Center Engaged Philanthropy Associate

The Orange County Community Foundation combines giving strategy, community intelligence, enduring relationships, and heartfelt intention to amplify the power of giving and its profound result: greater good in Orange County, and beyond. We serve as a resource for individual and family philanthropists, facilitate grant and scholarship programs, and lead community‑based initiatives. We inspire giving and connect people and resources to create sustainable impact, granting more than $1 billion since 1989 in Orange County, across the country, and around the world.

OCCF’s team is an innovative, mission‑driven group focused on recognizing promise, convening key players, and applying our unique capabilities to create momentum for good, together. As trusted strategic advisors, we promote stronger connections, encourage generosity, and provide exactly what is needed to fuel growth and guide good. We are tenaciously committed to ensuring that our donors, nonprofit partners, and beneficiaries feel truly understood.

Deeply listening, investing time and energy conducting rigorous research, and fostering close personal relationships is how we cultivate understanding at every step. Our mission is to transform our community’s heartfelt intention into greater impact for good.

The Orange County Community Foundation (OCCF) Center for Engaged Philanthropy (CEP) provides high‑quality stewardship and advisory services to OCCF donors, managing relationships with donor‑advised fund holders to facilitate their grantmaking and deepen their engagement with philanthropy and OCCF. Reporting to the Senior Donor Engagement and Operations Manager, the CEP Associate is primarily responsible for providing administrative support to the CEP team.

Key responsibilities include scheduling, meeting coordination, grant administration, administering custom grant programs, and assisting CEP Philanthropic Advisors (PAs) with their portfolio’s donor stewardship, which includes supporting the development of family giving plans and legacy guidelines.

• Manage the calendar of the Senior Director of the Center for Engaged Philanthropy, including scheduling meetings, prioritizing requests, and coordinating logistics.
• Provide administrative support to Philanthropic Advisors, scheduling donor‑focused appointments, internal and external meetings, coordinating travel, processing expense reimbursements, and mileage reports.
• Coordinate meeting logistics such as venue reservations, invitations, agendas, materials, speaker coordination, catering, and follow‑up on action items.
• Prepare agendas, take meeting notes, and track follow‑up action items.
• Maintain detailed donor, fund, nonprofit, and grant records in OCCF Salesforce database.
• Review Philanthropic Advisors’ calendars weekly, enter donor‑related tasks into Salesforce, update task notes and completion status, and provide weekly summaries of upcoming and outstanding action items.
• Support Salesforce projects and process improvements related to donor stewardship and portfolio management.
• Collaborate across Donor & Community Engagement teams on special projects and programs as requested.
• Work cross‑functionally with Philanthropic Strategy, Marketing & Communications, Finance, IT, and Operations Departments.
• Provide support for front‑desk reception coverage as needed.
• Perform other administrative duties as assigned.

• Enter and manage grants in Salesforce, ensuring accuracy, documentation, and compliance.
• Process weekly charitable distribution recommendations for donor‑initiated grants.
• Exercise due diligence, data entry, document processing, and prepare ACH/check/wire transfers for weekly disbursements.
• Act as primary point of contact for nonprofit grantees regarding grant agreements, reporting requirements, and requested changes to grant objectives.
• Administer custom grant programs for CEP funds and private foundation donor‑advised funds, including creating and modifying RFPs, disseminating RFPs to eligible nonprofits, conducting due diligence, coordinating grant review meetings, preparing grant agreements, correspondence, and award notifications.
• Monitor funded…