Donor Relations Advisor for Fundholders

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) 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.