We are currently seeking applicants for the following positions: President & CEO (through our partner, BoardWalk Consulting) and Philanthropic Services Officer. See below for positions descriptions.
TITLE: President & CEO, The Community Foundation
REPORTS TO: Board of Directors
TITLE: Philanthropic Services Officer
REPORTS TO: Vice President, Philanthropic Services
The Philanthropic Services Officer (PSO) is a valued member of the Philanthropic Services team (PS) and works in support of the Vice President, (V.P.) of Philanthropic Services. The PSO is responsible for ensuring TCF’s systems and procedures are internally efficient, and effective and user-friendly for donors with respect to gift and grant processing. The PSO is responsible for managing TCF’s proactive due diligence program and is a key member of the due diligence team. The PSO maintains donor relationships as appropriate. This is a full-time, exempt position.
1. Donor and Fund Services
- Manages new fund establishment process including fund letter drafting and approval, appropriate documentation and reporting, and acknowledgement to new donors.
- Documents and ensures execution of changes that impact fund management and/or the relationship between TCF and our fund donors/advisors.
- Serves as primary contact with donors regarding due diligence review and timing of grant payments. Communicates with appropriate PS team member when grants are in jeopardy of being denied so appropriate follow-up can be made with the donor.
- Manages, maintains and updates all aspects of TCF’s online portal for communicating with fund donors. Primary liaison with the online portal vendor.
- Monitors, provides guidance, and meets as appropriate with TCF fund donors who actively raise funds to support their charitable fund.
- Serves as primary staff contact on fund donor relationships as assigned.
- Fields general donor inquiries.
2. Due Diligence and Gift and Grant Administration
- Oversees the due diligence team, led by the Philanthropic Services Associate, to ensure effective program implementation.
- Oversees the gift acknowledgement process led by the Philanthropic Services Associate. Reviews and signs most gift acknowledgement letters and coordinates with PS team as appropriate.
- Reviews and approves grant to ensure accuracy and donor intent (including grant edits and grant transmittal letters).
- Ensures all grantees are compliant with IRS regulations and TCF policies.
- Approves all new grantees.
- Approves GiveRichmond portraits of any nonprofit new to TCF.
- Oversees gift processing in coordination with Finance and Philanthropic Services Assistant. Ensures compliance with TCF gift acceptance policies and IRS regulations.
3. Database Management and Reporting
- Oversees maintenance of all electronic and hard copy files for funds and fund donors.
- Maintains integrity of donor database (FIMS) by orchestrating regular review of data points, in coordination with the Office & Technology Manager and other administrative staff.
- Updates donor information including news articles, awards, or deaths.
- Produces and distributes fund statements of activity and investments in close coordination with VP Philanthropic Services and Finance team.
- Prepares quarterly reports for TCF Board of Governors’ meetings and as assigned.
- Designs, updates, and prepares reports for the PS team, including donor meetings, utilizing Crystal reports and other programs.
- Ensures the accuracy of TCF website information that affects donors.
- Represents PS team on TCF internal technology committee.
4. Other duties as assigned by VP Philanthropic Services.
- A minimum Bachelor’s degree or equivalent experience required.
- A minimum of three years related work experience preferred.
- Analytical skills and strong computer literacy in Microsoft Office and database management are required.
- The ability to meet deadlines; work independently; handle multiple tasks; and the flexibility to respond to unexpected duties with short time horizons.
- Strong interpersonal skills. Ability to interact with diverse groups of people including donors, grant seekers, board members and Foundation staff.
- Excellent communication skills, both written and oral, and attention to detail.
- Familiarity with IRS regulations and the nonprofit sector preferred.
- The position must embrace The Community Foundation’s charitable mission, sharing the staff’s and board’s passion to enhance the quality of community life through our work; represent the Foundation in a professional manner; be able to work collegially and be supportive of all aspects of the Foundation’s work.
For consideration, resume and cover letter with salary requirements must be received by 5:00 p.m. on Monday, April 27, 2015. Forward documents to The Community Foundation, 7501 Boulders View Drive, Suite 110, Richmond, VA 23225 or by email to firstname.lastname@example.org. No phone calls or agencies, please.