Careers

TITLE: Philanthropic Services Officer
REPORTS TO: Senior Director of Philanthropic Services
STATUS: Regular, Full-time, Exempt

POSITION DESCRIPTION: The Philanthropic Services Officer works with the Senior Director to provide high-level customer service for existing donors to the Community Foundation. This position is also responsible for entering and maintaining records in the constituent record management (CRM) database, and collaborating with staff in other departments to ensure timely and accurate contribution acknowledgment.

MAJOR RESPONSIBILITIES:

Donor Relations

• Respond in a timely manner to donor requests for information or assistance, connecting them to other resources as necessary.
• Research funding opportunities for fundholders that align with their charitable interests, both within our fund portfolio and in the nonprofit community.
• Verify eligibility of nonprofit organizations for grants from the Foundation.
• Support strategic stewardship efforts for new and existing fundholders.
• Address general inquiries related to development department functions and support development work as needed.

Gift Entry and Acknowledgment and Data Management

• Record contributions and pledges to Foundation funds in the CRM database and generate donor acknowledgment letters.
• Identify and capture pertinent information during gift entry process, updating records within the database to preserve data integrity, reflect donor preferences and ensure the confidentiality of gift and associated donor records.
• Create and maintain accurate constituent, action and fund records in the CRM database.
• Manage communication preferences for constituents in order to produce accurate email and mailing lists for Foundation communications.
• Work with members of the Finance and Grants departments to ensure consistent record management across data systems.
• Research key constituencies (professional advisors, current and potential donors and board members, etc.) and capture pertinent information in CRM in support of relationship building efforts.

Reporting and Operational Support

• Sourcing information from the CRM, analyze data and prepare reports for internal and external audiences, consistent with Foundation data policies.
• Prepare data for Development department metrics reporting.
• Manage data requests and cyclical updates as defined in the CRM task calendar.

PREFERRED QUALIFICATIONS

• Deep interest in and commitment to philanthropy and the work of the Community Foundation, with a demonstrated commitment to the Central New York area, its people and their concerns.
• Commitment to be guided in all work by the vision of diversity, equity and inclusion that has been established by our staff and board.
• Minimum of 7 years of data management and/or development work experience required.
• Customer service and listening skills, follow through and problem-solving abilities.
• Computer proficiency including knowledge of Microsoft Office, CRM software (familiarity with Raiser’s Edge preferred) and a willingness to learn all appropriate Community Foundation software.
• Proficiency in database administration and logic, prospect and constituent management, data imports and exports, developing reports.
• Strong analytical skills with an ability to organize and prioritize work and manage multiple priorities simultaneously.
• Superior attention to detail.
• Ability to work independently, take initiative, participate as an effective team member and follow tasks through to completion

TIME REQUIREMENT: This is a full-time, exempt position requiring 37.5 hours per week. Work hours are 8:30 a.m. to 4:30 p.m. with some flexibility. Occasionally, early, late or weekend hours may be required.

SALARY & BENEFITS: Salary range starts at $70,000. Employee benefits include health insurance, annual vacation and sick days, twelve paid holidays, term life insurance, additional disability insurance, parking, 401(k) retirement savings program with employer contribution and match, optional flex spending accounts for medical or dependent care expenses and other benefits as outlined in the employee handbook.

HOW TO APPLY: Please send a letter of interest and resume to careers@cnycf.org. Applications will be accepted until the position is filled.