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Philanthropic Advisor

Salary Range: $75,000- $80,000


POSITION SUMMARY:

Join the OCCF Team!

If you are passionate about making a difference and driving philanthropic growth, we would love to hear from you! Join the Orange County Community Foundation (OCCF) team as the Philanthropic Advisor to be part of an exciting journey toward achieving our Vision 2030 goals.

Reporting to the Director of the Center for Engaged Philanthropy, the Philanthropic Advisor is responsible for managing relationships with a portfolio of donor-advised fund holders to facilitate their grant-making and foster their engagement in philanthropy while strengthening their connection with
OCCF.

ABOUT ORANGE COUNTY COMMUNITY FOUNDATION (OCCF):

At OCCF, we are more than just a foundation; we are a catalyst for meaningful change. Our mission is Transforming our Community’s Heartfelt Intention into Greater Impact for Good. In partnership with our donors and community, we combine 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.

OUR APPROACH:

We inspire generosity and bring people and resources together to create sustainable impact. Since 1989, we have granted an impressive $1 billion, reaching communities not only in Orange County but also across the nation and around the world.

OUR TEAM:

Our team at OCCF is innovative and mission-driven, dedicated to recognizing potential, convening stakeholders, and leveraging our unique capabilities to drive positive change collaboratively. We build stronger connections, encourage philanthropy, and provide the necessary support to foster growth and guide positive initiatives. Our commitment to understanding the needs of our donors, nonprofit partners, and beneficiaries is unwavering, and we achieve this through active listening, rigorous research, and nurturing personal relationships.

QUICK FACTS:

  • Annual grantmaking of $76 million, ranking among the top 1 percent in granting activity among 780 U.S. community foundations.
  •  Home to over 600 charitable funds benefiting a wide range of causes.
  • Total assets of $554 million, placing us in the top 7 percent in assets among U.S. community foundations.
  • Average annual contributions exceed $100 million.
  • Recipient of a 4-star Charity Navigator rating, reflecting our sound fiscal management, commitment to accountability, and transparency.

ESSENTIAL DUTIES AND 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 and 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
  • 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
  • Lead the planning and implementation for special outreach programs and events. This may include our Family Foundation Alliance program, Next Generation program, Impact Philanthropy, Family Facilitation and Volunteer programs, and any new opportunities for donor engagement
  • Support and communicate with donors who plan to leave a legacy gift to OCCF in partnership with the Philanthropic Strategy team, including assisting the Philanthropic Strategy team with OCCF’s legacy program events and creative engagement opportunities

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.
  • 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 Salesforce database.
  • Assist the Director of Center for Engaged Philanthropy with special projects as requested.
  • Work collaboratively across Donor & Community Engagement teams with special projects and programs as requested.
  • Performs other duties as assigned.

MINIMUM QUALIFICATIONS:

  • Bachelor’s degree or higher in a relevant field of study or equivalent experience
  • 3+ years of donor relations, community outreach, or a related field
  • Excellent communication and interpersonal skills, with a talent for building rapport with diverse groups
  • Strong donor stewardship skills and commitment to quality and results
  • 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
  • Strong research skills and/or understanding of the philanthropic landscape
  • Demonstrated success working with multi-generational families leading and facilitating
    discussions about values, charitable giving, and community impact a plus
  • 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
  • Strong proficiency with MS Office Suite (Word, Excel, PowerPoint, Teams) and experience using Customer Relationship Management systems, preferably Salesforce

COMPENSATION & BENEFITS:

Join our organization with a compelling mission and enjoy a supportive team-oriented work
environment. You’ll receive a competitive salary, ranging from $75,000- $80,000 based on your experience and qualifications. Additionally, we offer a comprehensive benefits package, including:

  • Medical, Dental & Vision: Access to healthcare coverage to keep you and your family healthy.
  • 403(b) Retirement Plan: Benefit from automatic contributions to your retirement savings by the organization.
  • Paid Time Off: Enjoy 2 weeks of vacation and 2 weeks of Paid Sick Leave (PSL) annually.
  • Paid Holidays: Celebrate 10 paid holidays throughout the year.
  • Remote Work: 4 remote days per month (1 day per week)
  • Schedule: 90/80/Flex Day work schedule
  • On-Site Gym: Access to a gym with a complimentary membership as an employee.
  • Café and Coffee Shop: Convenient on-site dining options within the building.

TO APPLY:

For immediate consideration, please apply with your resume and cover letter, formatted in Microsoft Word, via: careers@oc-cf.org to the attention of Edith Guefroudje, Operations Manager.

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 Friday, February 23, 2024.

WORK LOCATION:
19200 Von Karman Ave., Suite 700
Irvine, CA 92612

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.