Position Status: Exempt
The Development and Donor Services Officer will be responsible for developing, cultivating and maintaining strong relationships, primarily but not exclusively with professional advisors and their clients, to engage individuals in charitable giving and to build the foundation’s assets by establishing new funds and bequests. Outreach will be focused on, but not limited to, financial advisors, estates-trust attorneys and accounting professionals.
Additionally, the Development and Donor Services Officer will be responsible for implementing a comprehensive donor relations program to promote interaction with and recognition of donors at all levels. The program goal is to enhance relationships with donors by gaining in-depth knowledge of their values, interests and financial capabilities, matching their interests with Foundation programs, and being an active solicitor of donors to grow their funds. The Development and Donor Services Officer will be familiar with planned giving strategies and will know how to integrate planned gifts into conversations with existing donors.
Finally, the Development and Donor Services Officer will work primarily with donors in Westmoreland County and report to the Executive Director of the Community Foundation of Westmoreland County. That person will work closely with the Development and Donor Services Department at The Pittsburgh Foundation. The Development and Donor Services Officer will represent the foundation publicly.
- Identifying and developing relationships with professional advisors regarding charitable giving and services offered through the foundation to assist them with their client’s gifting;
- Conducting vigorous external relations programs (including but not limited to personal contacts, written communications and promotional programs) to increase funds and planned gifts, to donors and professional advisors including financial planners, financial consultants, trust officers, attorneys, accountants etc. and their clients;
- Developing and implementing events to engage professional advisors and potential donors;
- Developing and implementing speaking schedule to professional and lay groups.
- Collaborating with development team to identify and create strategy for new lines of business for the foundation;
- Participating in projects to form partnerships and engage advisors and donors in the Center for Philanthropy at The Pittsburgh Foundation, when appropriate;
- Providing staff support for advisory committees as assigned; representing the Foundation at special events; executing administrative or programmatic tasks as assigned by the Executive Director.
Donor Services Responsibilities
- Managing and executing the current donor relations process, which includes making and coordinating phone calls, meetings, correspondence, site visits, seminars and surveys;
- Working with the Executive Director and Pittsburgh Foundation staff to ensure development goals are met, that any new donor receives an orientation and any existing donor receives an annual review;
- Educating donors, or connecting donors to Program staff when appropriate, such that consideration may be given to expanding donations and growing their funds to benefit a variety of causes;
- Working with the Executive Director to engage donors in strategic grant-making initiatives of the Community Foundation of Westmoreland County;
- Providing information to donors, as requested, to ensure that they are making educated grant-making decisions;
- Leveraging the standard fund management practices of the Foundation to create agreements that are easily and consistently administered in accordance with the donor’s intent;
- Keeping detailed records of donor’s interests, ages, family engagement and potential opportunities for growth;
- Developing, participating and assisting in various events and donor-engagement opportunities, which enhance relationships with donors or potential donors, such as educational workshops, site visits and donor-appreciation events;
- Working with multi-generational families to engage them in giving opportunities and connect them with appropriate staff and nonprofits to steward their grant-making experience;
- Maintaining a clear understanding of foundation policies related to all funds, but particularly donor-advised, scholarship and agency endowment types.
- Bachelor’s or master’s degree or equivalent experience preferred. Minimum 5 years experience in sales, planned giving, trust services, wealth management or donor-centered fundraising; experience working with professional advisors, and working with financially sophisticated donors and/or high net worth individuals;
- Exceptional interpersonal, verbal and written communication skills; ability to be an effective public speaker; ability to establish effective relationships with prospective donors, current donors, professional advisors, board members and community foundation staff members;
- Preferred knowledge of deferred giving vehicles related to charitable giving and tax laws that impact charitable giving, personal assets, and estates;
- Ability to exercise sound judgment and discretion in working with highly sensitive and confidential information and with diverse donor and prospect populations;
- Ability to work independently and develop new business opportunities, take initiative and participate as an effective team member. Excellent organizational skills and attention to detail;
- A passion for community involvement and philanthropy, an entrepreneurial spirit, experience working as part a team, a high level of personal and professional integrity and ethics;
- Genuine interest in Westmoreland County and a dedication to promoting the Foundation’s mission;
- Sense of humor;
- Demonstrated experience with databases and office productivity software such as Raiser’s Edge, Microsoft Office or donor/contributions databases.
Interested candidates should submit resume and cover letter, including salary requirements, to email@example.com
The Pittsburgh Foundation is an equal opportunity employer committed to diversity and inclusion.
ABOUT THE COMMUNITY FOUNDATION OF WESTMORELAND COUNTY
Established in 1995, The Community Foundation of Westmoreland County (CFWC) encourages local residents to become philanthropists, provides grants that support a wide variety of charitable organizations, and serves as a community leader. The organization’s resources comprise endowment funds established by individuals, businesses and organizations with a passion for charitable giving and a deep commitment to strengthening and celebrating the Westmoreland County community.
The Community Foundation of Westmoreland County is an affiliate of The Pittsburgh Foundation, one of the nation’s oldest community philanthropies and the 14th largest of more than 750 community foundations across the United States. The Foundation’s 2,000 individual donor funds, along with resources from its supporting organizations and The Community Foundation of Westmoreland County, has assets of about $1.2 billion. Grantmaking benefits a broad spectrum of community life within Pittsburgh and beyond with more than 2,000 grantees receiving funding annually. The Foundation typically awards grants of more than $40 million each year. Grantmaking from the Foundation’s discretionary funds leverages a broad range of resources and enables the Foundation to be an important change agent for the region.