Responsibilities
Donor Portfolio Management
- Proactively manage portfolio of approximately 100-125+ DAFs, including corporate and committee-advised funds
- Develop long-term relationships through personal interaction with assigned fundholders, striving to connect fundholders with the Foundation Impact Areas, as well as causes they care about
- Provide excellent service, communication, and Foundation resources, to donor-advised fundholders (DAFs), ensuring they are achieving their philanthropic objectives through targeted grantmaking and fund management.
- Plan and implement a strategy to ensure assigned donors are given appropriate attention each year.
- Develop and implement an annual giving program as part of operational planning and budgeting for the Fund for the Triangle
- Facilitate face-to-face and virtual visits for stewardship and solicitation efforts.
- Consistently highlight the Foundation’s focus areas as funding opportunities and ensure that other staff-suggested grants to nonprofit partners are shared with fundholders.
- Educate fundholders on philanthropic trends, best practices, and Triangle community needs through partnership with Community Engagement
- Maintain current fundholder data, record donor engagement touchpoints in CSuite, the Foundation’s Customer Relationship Management (CRM) software.
- Use existing CRM and communication systems and processes to report on donor activity.
- Implements proficient and comprehensive philanthropic and donor stewardship best practices.
- Participates and engages with the Donor Engagement Team within the Philanthropic Engagement Department
- 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.
- Works closely with other departments to leverage events, projects, and activities to enhance donor engagement and stewardship.
- Is a thought-partner with the Director of Donor Engagement to accomplish department objectives, strategies, and key performance indicators.
- Participates in assigned special projects as required.
QUALIFICATIONS & ATTRIBUTES
- Commitment to the Foundation's goals, values, and mission.
- Minimum of five years of experience working within fundraising departments at non-profit organizations.
- Direct experience and comfort in working with high wealth individuals.
- Willing to work flexibly within a hybrid work environment and to adjust activities and priorities to take on new responsibilities. In-office collaboration occurs in an open work environment comprised of workstations and huddle rooms.
- Ability to travel independently throughout the Triangle (Chatham, Durham, Orange, and Wake counties) to visit with fundholders and non-profits as necessary.
- Certified in Customer or Client Services is preferred.
- Strong data management skills: Experience with databases, Microsoft Office Suite and spreadsheet proficiency is crucial.
- Strong organizational, interpersonal, and facilitation skills to balance multiple projects and deadlines.
- Excellent judgment and ability to think independently.
- Ability and willingness to collaborate closely with other colleagues as a team.
- Excellent writing and oral presentation skills; experience in writing in a variety of styles and for a variety of audiences.
COMPENSATION AND BENEFITS
- The salary range for this position is $73,000 - $79,000.
- Benefits include health insurance (medical, HSA, HRA), dental insurance, retirement plan and contributions, wellness benefit, professional development opportunities, and generous PTO.
HOW TO APPLY
To apply, please email a cover letter describing how past work experience will inform donor engagement work at the Foundation and resumé to
Leslie.alexander@letscatapult.org with “TCF DEO Position” in the subject line. Priority will be given to resumés received by Friday, March 15th.
Applications without a cover letter will not be considered for this position.
Triangle Community Foundation serves Chatham, Durham, Orange, and Wake counties, and is the largest nonprofit funder in our region. By working with dedicated donors and strong nonprofits, we can guide gifts in a strategic way to fill in gaps, reduce inequities, and solve the region’s most pressing challenges. Since 1983, we have envisioned a Triangle that works together so everyone can thrive, and in the last fiscal year, with the help of our generous family of donors, we granted over $29 million back into the community to make a difference.
For more details about Triangle Community Foundation, visit
www.trianglecf.org.
At Triangle Community Foundation, we believe that when people feel respected and included, they can be more creative, innovative, and successful. While we have more work to do to advance equity, diversity, inclusion, and belonging, we are investing to move our organization and community forward. The Foundation is an equal opportunity employer and if you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, please direct your inquiries to
Leslie.alexander@letscatapult.org
Employment is contingent upon successful completion of a reference and background check.