Advisor – Donor Services
The Omaha Community Foundation (OCF) is on a mission to invest in the community, and we understand that it begins with our dedicated team. Our staff is the driving force behind our commitment to serving the community and each other. Join us as a Donor Services Advisor and become integral to our Donor Services Team.
As a Donor Services Advisor, you will play a crucial role in providing exceptional service to our fundholders and professional advisor partners. Your goal is to enable them to achieve their philanthropic goals effectively, efficiently, and with a lasting impact. Key attributes for success in this role include excellent interpersonal skills, respect for your work, clients, and partners, and a demonstrated ability to work harmoniously as part of a team.
Essential Duties and Responsibilities
- Manage a portfolio of fundholders and serve as a charitable advisor, providing tailored services, including grantmaking, charitable planning, and legacy giving.
- Planned and coordinated fundholder meetings, creating stewardship plans to support short- and long-term charitable goals.
- 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.
- Engage in education and outreach activities and participate in the development and coordination of events.
- Actively represent OCF at local events, conferences, and seminars.
Minimum Qualifications
- Experience in client relationship management as the primary focus.
- Ability to deliver high-quality, customized service to clients and partners while staying current on philanthropic best practices and trends.
Preferred Qualifications
- Detail-oriented and accurate, with excellent oral and written communication skills, and the ability to leverage technology and integrate data in meaningful ways.
- Excellent relationship-building skills and networking experience in the local community.
- Experience leading operations, project management, managing relationships, customer service, and meeting deadlines.
- Experience managing a portfolio, developing, engaging, and communicating with dynamic networks of diverse individuals to deepen relationships.
- Comfort and experience with public speaking and facilitation.
- Ability to conduct detailed research and distill meaningful summaries. Strong knowledge of Microsoft Office products – especially Word, Excel, Outlook, and PowerPoint; CRM database experience strongly preferred.
Work Location
The primary work location is at 1120 S. 101st Street in Omaha, Nebraska. This role is expected to work in the office, with the flexibility for occasional work from home.
Who is Omaha Community Foundation
We are maximizing the power of philanthropy to strengthen our community. Our vision is a connected community of passionate philanthropists, strong nonprofits, and thriving residents. We work to make this vision a reality daily through planning, building strategic partnerships, facilitating meaningful dialogue with all our partners and fundholders, and ensuring we have a lot of fun along the way. We’re committed to these efforts because we believe a stronger community is worth it for everyone.
https://omahafoundation.org/people/careers/
Omaha Community Foundation is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state or local laws.
