connects donors with similar interests, as well as Foundation’s nonprofit partners through a variety of engagement experiences (e.g., site visits) for the evaluation of grantmaking impact and fund alignment
Consistently highlights the Foundation’s focus areas as funding opportunities and ensures that other staff-suggested grants to nonprofit partners are shared with fundholders
Strategizes and plans events for Philanthropic Engagement (Development and Donor Engagement)
Attends bi-weekly Philanthropic Engagement meetings to contribute to larger Philanthropic Engagement strategies and objectives with a willingness to share ideas, skills, and information with peers to maximize department effectiveness
Maintains current fundholder data and records donor engagement touchpoints in CSuite, the Foundation’s Customer Relationship Management software
Donor Development
- Identifies, qualifies, cultivates, and solicits individuals, nonprofits, and community groups among existing fundholders to grow their charitable giving to the Foundation
- Develop and execute strategies for intentional stewardship to involve current donors in Foundation programs and donor-leveraged grantmaking efforts
- Collaborate with the Philanthropic Engagement team and other colleagues to achieve Foundation and Team goals for new assets, planned gifts and grants to nonprofits
- Utilizes moves management for consistent and documented solicitation
- Analyzes and utilizes fundholder data in CRM to identify opportunities for fundholder engagement, stewardship, and cultivation
Grants Processing and Analysis
Provides weekly grants support during due diligence and grants approval
Serves as support for grants administration
- Be a thought partner to the Vice President of Philanthropic Engagement and Director of Donor Engagement to strategically approach and utilize grants analysis and data
- Benefits include health insurance (medical, HSA, HRA), dental insurance, retirement plan and contributions, wellness benefit & Employee Assistance Program, professional development opportunities, and generous PTO to support work/life stability.
To apply, please email cover letter and resumé to jobs@trianglecf.org with “DEO Position” in the subject line. Priority will be given to resumés received by 5pm Tuesday, October 27th. Applications without a cover letter will not be considered for this position.