Philanthropic Advisor

Philanthropic Advisor

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.