Philanthropic Advisor

Description

Orange County Community Foundation

The Orange County Community Foundation (OCCF) transforms our community’s heartfelt intention into greater impact for good by working with local donors and nonprofit partners as an expert advisor and innovator. We serve as a resource for individual and family philanthropists, facilitate grant and scholarship programs, and lead community-based initiatives. OCCF's Vision 2030, a five-year strategic plan, is designed to amplify giving and support donors’ philanthropic goals as well as address critical needs in Orange County.

Since 1989, OCCF has granted more than $1.25 billion in Orange County, across the country, and around the world. Our success is driven by relationships of trust, respect, and partnership with both our donors and community partners, as well as among our dedicated board and staff. We are motivated by passion and committed to operational excellence in the fulfillment of our mission, ensuring that every action we take benefits those we serve.

At OCCF, we live by our core values:

• Community
  :
  We nourish our community, creating a welcoming and supportive environment for all. It feels good to be here.
• Understanding
  :
  We prioritize understanding through healthy, open communication, fostering an atmosphere of mutual respect and collaboration.
• Potential
  :
  We paint what's possible by providing exemplary service, always striving to envision and achieve the highest potential.
• Courage
  :
  We problem-solve with courage, approaching challenges with a unified and determined mindset.

By joining our team, you will be part of an organization that not only values your skills and contributions but also supports your personal and professional growth. We invite you to be part of a mission-driven community that makes a meaningful impact every day.

Overview of Position

Reporting to the Senior Director, Center for Engaged Philanthropy , the Philanthropic Advisor provides high-quality stewardship and advisory services to OCCF donors, managing relationships with a portfolio of donor-advised fund holders to facilitate their grantmaking and deepen their engagement with philanthropy and OCCF. This includes providing responsive grantmaking support and enriching learning opportunities and responding to special requests that help donors achieve their philanthropic goals.

Services also include creating family giving plans, multi-generational family engagement activities, coordinating nonprofit site visits and donor meetings, and administration of custom grant programs.

Main Duties and Responsibilities

Donor Engagement and Stewardship

• Manage a portfolio of donor-advised funds delivering high-quality, proactive, and personalized advising services while fostering trusted relationships with donor advisors.
• Develop donor engagement and stewardship plans to support donors when accomplishing their short-term objectives and long-term goals.
• Develop legacy guidelines for donor-advised funds.
• Identify donors’ philanthropic goals and priorities, provide timely and thoughtful responses to inquiries, and cultivate strong relationships through proactive engagement and support.
• Facilitate donor meetings and multi-generational family engagement activities.
• Track donor engagement activities in the Salesforce database.
• Facilitate responses to donor inquiries, concerns, and strengthen current donor relationships.
• Review donor-advised grant requests and enter them into Salesforce, approve once processed, while ensuring proper due diligence and necessary follow-up.
• Conduct nonprofit research to support strategic philanthropic planning and granting inquiries.
• Provide guidance and support on administration and design of grant programs for Signature Funds, including defining program goals and objectives,…