Advisor - Donor Services

Omaha Community Foundation; Omaha (NE); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Omaha Community Foundation (OCF) is seeking a Donor Services Advisor to cultivate and deepen relationships with fundholders while delivering tailored philanthropic guidance and services. You will manage accounts, develop stewardship plans, and coordinate educational sessions that align with donor intent and tax planning considerations.

Ideal candidates bring 3+ years in client relationships, strong communication skills, and proficiency with CRM systems and MS Office.

Qualifications

• Bachelor's degree in public administration, business management, finance, or a related field.
• Minimum of 3 years of experience in a client relationship management role.
• Background in financial planning, charitable planning, trusts and estates, customer service, marketing, sales and/or business development.
• Ability to deliver high-quality, customized service to clients and partners, while staying current on philanthropic best practices and trends.
• Experience managing a portfolio, developing, engaging, and communicating with diverse networks of individuals to deepen relationships.
• Strong knowledge of Microsoft Office products – Word, Excel, Outlook, and PowerPoint; CRM database experience.
• Willingness and ability to work as a team member with colleagues and external partners.
• Must possess a valid driver’s license, reliable transportation and current insurance.

Responsibilities

• Provide account management support to a portfolio of fundholders and serve as a charitable advisor, providing tailored services, including grantmaking, charitable planning, and legacy giving.
• Plan and coordinate fundholder meetings, creating stewardship plans to support short and long-term charitable goals.
• Plan and execute educational sessions for current Foundation fundholders on aspects of charitable giving that impact tax and estate planning.
• Become well-versed in OCF's products and services, including charitable giving tools, funds, and resources for fundholders and professional advisor partners.
• Assist the program director with implementing programs to cultivate relationships with professional advisors, and other prospect groups, to grow gifts and new funds for the Foundation.
• Strengthen the relationship between OCF and the Omaha professional community. Actively represent OCF at local events, conferences, and seminars.
• May be required to complete other duties within scope as assigned.

Skills

Client relationships

Portfolio management

Communication

Research & distillation

Microsoft Office

CRM experience

Team player

Driver's license

Education

Bachelor's degree (public administration, business management, finance, or related)

Tools

CRM software

MS Office

Job description

Omaha Community Foundation (OCF) believes in investing in the community, but we realize that starts with our staff. You see it in our people, our relationships with each other, and our partnerships within the community. Our passion and commitment to serving the community and each other is key to our organizational culture, engagement, and, ultimately, the Foundation’s success.

Advisors on the Donor Services team are responsible for cultivatingand enhancing relationships withprospectiveand current fundholders, providing an unmatched level of personal engagement and customer service, and helping the Omaha Community Foundation grow.Advisors assistfundholdersin achieving their philanthropic goals effectively, efficiently, and with a lasting impact. Key attributes for success in this role include excellent interpersonal skills, respect for work, clients, partners, and a demonstrated ability to work harmoniously as part of a team.

Qualifications

Required

• Bachelor's degree in public administration, business management, finance, or a related field*
• Minimum of 3 years of experience in a client relationship management role
• A background in financial planning, charitable planning, trusts and estates, customer service, marketing,salesand/or business development
• Ability to deliver high-quality, customized service to clients and partners, while staying current on philanthropic best practices and trends
• Experience managing a portfolio, developing, engaging, and communicating with dynamic networks of diverse individuals to deepen relationships
• Ability to conduct detailed research and distill meaningful summaries. Strong knowledge of Microsoft Office products – Word, Excel, Outlook, and PowerPoint; CRM database experience
• Willingness and ability to work as a team member with colleagues and external partners
• Must possess a valid driver’s license, reliable transportation and current insurance

Preferred

• Detail-oriented andaccurate, with excellent oral and written communication skills, and the ability toleveragetechnology and integrate data in meaningful ways
• Additionaldegree or credentialsuch as a Masters, JD, Certified Financial Planner (CFP), or Chartered Advisor in Philanthropy (CAP®)
• Comfort and experience with public speaking and facilitation

*A combination of relevant education and previous experience may be considered in lieu of the defined educational requirements.

Essential Functions

• Provide account management support to a portfolio of fundholders and serve as a charitable advisor, providing tailored services, including grantmaking, charitable planning, and legacy giving. Plan and coordinate fundholder meetings, creating stewardship plans to support short and long-term charitable goals.
• Plan and execute educational sessions for current Foundation fundholders on aspects of charitable giving that impact tax and estate planning. Offer expert guidance and recommendations to help fundholders support organizations in our community and beyond, while honoring their donor intent.
• Become well-versed in OCF's products and services, including charitable giving tools, funds, and resources for fundholders and professional advisor partners.
• Assist the program director with implementing programs to cultivate relationships with professional advisors, and other prospect groups, to grow gifts and new funds for the Foundation. Assist in establishing and creating funds at the Foundation through lifetime and planned gifts.
• Facilitate new account acquisitions, fundholder relationships and account retention, specifically in relation to our corporate fundholders.
• Strengthen the relationship between OCF and the Omaha professional community. Actively represent OCF at local events, conferences, and seminars.
• May be required to complete other duties within scope as assigned.

This job posting is not intended to be an exhaustive list of responsibilities and may be adjusted as organizational needs evolve.

Environment

The primary work locationis1120 S. 101stStreetin Omaha, Nebraska. This role is expected to work in the office, with the occasional flexibility to work from home. This role travels locally for meetings, events, and community engagement.

Who is the Omaha Community Foundation?

We are maximizing the power of philanthropy to strengthen our community.Our vision is a connected community of passionate philanthropists, strong nonprofits, and thriving residents. We work to make this vision a reality daily through planning, building strategic partnerships, facilitating meaningful dialogue with all our partners and fundholders, and ensuring we have a lot of fun along the way. We’re committed to these efforts because we believe a stronger community is worth it for everyone.

OCF is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status. Reasonable accommodations are available for individuals with disabilities and for pregnancy‑related needs during the application and interview process. Employment is at‑will and may be terminated by either party at any time, with or without cause or notice.Offers of employment are contingent upon successful completion of a background check.