Manager of Donor Services

The Dallas Foundation

The Dallas Foundation is a community foundation that brings together people, ideas, and investments in Greater Dallas so individuals and families can reach their full potential. Working closely with our donor partners, we share our expertise, leadership, and the opportunities to co-invest in solutions that match their interests and make a meaningful difference. We also support programs that benefit children ages birth to 3 as well as those that advance equity and inclusion, ensure community and economic resilience, and enhance our community's nonprofit ecosystem, prioritizing partnerships that reduce intergenerational poverty and meet today’s pressing needs while positioning Greater Dallas for a brighter, more equitable tomorrow.

The Manager of Donor Services will provide direct support to the Senior Director of Strategic Partnerships and Donor Engagement to provide exemplary customer service and support to fund holders and prospective fund holders that is customized to their needs. This includes the areas of grantmaking support, gift recognition, database management, donor stewardship and connecting fund holders to the causes they care about. This integral member of the Philanthropic Partnerships team will need to successfully balance and understand the relationship between organizational priorities and donors' needs and requests.

An ideal candidate would be a self-starter with high emotional intelligence, strong customer service skills, diplomacy, and a commitment to TDF's mission and values. A passion and understanding of the full cycle of donor relations is critical to this role.

The position will support key fundholder relationships, with the following specific responsibilities:

• Proactively manage and steward a portfolio of donors
• Assist the Senior Director of Strategic Partnerships and Donor Engagement with the implementation of donor-focused strategies to deepen relationships and increase resources with current and potential donors
• Respond to donor inquiries with high touch, exceptional service, and timely response
• Donor portal management including but not limited to assisting with donor login, training, grant history, fund balances, statements, and grant recommendations
• Multi-task and prioritize multiple assignments and meet deadlines without compromising quality in a busy, high-volume work environment
• In coordination with the Community Impact team, provide donor research, information, and funding opportunities in donors' interest areas
• Provide feedback and stewardship reports to donors on the impact of their grants
• Schedule donor orientation meetings and site visits
• Promote and assist with the planning and facilitation of family meetings
• Identify planned giving prospects and engage the Senior Director of Gift Planning and Family Philanthropy as needed
• Notify donors of receipt of contributions to their funds
• Provide CSuite database support including donor documentation, report production, and action tracking to ensure all donor information is recorded and up to date
• Promote and secure resources for TDF's strategic funding priorities
• Review and approve grant requests from fund holders in a timely manner
• Create financial reports for advisor client review meetings
• Assist with administrative scheduling as needed

• North Texas Giving Day - work in coordination with other TDF departments in support of NTGD, including serving as a knowledgeable contact for TDF's fund holders, working closely with the Manager of Grants and Insights to process grants in a timely fashion
• Represent TDF as requested at events and meetings, including some after-hours and weekends
• Other duties as assigned

None

• Aligned with The Dallas Foundation's Organizational Values
• Proven track record of building long-term relationships and providing stellar customer service support
• Working knowledge of the Dallas philanthropic landscape
• Ability to work with high net worth individuals and families
• Ability to adhere to the highest ethical standards; demonstrate empathetic disposition and perseverance; reflect optimistic and positive attitude and convey sensitivity to the needs of donors
• Ability to provide accurate and timely responses to Foundation stakeholders and employees
• Demonstrated ability to manage multiple projects and deadlines simultaneously, delivering on-time, high-quality content
• Excellent planning and organizational skills
• Discretion and good judgment with confidential information
• Self-starter with a heightened sense of initiative
• Superior attention to detail
• Flexibility and a high sense of diplomacy
• Strong interpersonal skills, and ability to establish and maintain effective relationships with both internal and external audiences
• Working knowledge of Microsoft Office suite (Excel, Outlook, PowerPoint, and Word)
• Experience with Foundant or similar customer relationship management (CRM) software
• Excellent verbal and written communication skills
• Work…