I. Position Summary
The Community Foundation for Northeast Florida, Inc. is a nonprofit service organization that helps donors advance their charitable and philanthropic goals through expert guidance, customized giving strategies, and deep knowledge of community needs. All staff members are expected to understand and support the Foundation’s mission, maintain a professional attitude, build positive working relationships, and serve the community with passion, integrity, and energy.
The Collective Giving Officer is responsible for administrative and operational functions within the department. This position maintains Foundation constituent database records and files, provides event planning logistics and support, and performs other general office duties to support.
The Collective Giving Officer is responsible for assisting with oversight and administration of giving circle grants, provides technical assistance to potential and successful grantees as well as on-going grant management and the support of the full grant cycle from application review through award, reporting, and closeout. In addition, the Collective Giving Officer provides research and support for the Civic Leadership department. The Officer assists other staff and donors with the evaluation of grant proposals, conducting background research and preparing proposals for funding. The Collective Giving Officer serves as a lead department staff member in database management in support of the Director of Collective Giving.
II. Detailed Responsibilities
Listed below are major duties and responsibilities of this position. It is not designed or intended to cover or contain a comprehensive listing of the activities, duties, or responsibilities of the employee.
- The Collective Giving Officer provides administrative support to the Vice President for Civic Leadership, including coordination of Donors Forums and other Civic Leadership initiatives, event and meeting logistics, communications, research, preparation of materials, and related follow-up.
- Manage giving circle member engagement strategies, including educational and social events, the annual grants process, steering committee, and other committees.
- Maintain CRM(Salesforce) with accurate information, updating records and maintaining database integrity.
- Prepare reports from Salesforce, as requested, required for communications and effective management of initiatives.
- Ensure that grantmaking is consistent with the appropriate criteria established for the funds which support them.
- Clearly and persuasively present recommendations for assigned fields of work, along with detailed information supporting those recommendations.
- Research, analyze, and synthesize information about assigned fields, present that information clearly, and utilize that information in an ongoing way to continuously make recommendations regarding grantmaking.
- Follow the foundation’s grantmaking policy and best practice strategies from the field of philanthropy into all work.
- Maintain current knowledge and understanding of community needs, nonprofit organizations and issues facing them to inform grantmaking.
- Represent the foundation at community functions as assigned.
- Coordinate meeting/convening/event registration and logistics, including securing and confirming venue, food, and refreshments, preparing materials and general event support.
- Draft and mail correspondence including but not limited to, potential giving circle member correspondence, invoicing, overdue correspondence, and acknowledgement letters when requested.
III. Qualifications and Experience
- Bachelor’s degree from an accredited university
- Minimum of three (3) years of experience in not-for-profit or related field.
- Demonstrate working knowledge and comfort with multiple forms of philanthropic and charitable giving
- Superior inter-personal skills with experience and comfort in working with and relating to individuals of diverse views and backgrounds
- Commitment and experience providing high-quality service to donors, volunteers, grantees, and colleagues
- Excellent written and oral communication skills; able to communicate clearly, diplomatically, and persuasively, and to facilitate presentations and meetings.
- Strong computer skills including Microsoft Office365; demonstrated skills with customer relationship software, Salesforce preferred to manage stakeholder relationships
- Ability to manage multiple assignments efficiently and effectively, with strong follow through, and to adapt easily to emergent requests
- Ability to think and act independently with good judgement and minimal supervision, as well as the ability to work well in a team environment
- Strong organizational skills and attention to detail in all work products
- Must demonstrate integrity and excellent professional judgement, analytical reasoning, and problem-solving skills
- A valid State of Florida Driver’s license and access to a motor vehicle, as local and some out-of-town travel is required
IV. Working Conditions
Working from Foundation’s physical offices is required for this position, with allowance for periodic remote work in accordance with the Foundation’s Remote Work Policy.