Philanthropic Associate (Engagement)

Paycom; Atlanta (GA); Hybrid; USD 60,000 - 66,000; Full time

Benefits offered by this job

Health benefits

Parking downtown Atlanta or MARTA card

403(b) plan

Job summary

Community Foundation for Greater Atlanta seeks a Philanthropic Associate (Engagement) to prospect and steward donors, secure new gifts, and support strategy with the philanthropy team. The role blends donor services, research, and event collaboration to grow donor impact in the Atlanta region.

The successful candidate will work in a hybrid environment, engage with high-net-worth donors, and advance equity through targeted philanthropy programs and services.

Qualifications

• 2-5 years' experience in fundraising, donor service and stewardship
• Self-starter, results-oriented and committed to quality service
• Demonstrated success in connecting with high-net-worth individuals for philanthropic engagement
• Ability to organize and prioritize work and manage competing priorities
• Ability to analyze data, develop observations, and communicate with team members to use data in decision-making
• Excellent interpersonal, oral and written communication skills
• Commitment to equity of opportunity and diversity, equity and inclusion
• Proficiency in Microsoft Office and philanthropy records systems like Raiser's Edge or FIMS

Responsibilities

• Solicit and secure new gifts from new and existing donors to grow the Foundation’s assets.
• Manage and build portfolio of prospective and current donors and coordinate outreach, meetings, and events.
• Support the Director of Donor Engagement in strategy and cultivation plans for new gifts.
• Engage donors in giving circles and coordinated fundraising activities.
• Document donor interactions and track gift history and stewardship initiatives.
• Assist with open/close fund processes and cross-department coordination for donor services.

Skills

Fundraising

Donor engagement

Relationship building

Data analysis

Communication skills

Tools

Raiser’s Edge

FIMS

MS Office

Job description

Philanthropic Associate (Engagement)

Job Details: Job Location: 191 PEACHTREE STREET NE SUITE 1000 - ATLANTA, GA 30303, Position Type: Full Time, Community Foundation for Greater Atlanta

Position: Full-time Exempt

Department: Philanthropy

Reports to: Director, Donor Engagement

About the Organization

The Community Foundation for Greater Atlanta is one of the nation's largest community foundations, with over $1.7 billion in assets and more than seven decades of philanthropic leadership. Through grants, donor services, and civic partnerships, CFGA advances equity and opportunity across 23 counties in the Greater Atlanta region. The Philanthropy team provides quality services to donors and engages donors to address the most pressing needs facing our community.

Reporting to the Director of Donor Engagement

The Philanthropic Associate’s primary responsibility is to prospect and cultivate new donors and gifts contributing to the achievement of the Foundation’s goals and objectives. Additional responsibilities of the philanthropy associate include providing services to donors to solicit and secure new gifts from existing and new donors. The Philanthropy Associate collaborates with the Philanthropy team and other departments in an administrative and supportive capacity to ensure that all aspects of current and prospective donors’ philanthropic needs are being properly met.

Key Responsibilities

• Solicit and secure new gifts from new and existing donors to grow the Foundation’s invested assets, including prospecting, cold calls, developing a donor pipeline, making and closing the ask, generating leads, etc. This position is focused on new donor and fund acquisition.
• Manage and build portfolio of prospective and current unassigned donors; activities include research, developing communications, scheduling meetings, invitations to events, distributing Foundation knowledge, solicitation strategies, prospect management records, etc.
• Develop proficiency in donor services and develop core competencies
• Support the Director of Donor Engagement in the development of strategy, cultivation plans and activities for securing new gifts and engaging a diverse portfolio of new donors to include special projects
• Engage and support donors participating in SOG giving circle.
• Measure and monitor acquisition effectiveness and donor engagement; analyze and apply the results to tailor donor cultivation and services to ensure stewardship plans and activities align with Community Foundation strategy and goals
• Produce and update contact reports, solicitation tracking, gift history, cultivation/stewardship activities and research
• Perform administration of open/close fund process; submission, tracking and review process. Serve as the Shared Services liaison to ensure process flow execution.
• Support the introduction of relevant new services and make connections to existing services for prospective donors to solidify their philanthropic relationship with the Foundation
• Serve as in-office point of contact to answer current and prospective donor questions
• Partner with other team members on donor events and communication calendar to ensure high donor engagement and achievement of overall deliverables
• Assist Sr. Planned Giving Associate with legacy society stewardship and tracking as needed
• Assist philanthropic officers and directors in meetings as needed with new/current donors and professional advisors
• Maintain a portfolio of prospects as part of the master prospect list and actively update moves management actions from qualification to cultivation, gift closing and stewardship with timely quality contacts to secure new funds and contributions
• Actively contribute to developing and maintaining a high-performing and cohesive team, including seeking out real-time feedback and owning individual goals and growth
• Actively support partnerships with the Community and Marketing/Communications departments to design and implement processes and opportunities for co-investment
• Operate with a continuous improvement mindset, identifying areas for increasing donor engagement, process/product standardization/streamlining and working with key individuals from all departments to ensure integration of all functions as necessary
• Stay current and integrate industry best practices into day-to-day operations, including new product ideas to diversify the Foundation’s portfolio of donor offerings.
• Attend community meetings such as Kiwanis, Rotary, Chamber
• Other duties as assigned

Qualifications

• 2-5 years' experience with fundraising, donor service and stewardship
• Self-starter, results-oriented and committed to quality service
• Demonstrated success in connecting, collaborating, and engaging with high-net-worth individuals for purposes of philanthropic engagement
• Ability to organize and prioritize work and manage competing priorities
• Ability to analyze data, develop observations and recommendations, and communicate with team members to use data in decision-making processes
• Excellent interpersonal, oral and written communication skills
• Dedication to problem-solving, efficiency, and process improvement
• A clear commitment to equity of opportunity, supported by a record of impact in areas relevant to the Foundation’s evolving strategy, as well as a genuine respect for diversity, equity and inclusion
• Skilled in Microsoft Office Suite including Excel, Outlook, PowerPoint, and Word with proficiency in philanthropy records systems database technology such as Raiser’s Edge or FIMS.

Other

The Community Foundation operates in a hybrid working environment with staff working in-office three days per week and the opportunity to work two days remote per week if in good standing.

Compensation

To be determined based upon experience and qualifications within the anticipated salary range of $60,000-$66,000. This position is exempt and employee is eligible for the Foundation’s competitive health and benefits plan:

Paid Time Off

• Two weeks accrued paid vacation
• Two weeks accrued paid sick leave
• Four mental health days
• Two personal days
• Two floating holidays
• Ten holidays

Benefits

• All benefits effective on date of hire – no waiting period
• 100% employer-paid benefits (medical, dental, vision) for employee-only insurance plans
• 100% employer-paid life insurance and AD&D
• 100% employer-paid short-term disability and long-term disability
• 100% employer-paid parking downtown Atlanta or monthly MARTA card
• Affordable plans for legal insurance, critical illness, supplemental life, and more
• Immediate eligibility to contribute to a 403(b) plan, plus a 6% employer-paid contribution after one year of employment - regardless of employee contributions.
• Cell phone stipend
• Employee Donor Advised Fund (DAF) after one year of employment
• Employee Assistance Program and more!

Culture, Learning & Development

• Individual Development Plans (IDPs) for each team member including trainings, resources, development opportunities, etc.
• Two Wellness Rooms for mental health with self-care items
• Fun monthly employee engagement activities

Equal Employment Opportunity

The Community Foundation for Greater Atlanta provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Community Foundation for Greater Atlanta values diversity and inclusion; we honor the diverse needs, strengths, voices, and backgrounds of all individuals in our regional community.