Donor Stewardship Advisor

Working with the Donor Stewardship team to effectively steward donor relationships in the interests of facilitating and strengthening donor support for the Foundation and the community.

Since 1955, Calgary Foundation (“Foundation”) has been nurturing a healthy, vibrant, giving and caring community. As a community foundation made up of 53 staff members and 100+ committee volunteer, we facilitate collaborative philanthropy by making powerful connections between donors and community organizations for the long-term benefit of Calgary and area.

The Foundation is committed to equity for all people who face barriers due to any of the factors protected by human rights legislation. The Foundation is committed to Reconciliation in accordance with the recommendations of the 2015 National Truth and Reconciliation Report. Through learning, awareness raising, and skill building, we are committed to maintaining a culture where everyone can flourish. Our equity journey is intentional.

Meaningful participation from all team members collaboratively and individually is expected.

• Accountability – We are answerable to the community and our stakeholders for our practices and results.
• Compassion – We care about people and consider individual and community wellbeing.
• Excellence – We aspire to exceptional performance and are committed to best practices.
• Inclusiveness – We embrace diverse knowledge, backgrounds and perspectives and encourage collaborative communities.
• Integrity – We are trustworthy, honest, reliable and ethical.

Reporting to the Vice President, Donor Engagement, you will advance the Vision and Mission of Calgary Foundation by:

Working with the Donor Stewardship team to effectively steward donor relationships in the interests of facilitating and strengthening donor support for the Foundation and the community.

Working closely with the Donor Stewardship team, this position supports donor relationships after the establishment of Donor Advised and Designated Funds (with the exception of Student Award Funds). This role helps to create and implement stewardship strategies that align the Foundation’s priorities and the philanthropic interests of donors. Significant emphasis is on providing knowledgeable guidance and support around community needs, grantmaking, and Fund activity to existing donors, and often their multi-generational Fund successors.
Other key responsibilities include: working with team members to ensure timely and efficient grant processing, distribution and reporting of donor grants; helping to mitigate the Foundation’s risk in donor advised grantmaking by striving to ensure adherence to Canada Revenue Agency requirements; and playing a strong ambassadorship role with donors, charities and the community at events and gatherings.

• Steward and inform the Fund activity, community interests and grantmaking of donors with primarily straightforward Fund structures and granting interests, while working with other Donor Stewardship team members to address more complex donor needs.
• Support assigned donor relationships.
• Identify opportunities for alignment and leveraging between donor interests, charitable needs, and TCF community priorities and initiatives.
• Support the organization’s donor engagement strategy by working directly with the Donor Relations Team.
• Inform multi-generational family philanthropy discussions.
• Act as connector and liaison between donors and charities/qualified donees.
• Work with team members to ensure the timely and efficient processing and distribution of donor grants.
• Help to implement risk mitigation processes for donor advised granting.
• Report on Donor Advised/Designated granting activity through the Foundation’s various reports and other communications material.
• Write and produce tools and communications for donors and their families to inform and assist them with their grantmaking.

Education,

Skills and Experience:

• Communications, public relations, non-profit management, or business degree from an accredited post-secondary institution required.
• Minimum three years’ experience…