Director, Donor Services

Position: 
Director, Donor Services
Organization Name: 
Greater Washington Community Foundation
Job Description: 

ORGANIZATION OVERVIEW

Since 1973, the Greater Washington Community Foundation has been a champion of thriving communities and a catalyst for change through local philanthropic engagement, effective community investment, and civic leadership. We work with donors and partners to enhance the quality of life in the District of Columbia, Montgomery County, Northern Virginia, and Prince George's County. Through our grantmaking and community impact initiatives, The Community Foundation works to Build Thriving Communities by accelerating effective solutions to Address Poverty, Deepen Culture and Human Connection, and Prepare for the Future of Work. As the region's largest local funder, The Community Foundation has invested more than $1.2 billion to build more equitable, just, and enriching communities where all residents can live, work and thrive.

PURPOSE OF JOB

The Community Foundation is a sponsoring organization for donor-advised funds and provides donors with the opportunity to achieve their philanthropic objectives through a variety of other fund types. Reporting to the Vice President of Development and Senior Philanthropic Advisor (Vice President), the Director of Donor Services (the Director) is responsible for developing, managing, and delivering a tiered system of services to engage, inspire, and strengthen the relationship between The Community Foundation and its donors. The Director develops and oversees systems, processes, and training related to the donor experience (on-boarding, engagement, and stewardship), working closely with all departments to ensure consistency across the organization in the provision of high-quality donor services. The Director supervises the database manager, ensuring consistent data management policies and practices. The Director serves as the primary relationship manager for approximately 400 funds and supervises a donor services officer specializing in scholarship and high-activity funds.

MAJOR RESPONSIBILITIES

Donor Services Leadership

  • Works with Vice President to develop systems for providing top-quality customer service, creating new approaches when needed and ensuring a consistent donor experience across the organization.
  • Creates and oversees application of donor on-boarding process and stewardship funnel, and sets and trains staff on customer service standards to be used organization-wide to guide staff interactions with donors and prospects.
  • Develops benchmarks and processes to measure success in delivering donor services and uses knowledge gathered to continually enhance The Community Foundation’s donor-relations program, training and updating staff as needed.
  • Oversees the workflow of all funds including new fund opening and set-up in database, new fundholder orientation process, and inactive and low-balance fund monitoring and closing.
  • Supervises donor services team of Database and Analytics Manager, Donor Services Officer, and Donor Services Associate
  • Coordinates with Finance Department on the implementation of systems governing gift processing and acknowledgment and monitors these systems for timeliness and accuracy.
  • Meets regularly with 50th Anniversary Campaign staff ensuring effective integration of donor services with prospect moves management. Creates, implements, and maintains a program for capturing donor interests in order to customize donor outreach and provide more appropriate service and engagement.
  • Serves as a member of the senior DPE team.
  • Liaison to Community Investment team, coordinating research on nonprofit organizations in fundholders’ particular areas of interest, and when appropriate connecting donors to the appropriate resources within The Community Foundation to address their needs.
  • Ensures legal and financial compliance and conducts annual administrative audit of funds.
  • Manages special projects, as needed.

Separately Managed Account (SMA) Administration

  • Completes the paperwork for opening and closure of SMA accounts.
  • Manages on-going SMA administration.
  • Monitors fund balances for the minimum balance threshold compliance and communicates with fund advisors and/or financial advisors as needed.

Donor Relations

  • Relationship Management - Manages a portfolio of approximately 400 funds.
  • Provides guidance and support to team members serving their portfolio of fundholders, ensuring consistent 24-48 hour response times and customer service.
  • Serves as lead interface with all other departments for prompt problem solving of fundholder-related issues when they arise.
  • Encourages fundholders to name successor advisors and/or to document a legacy intention. When appropriate, develops relationships with successor advisors to ensure smooth fund advisor transitions.
  • Some work required beyond traditional work hours for meetings and events.

DESIRED SKILLS AND EXPERIENCE

  • Deep interest in the work of the Greater Washington Community Foundation, with a demonstrated commitment to the DMV, its people, and their concerns.
  • Minimum of seven (7) years of experience in the nonprofit fundraising or related field is required; experience could include a combination of charitable giving, planned giving, customer service, grantmaking, project management, and/or sales development.
  • Minimum of a Bachelor’s degree is preferred.
  • Strong interpersonal, organizational, time-management, networking and development skills with diverse constituent groups, with a demonstrated attitude toward inclusiveness.
  • Superior verbal and written communication skills, computer literacy (including most primary office software packages), and competency in public speaking.
  • Experience with development and/or alumni database, preferably FIMS and/or Blackbaud’s Raiser’s Edge.
  • Demonstrated ability to organize and coordinate several activities at one time.
  • Excellent conceptual and analytical skills; ability to research and analyze information.
  • An ongoing commitment to training in both areas of soft skills and technical skills to maintain and improve current skills and knowledge.
  • Available to works nights and weekends as necessary.
  • Commitment to The Community Foundation’s values, including Work Smart With Heart

Salary and Benefits:

Salary commensurate with experience and qualifications. Excellent benefits package, including company-paid health, vision, dental, and life insurance for employee; Flexible spending accounts; Retirement plan with employer match; Eleven paid holidays; Flexible work schedule.

How to Apply:

Please submit a resume and a cover letter, including your salary requirements and forward to HR@thecommunityfoundation.org.

 

The Greater Washington Community Foundation is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sex, national origin, disability, or protected veteran status.