Philanthropic Planning Coordinator

Position Purpose:

The Philanthropic Planning Coordinator is a full-time, exempt position reporting to the Director of Philanthropic Planning. The Coordinator is a member of the Fund Development team and supports outreach to prospective donors and professional advisors through research and coordination of key fund development activities as well as direct contact with prospects and advisors. The Coordinator is also responsible for department-wide reporting and other duties as assigned.

Essential Functions of Position:

Fund Development Functions:

• Serve as a key member of the Fund Development Team, participating in all Fund Development team meetings and supporting the implementation of the Fund Development Strategic Initiative.
• Coordinate research and tracking of prospective donors, including monitoring prospect pipeline, updating of Foundation Power database application, maintaining relevant Excel spreadsheets, and leveraging contact management system or other research tools as available.
• Manage the research and utilization of electronic information services resources and printed publications sources for identifying prospective donors.
• Support efforts aimed at outreach to the professional advisor community, including facilitating logistics of seminars, speakers, and selective networking events.
• Responsible for the coordination, creation, and distribution of electronic and printed materials to the professional advisors community.
• Work in coordination with the Philanthropic Services Assistant in processing of all new funds, ensuring that paperwork, documentation, and new fund processing workflow are completed and accurate.
• Provide research and content expertise on best practices in fund development and planned giving, including monitoring and contributing to the AdNet listserv associated with community foundation professional community.

Philanthropic Services Responsibilities:

• Communicate with donors, prospective donors, professional advisors, and members of the public as needed regarding any aspect of philanthropic services and the Foundation including:
• Responding to all phone inquiries.
• Sending appropriate information and support materials.
• Initiating follow up with appropriate staff.
• Working effectively as a team member within the department and within the Foundation.
• Providing back-up support to the Foundation’s front desk in coordination with the Philanthropic Services Coordinator and Philanthropic Services Assistant.
• Responsible for monitoring data and reports on current New Fund Development activities including:

Annual Report data

Monthly gift/grant/fund(s) activity reports

Special Master’s report

Other reports as requested

• Serve as liaison to and collaborate with Finance and Administration on all grant/gift/fund reporting matters.
• Attend Philanthropic Services staff meetings and individual meetings.
• Attend appropriate Foundation meetings and work with assigned committees, as scheduled.
• Serve on Foundation committees as necessary and as requested.
• Perform other duties as assigned to meet the needs of the Foundation.

Responsibility Level:

The Philanthropic Planning Coordinator reports to the Director of Philanthropic Planning. The Philanthropic Planning Coordinator is expected to do his/her work with minimal daily supervision and is expected to keep the Director of Philanthropic Planning and, when needed and appropriate, the Vice President for Philanthropic Services informed concerning work performed and actions taken.

Performance Standards:

The Philanthropic Planning Coordinator is evaluated by the Director of Philanthropic Planning. The Philanthropic Planning Coordinator will be evaluated upon the ability to perform the essential functions of the position, the ability to utilize the skill qualifications described below, and the ability to meet annual individual and departmental goals.

Skills:

• Possess a high degree of professionalism, problem-solving ability, and innovation in approaching the responsibilities of the position.
• Excellent customer service attitude and abilities.
• Provide a positive attitude and be proactive in offering support and solutions to the Philanthropic Planning Team in particular and the Philanthropic Services Department in general.
• Proficient writing, editing, and proofreading skills, with the ability to gather and organize information appropriately.
• Excellent interpersonal skills, with the ability to work well in a team environment.
• Must maintain a good working relationship with the Foundation staff, members of the community, colleagues in other foundations, and members of the nonprofit sector.
• Advance computer skills with MS Word, Excel, PowerPoint, WealthEngine, database, email, and Internet usage.
• Ability to work on, prioritize, and manage multiple projects simultaneously, while at the same time maintaining a high level of quality.
• Ability to function in a changing environment.
• Capacity to be self-directed and structure their own work
• Ability to rely on experience and judgment to plan and accomplish goals.
• Interest in philanthropy and the nonprofit community.
• The personal qualities of good judgment, diplomacy, sense of humor, and integrity.
• Excellent interpersonal and customer relations skills, including understanding of the need for respect in all interactions with the community.

Qualifications:

• Experience: Experience in dealing with the public effectively and professionally. Must have 5 years of previous administrative support experience.
• Education: B.A. preferred plus a minimum of five years of administrative support experience in a professional service organization, preferably fund development or an equivalent combination of education and experience.

Application process:

If interested, please send resume and cover letter to: resumes[insert the "at" sign]marincf.org.

The Marin Community Foundation is an equal opportunity employer and encourages diverse candidates to apply.