- Experience Level
The Community Foundation for Greater Atlanta inspires philanthropy and strengthens our region by providing quality services to donors, engaging donors to address the most pressing needs facing our community, and leading innovative solutions and approaches to address our region’s greatest challenges. Reporting to the Senior Program Officer, the Philanthropic Associate is a part of the Philanthropy department and is critical to driving achievement of the Foundation’s goals and objectives.
Essential Functions of the Position:
- Manage a portfolio of low-engagement current donors; activities include communications, scheduling meetings with donors, invitations to events, distributing Foundation knowledge and thought leadership, thank you’s, monitoring for major donor events.
- Support strategic planning and operations of the Philanthropy Team to ensure work of the team aligns with broader Community Foundation goals
- Develop proficiency in donor services and development of core competencies.
- Support the Senior Philanthropy Officers (SPO) in the development of strategy, stewardship plans, and activities for engaging a diverse portfolio of current donors.
- Measure and monitor service effectiveness and donor engagement; analyze and apply the results to tailor donor services to ensure stewardship plans and activities align with Community Foundation strategy and goals.
- Work with Finance to produce accurate financial reporting of current donor giving and department fundraising goals.
- Produce and update contact reports, gift and grant history to support SPO’s management of current donor portfolios and activities, includes conducting current donor background research, and monitoring the status of planned gift donors.
- Oversee administration of weekly donor grants recommendations; coding, tracking and review process, and weekly approval.
- Support the introduction of relevant new services and make connections to existing services for donors to increase their philanthropic relationship with CFGA.
- Serve as in-office point of contact / teaming with and supporting Philanthropic Officers and donors to answer grant-related questions.
- Partner with Administrative Assistant and Philanthropic Officers on donor events and communication calendar to ensure high donor engagement and achievement of overall deliverables.
- New donor set-up, orientation preparation, and research. Assist Philanthropic Officers in meetings as needed with current donors, Supporting Organizations and Private and Family Foundations.
- Maintain a portfolio of prospects as part of the master prospect list and actively update moves management actions from qualification to cultivation, gift closing
and stewardship with timely quality contacts to secure new funds and contributions.
- Actively contribute to developing and maintaining a high-performing and cohesive team including seeking out real-time feedback and owning individual goals and growth.
- Actively support partnerships with the Community and MarCom departments to design and implement processes and operations for co-investment.
- Operate with continuous improvement mindset, identifying areas for increasing donor engagement, process/product standardization/streamlining and work with key individuals from all departments to ensure integration of all functions as necessary.
- Collaborate with all departments internal teams for efficient use of resources and to maximize effectiveness of all teams.
- Stay current and integrate industry best practices into day to day operations, including new product ideas to diversify CFGA portfolio of donor offerings.
- Other duties as assigned.
Experience & Skills:
2-5 years of knowledge with fundraising, donor service, and stewardship
- Commitment to service
- Self-starter, results-oriented
- Experience and demonstrated results connecting, collaborating, and engaging with high net worth individuals for purposes of philanthropic engagement
- Ability to organize and prioritize work and manage competing priorities for self and team members
- Excellent interpersonal, oral and written communication skills
- Dedication to problem-solving, efficiency, and process improvement
- Excellent facilitation skills
- Ability to use data in decision-making processes
- Proficiency in Microsoft Office Suite including Excel, Outlook, PowerPoint, and Word
- Experience with philanthropy records systems database; Raiser’s Edge or FIMS.
Bachelor’s degree in social services, human services, community development, public policy or related field(s).
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
Community Foundation for Greater Atlanta values diversity, equity, and inclusion; therefore we honor the diverse needs, strengths, voices, and backgrounds of all individuals in our regional community.