Philanthropic Associate (Engagement)

The Community Foundation For Greater Atlanta•Atlanta, GA

9d•$60,000 - $66,000•Hybrid

About The Position

The Community Foundation for Greater Atlanta is one of the nation's largest community foundations, with over $1.7 billion in assets and more than seven decades of philanthropic leadership. Through grants, donor services, and civic partnerships, CFGA advances equity and opportunity across 23 counties in the Greater Atlanta region. The Philanthropy team provides quality services to donors and engages donors to address the most pressing needs facing our community. Reporting to the Director of Donor Engagement, the Philanthropic Associate’s primary responsibility is to prospect and cultivate new donors and gifts contributing to the achievement of the Foundation’s goals and objectives. Additional responsibilities of the philanthropy associate include providing services to donors to solicit and secure new gifts from existing and new donors. The Philanthropy Associate collaborates with the Philanthropy team and other departments in an administrative and supportive capacity to ensure that all aspects of current and prospective donors’ philanthropic needs are being properly met.

Requirements

2-5 years' experience with fundraising, donor service and stewardship
Self-starter, results-oriented and committed to quality service
Demonstrated success in connecting, collaborating, and engaging with high-net-worth individuals for purposes of philanthropic engagement
Ability to organize and prioritize work and manage competing priorities
Ability to analyze data, develop observations and recommendations, and communicate with team members to use data in decision-making processes
Excellent interpersonal, oral and written communication skills
Dedication to problem-solving, efficiency, and process improvement
A clear commitment to equity of opportunity, supported by a record of impact in areas relevant to the Foundation’s evolving strategy, as well as a genuine respect for diversity, equity and inclusion
Skilled in Microsoft Office Suite including Excel, Outlook, PowerPoint, and Word with proficiency in philanthropy records systems database technology such as Raiser’s Edge or FIMS.

Responsibilities

Solicit and secure new gifts from new and existing donors to grow the Foundation’s invested assets, including prospecting, cold calls, developing a donor pipeline, making and closing the ask, generating leads, etc. This position is focused on new donor and fund acquisition.
Manage and build portfolio of prospective and current unassigned donors; activities include research, developing communications, scheduling meetings, invitations to events, distributing Foundation knowledge, solicitation strategies, prospect management records, etc.
Develop proficiency in donor services and develop core competencies
Support the Director of Donor Engagement in the development of strategy, cultivation plans and activities for securing new gifts and engaging a diverse portfolio of new donors to include special projects
Engage and support donors participating in SOG giving circle.
Measure and monitor acquisition effectiveness and donor engagement; analyze and apply the results to tailor donor cultivation and services to ensure stewardship plans and activities align with Community Foundation strategy and goals
Produce and update contact reports, solicitation tracking, gift history, cultivation/stewardship activities and research
Perform administration of open/close fund process; submission, tracking and review process. Serve as the Shared Services liaison to ensure process flow execution.
Support the introduction of relevant new services and make connections to existing services for prospective donors to solidify their philanthropic relationship with the Foundation
Serve as in-office point of contact to answer current and prospective donor questions
Partner with other team members on donor events and communication calendar to ensure high donor engagement and achievement of overall deliverables
Assist Sr. Planned Giving Associate with legacy society stewardship and tracking as needed
Assist philanthropic officers and directors in meetings as needed with new/current donors and professional advisors
Maintain a portfolio of prospects as part of the master prospect list and actively update moves management actions from qualification to cultivation, gift closing and stewardship with timely quality contacts to secure new funds and contributions
Actively contribute to developing and maintaining a high-performing and cohesive team, including seeking out real-time feedback and owning individual goals and growth
Actively support partnerships with the Community and Marketing/Communications departments to design and implement processes and opportunities for co-investment
Operate with a continuous improvement mindset, identifying areas for increasing donor engagement, process/product standardization/streamlining and working with key individuals from all departments to ensure integration of all functions as necessary
Stay current and integrate industry best practices into day-to-day operations, including new product ideas to diversify the Foundation’s portfolio of donor offerings.
Attend community meetings such as Kiwanis, Rotary, Chamber
Other duties as assigned

Benefits

Paid time off
Two weeks accrued paid vacation
Two weeks accrued paid sick leave
Four mental health days
Two personal days
Two floating holidays
Ten holidays
100% employer-paid benefits (medical, dental, vision) for employee-only insurance plans
100% employer-paid life insurance and AD&D
100% employer-paid short-term disability and long-term disability
100% employer-paid parking downtown Atlanta or monthly MARTA card
Affordable plans for legal insurance, critical illness, supplemental life, and more
Immediate eligibility to contribute to a 403(b) plan
6% employer-paid contribution to 403(b) after one year of employment
Cell phone stipend
Employee Donor Advised Fund (DAF) after one year of employment
Employee Assistance Program