Advisor - Donor Services

Omaha Community Foundation•Omaha, NE

4d•Hybrid

About The Position

Advisors on the Donor Services team are responsible for cultivating and enhancing relationships with prospective and current fundholders, providing an unmatched level of personal engagement and customer service, and helping the Omaha Community Foundation grow. Advisors assist fundholders in achieving their philanthropic goals effectively, efficiently, and with a lasting impact. Key attributes for success in this role include excellent interpersonal skills, respect for work, clients, partners, and a demonstrated ability to work harmoniously as part of a team.

Requirements

Bachelor's degree in public administration, business management, finance, or a related field
Minimum of 3 years of experience in a client relationship management role
A background in financial planning, charitable planning, trusts and estates, customer service, marketing, sales and/or business development
Ability to deliver high-quality, customized service to clients and partners, while staying current on philanthropic best practices and trends
Experience managing a portfolio, developing, engaging, and communicating with dynamic networks of diverse individuals to deepen relationships
Ability to conduct detailed research and distill meaningful summaries.
Strong knowledge of Microsoft Office products – Word, Excel, Outlook, and PowerPoint; CRM database experience
Willingness and ability to work as a team member with colleagues and external partners
Must possess a valid driver’s license, reliable transportation and current insurance

Nice To Haves

Detail-oriented and accurate, with excellent oral and written communication skills, and the ability to leverage technology and integrate data in meaningful ways
Additional degree or credential such as a Masters, JD, Certified Financial Planner (CFP), or Chartered Advisor in Philanthropy (CAP®)
Comfort and experience with public speaking and facilitation
A combination of relevant education and previous experience may be considered in lieu of the defined educational requirements.

Responsibilities

Provide account management support to a portfolio of fundholders and serve as a charitable advisor, providing tailored services, including grantmaking, charitable planning, and legacy giving.
Plan and coordinate fundholder meetings, creating stewardship plans to support short and long-term charitable goals.
Plan and execute educational sessions for current Foundation fundholders on aspects of charitable giving that impact tax and estate planning.
Offer expert guidance and recommendations to help fundholders support organizations in our community and beyond, while honoring their donor intent.
Become well-versed in OCF's products and services, including charitable giving tools, funds, and resources for fundholders and professional advisor partners.
Assist the program director with implementing programs to cultivate relationships with professional advisors, and other prospect groups, to grow gifts and new funds for the Foundation.
Assist in establishing and creating funds at the Foundation through lifetime and planned gifts.
Facilitate new account acquisitions, fundholder relationships and account retention, specifically in relation to our corporate fundholders.
Strengthen the relationship between OCF and the Omaha professional community.
Actively represent OCF at local events, conferences, and seminars.
May be required to complete other duties within scope as assigned.