POSITION SUMMARY:

The Orange County Community Foundation (OCCF) is seeking a team player who possesses strong donor stewardship skills, commitment to quality and results oriented for our Philanthropic Advisor position on our Donor & Community Engagement (DCE) team! This position reports to OCCF’s Director of Center for Engaged Philanthropy. The role of Philanthropic Advisor is to primarily manage relationships with a portfolio of donor-advised fund holders to facilitate their grant-making and foster their engagement in philanthropy and with OCCF.

RESPONSIBILITIES:

Donor Engagement and Stewardship

• Support the Foundation’s most engaged donors, assisting them in implementing their annual and long-term giving plans by providing customized support to meet their unique needs and interests.
• Create family giving plans and conduct multi-generational family engagement activities.
• Manage a portfolio of OCCF donors, providing high-quality service to donors by building personal relationships to assess what they need and develop strategies to meet their needs.
• Identify donors’ philanthropic goals and needs, facilitate responses to donor inquiries and concerns, and strengthen current donor relationships.
• Review and approve donor advised grant requests, including any needed due diligence or follow-up.
• Respond and process routine inquiries by donor advisors requesting additional information or needing assistance on facilitating grants.
• Conduct donor-related special research projects.
• Provide grant program support for local, national, and international causes, as well as design custom grant programs for donors.
• Administer grant programs for donors, including defining program goals and objectives, creating a request for proposals, soliciting eligible nonprofit applicants, reviewing proposals, facilitating grant review committees, notifying awardees, negotiating grant agreements, and coordinating distribution of grants to nonprofits.
• Oversight of grant programs and reporting process, including tracking nonprofit progress and summarizing outcomes and impact for donors and OCCF.
• Educate donors on opportunities to become better engaged with OCCF’s Community Impact work, including contributing to pooled granting funds.

Community Engagement

• Maintain a broad understanding of the Orange County community and use this knowledge to build and maintain relationships with donors and potential donors.
• Conduct research on issues or concerns of importance to OCCF through reviewing written materials, attending community meetings, and interviewing community stakeholders, and present those findings in written and/or oral formats.
• Assist with the Family Foundation Alliance, Impact Philanthropy, and other donor groups.
• Support the implementation of educational programs to increase donor awareness of important and emerging needs in the community, including donor education events, site visits and donor convenings.
• Conduct site visits to nonprofit organizations in Orange County to stay connected with the needs in the community and be able to communicate those needs to donors.
• Represent the Foundation at community events and activities, including making presentations on OCCF’s behalf.

Administrative

• Work cross-functionally with Philanthropic Strategy, Marketing and Communications, Finance and Administration Departments.
• Maintain detailed donor, fund, nonprofit, and grant records in OCCF databases (using Raiser’s Edge, GrantedGE, and Salesforce).
• Assist the Director of Center for Engaged Philanthropy with special projects as requested.
• Performs other duties as assigned.

MINIMUM QUALIFICATIONS:

Education

• Bachelor’s degree in related field required.

Experience

• Three to five years of experience in donor relations, community outreach, or a related field.
• Effective and persuasive verbal and written communication style.
• Ability to develop and maintain positive interpersonal relationships.
• Superior organization and time management skills.
• Strong donor stewardship skills and commitment to quality and results.
• Ability to work successfully with diverse individuals with a variety of work and communication styles, both internally and externally.
• Strong presentation skills, with demonstrated ability to facilitate discussion across multiple audiences.
• Strong customer service skills with the ability to handle sensitive and confidential information appropriately.
• Responsiveness and ability to prioritize and work accurately to meet multiple deadlines in a fast-paced environment and adjust to changing and/or tight deadlines.
• Team player who is also a self-starter needing minimum supervision.
• Business technology skills, including the ability to operate business machines and adeptness with a number of computer software applications, including MS Office products. Experience with constituent database systems a plus.
• Demonstrated success working with multi-generational families leading and facilitating discussions about values, charitable giving, and community impact a plus.
• Ability to think strategically.
• Creative problem-solving skills.

COMPENSATION & BENEFITS:

environment, a competitive salary (commensurate with experience) as well as incredible benefits including Medical, Dental & Vision, 403(b) retirement plan with automatic contribution by the organization, 2 weeks of vacation, 2 weeks of PSL, 10 annual paid holidays and the opportunity for a 9/80 (Flex Day) work schedule.

TO APPLY:

For immediate consideration, please apply with your resume and cover letter, formatted in Microsoft Word, via: [email protected] to the attention of Sharon Johnson, Director of People and Culture.

Review of applications, nominations, and expressions of interest will begin immediately and continue on a confidential basis until an appointment is made.

WORK LOCATION: (Position not available for remote work)

4041 MacArthur Blvd, Suite #510
Newport Beach, CA 92660

POSITION SUMMARY:

The Orange County Community Foundation (OCCF) is seeking a team player who is a highly motivated, detailed oriented, team player for our Director of Information and Technology.

Reporting to the Executive Vice President & COO, the IT Director’s responsibilities include managing employees within the IT department, being a liaison with other departments to ascertain their technological requirements, and developing and implementing solutions that meet these requirements and are aligned with our organization’s objectives. This position requires a strategic leader who can also roll up their sleeves to be hands on technically as well.

ABOUT ORANGE COUNTY COMMUNITY FOUNDATION:

The Orange County Community Foundation partners with generous individuals, families, nonprofits and businesses to fulfill their philanthropic objectives while supporting the causes they care about most. The Foundation has awarded more than $870 million in grants and scholarships in Orange County, across the country and around the world since its inception in 1989.

OCCF’s team is an innovative, highly mission-driven group focused on driving impact and facilitating the connection of Orange County residents to philanthropy. OCCF’s work ranges from helping veterans return to civilian life to providing at-risk teens with opportunities to overcome the challenges of poverty.

OCCF’s mission is to inspire a passion for lifelong philanthropy, faithfully steward the intentions of our donors, and catalyze sustainable community impact.

OCCF at a Glance

Annual grantmaking of $100 million, ranking in the top 2 percent in grant activity among 780 U.S. community foundations.

Home to more than 610 charitable funds benefiting a wide range of causes.

Total assets of $570 million, ranking in the top 7 percent in assets among U.S. community foundations.

Average annual contributions exceeding $100 million.

Recipient of a 4-star Charity Navigator rating for sound fiscal management and commitment to accountability and transparency.

RESPONSIBILITIES:

• Developing, implementing, and evaluating IT projects in line with organizational objectives, including two major enterprise projects underway – the implementation of Salesforce.com (CRM) and Sage Intacct (Accounting). This also includes a number of related projects.
• Overseeing all IT operations including staff and infrastructure. Ensuring the maintenance of current and future technology systems and project initiatives. Benchmarking costs and productivity levels.
• Database management expertise and experience is critical and required.
• Consult senior-level stakeholders across the entire organization to identify business and technology needs and to optimize the use of information technology. Proposing strategic solutions and recommending new systems and software. Identifying vulnerabilities, the need for upgrades, and opportunities for improvement.
• Lead overall effort supporting digital transformation (cloud services, business intelligence, mobile, AI, etc.). Own and lead all internal IT capability building including business and IT requirements definition, platform/systems selection and overall implementation efforts.
• Developing and implementing risk management protocols to ensure security of organizational data and network assets. As required, responding to information security incidents.
• Ensuring reported IT issues are resolved and addressed in a timely manner and with high quality. Includes developing strong cross-organizational relationships with staff and external stakeholders deliver service.
• Colloborating with other departments to understand, define and address their IT needs and requirements.
• Applying knowledge and management of daily user support, telecommunications, IoT, networks and databases into daily tasks.
• Building and maintaining relationships with external advisors and technology vendor partners. Acting as IT leader for IT/systems related vendor management.

• Manage and Support remote work, by ensuring delivery and operation of IT services.

• Preparing departmental financial budgets and annual performance reports for IT Staff.

MINIMUM QUALIFICATIONS:

Education

• Bachelor’s degree in information technology or related field.

Experience

• Experience in an IT management or Senior IT leadership position.
• The ability and willingness to be hands-on technically, respond to technical issues directly if needed.
• Experience leading large-scale system and CRM implementations is preferred, including Salesforce.com and/or Sage Intacct.
• High level of expertise and or experience in the following areas: Database management, Cybersecurity and Reporting. 

COMPENSATION & BENEFITS:

The ability to work for an organization with a phenomenal mission, positive team-oriented work environment, a competitive salary (commensurate with experience) well as incredible benefits including Medical, Dental & Vision, 403(b) retirement plan with automatic contribution by the organization, paid vacation, sick leave,  holidays) and the opportunity for a 9/80 work schedule.

TO APPLY:

For immediate consideration, please apply with your resume and cover letter, formatted in Microsoft Word, via: [email protected] to the attention of Sharon Johnson, Director of People and Culture.

Review of applications, nominations, and expressions of interest will begin immediately and continue on a confidential basis until an appointment is made. The deadline to apply is  May 31st, 2022.

WORK LOCATION: (Position not available for remote work)

4041 MacArthur Blvd, Suite #510

Newport Beach, CA 92660

Orange County Community Foundation is an Equal Opportunity Employer and encourages diversity and equity in all facets of the organization’s work. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other protected class.