Donor Experience Officer – Fund Management

Greater Hartford Gives Foundation•Hartford, CT

21h•$81,000 - $95,000

About The Position

The Donor Experience Officer serves as a fund steward for the Foundation, overseeing relationships and fund management across Greater Hartford Gives fund types. The Officer ensures every fund operates according to its purpose, the fundholder’s charitable intent, legal and regulatory requirements, and Foundation policy. Reporting to the Director of Donor Experience, the Officer provides proactive stewardship and strategy for a portfolio of principal prospects and donors, helping fund advisors make informed and impactful grants to deepen engagement, grow funds, and advance legacy giving. The Officer helps lead fund operations, including the Annual Fund Review process, and works closely with Finance, Grants Administration, Community Impact, and Development colleagues to support cross-departmental fund operations. The Officer also serves as a lead practitioner of Greater Hartford Gives Direct, the Foundation’s single point of contact for fund donors and fund advisors.

Requirements

Bachelor’s degree in a relevant field, or equivalent practical experience in place of the degree requirement.
At least 5 years of related experience in donor stewardship, fund administration, fundraising, or community foundation work.

Nice To Haves

Experience managing complex donor or client relationships, including relationships with high-capacity donors.
Experience administering multiple fund types, such as donor-advised, agency, designated, field of interest, or scholarship funds.

Responsibilities

Respond to fundholder and advisor needs across all fund types, provide education and problem-solving support, and ensure funds remain active and comply with their purpose, donor intent, legal and regulatory requirements, and Foundation policy.
Manage new fund onboarding with Foundation stakeholders and provide new fundholders and advisors with a welcoming, clear introduction to the Foundation and its fund options.
Manage an assigned portfolio of principal prospects and donors, provide proactive stewardship, and develop strategies in partnership with the Director of Donor Experience, Vice President for Advancement, and President & CEO.
Prepare Annual Relationship Reviews, briefings, fund and giving histories, and engagement recommendations for principal donor meetings and events.
Develop and carry out individualized engagement plans connecting principal donors’ philanthropy to Foundation priorities and community impact.
Identify fundholders who may be interested in fund additions, new funds, legacy commitments, or supporting strategic priorities, and share insights with Development.
Provide personalized stewardship that honors donor intent and deepens fundholders’ understanding of their fund’s purpose and impact.
Lead fundholder and advisor outreach, check-ins, and giving and grantmaking analysis to strengthen relationships, satisfaction, retention, and growth.
Support discussions about charitable giving options, complex-asset gifts, estate and legacy planning, and long-term philanthropic strategy in collaboration with Development and Advancement leadership.
Support engagement events, fundholder gatherings, and site visits connecting donors to the impact of their giving in Greater Hartford.
Review and process grant recommendations, confirm grantee eligibility, and ensure timely processing and distribution.
Manage grant processing for assigned portfolios, including multi-year and recurring grants, and support timely payment releases and related processes.
Research and complete grantee information and support Grants Administration with creating new grantee profiles.
Manage the Annual Fund Review process for all fund types in collaboration with the Director of Donor Experience and Donor Experience Officer.
Maintain knowledge of fund histories, grant patterns, advisor goals, fund characteristics, fund agreements, administrative rules, and legal parameters.
Monitor and report on inactive funds under Foundation policy and coordinate outreach and next steps.
Support fund changes, successor advisor transitions, and fund terminations, ensuring complete and accurate documentation.
Serve as a lead practitioner of Greater Hartford Gives Direct and respond to and resolve donor and fund advisor inquiries, escalating issues to colleagues when needed.
Lead Greater Hartford Gives Direct operations, including workflows, response templates, inquiry tracking in CSuite, and service-standards reporting; maintain responsiveness, accuracy, and warmth.
Use Direct inquiry trends to identify stewardship opportunities, process improvements, and fundholders ready for deeper engagement.
Maintain working knowledge of Foundation investment options, policies, key initiatives, and strategic priorities.
Collaborate with Finance and Grants Administration on grant-processing workflows and CSuite processes.
Participate in Advancement department and Foundation-wide meetings, events, projects, and external events, including some evening events.
Support the Fund Portal to provide a strong experience for donors, fund advisors, and internal stakeholders.
Partner on CSuite fund records, configuration, and reporting for the Donor Experience team, and uphold data integrity across fund records, advisor contacts, and grant histories.
Identify system and process improvements that reduce manual work and strengthen the fundholder experience, and contribute to donor technology evaluations as needed.
Perform other related duties as assigned.