Director of Donor Services
Director of Donor Services
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Omaha Community Foundation (OCF) believes in investing in the community but we realize that starts with our staff. You see it in our people our relationships with each other and our partnerships within the community. Our passion and commitment to serving the community and each other is key to our organizational culture engagement and ultimately the Foundations success.
The Director of Donor Services provides leadership and strategic direction to the Omaha Community Foundations Donor Services team and is responsible for advancing the Foundations strategic plan to engage fundholders prospective fundholders and a broad community of professional advisor partners. The role focuses on broadening the Foundations reach growing the referral base and increasing the number of new donor funds established. It involves cultivating strong relationships with donors potential donors fundholders and financial advisors ensuring they achieve their philanthropic goals effectively and efficiently. A core focus of this role includes driving innovative initiatives and contributing to long-term strategy and development to support OCFs mission and growth.
Qualifications:
:
- Bachelors degree in public administration business management finance or a related field*
- A minimum of 5-7 years of experience in client relationship management role with a focus on high-net-worth client relationships
- Previous nonprofit managerial experience to include knowledge in the areas of fundraising program activities finance operations and communications
- Ability to operate and lead in accordance with the highest ethical standards and in line with the Foundations stated values
- Computer literate to include database management grantmaking software ability Microsoft Office (e.g. Word Excel Outlook PowerPoint and Publisher) etc.
- Strong project management skills with demonstrated experience managing complex projects with a variety of stakeholders and the ability to adapt to changes in work demand
- Excellent interpersonal and collaboration skillsas well as strong verbal and presentation skills
- Demonstrated leadership experience with willingness and ability to work as a team member with colleagues and external partners
Preferred:
- A masters degree or advanced post-secondary program
- Advanced education or certification including but not limited to Chartered Advisor in Philanthropy (CAP) 2164 Certification AEP or willingness to obtain within the role
- A background in financial planning planned giving and/or trusts and estates
- In-depth knowledge of the philanthropic sector philanthropic organizations and charitable planning tools and vehicles as well as related laws and regulations
*A combination of relevant education and previous experience may be considered in lieu of the defined educational requirements may be considered.
Essential Functions:
- Lead the Donor Services team to ensure alignment with strategic priorities of the Foundation and integrity of donor services structure ensuring team coverage to provide high-quality customer service as part of the Foundations value proposition to manage and develop team talent including the identification of growth opportunities providing clear expectations and effective feedback.
- Lead the development and execution of proactive strategies for donors and prospective donors leveraging data to inform strategic decision-making. Establish clear goals and metrics for the advisor team to grow relationships and drive business and advisor development. Advance the Foundations fundraising and fundholder activation efforts through personalized philanthropic services including OCF accounts corporate philanthropy strategic fundholder engagement events and planned giving tools.
- Manage a portfolio of fundholders serving as a charitable advisor and offering customized services including grantmaking charitable planning and legacy giving. Be accountable for key donor relationships including account retention legacy giving and advisor outreach. Conduct and oversee strategy for presentations and continuing education opportunities in the community through the Donor Services team. Assist individuals families businesses and other foundations in establishing philanthropic plans and creating funds at the Foundation through lifetime and planned gifts.
- Facilitate strong communication and collaboration between Donor Services and internal teams including Community Investment Finance and Marketing & Communications to strengthen donor engagement and deepen community insight. Represent OCF at local events and outreach efforts identifying external opportunities that can inform and shape donor strategy.
- Lead the development and execution of advisor engagement outreach and communications in partnership with the Marketing & Communications team. Build and leverage relationships internally and externally (donors advisors) to further the Foundations mission.
- Identify and create meaningful engagement opportunities for current and prospective fundholders by planning impactful experiences and events in collaboration with internal partners.
- Collaborate on the cultivation stewardship strategy and activities to include managing the Chartered Advisors in Philanthropy (CAP) program corporate giving legacy giving funding groups and impact investing.
- Serve as the Foundations planned giving expert including staying abreast of federal and state laws concerning charitable giving estate planning donor advised funds etc. Monitor and analyze trends and policy changes affecting the philanthropic sector recommending improvements and contributing to strategy development.
- Serve as a staff liaison to the Gift Acceptance Committee while leading due diligence on complicated gift asset transactions.
- May be required to complete other duties within scope as assigned.
Environment:
The primary work locationis1120 S. 101stStreetin Omaha Nebraska. This role is expected to work in the office with the occasional flexibility to work from home.
Who is the Omaha Community Foundation
We are maximizing the power of philanthropy to strengthen our vision is a connected community of passionate philanthropists strong nonprofits and thriving residents. We work to make this vision a reality daily through planning building strategic partnerships facilitating meaningful dialogue with all our partners and fundholders and ensuring we have a lot of fun along the way. Were committed to these efforts because we believe a stronger community is worth it for everyone.
Required Experience:
Manager
Employment Type
Full-Time
