Job Description

Director of Planned Giving and Fundholder Engagement

Job Description

Organization Overview

Cobb Community Foundation (“CCF” or “Foundation”) is a grant-making public charity that ACTIVATES GOOD. Our mission is to be a catalyst for a thriving community – mobilizing people, ideas and resources to improve quality of life in and around Cobb. We accomplish this mission by creating and implementing collective giving strategies by and for our community, by offering charitable tools for individuals and organizations, by leading local efforts in community problem solving and by supporting local nonprofits and helping them to build their capacity.

On a day-to-day basis, we work closely with individuals and businesses who have established charitable funds, non-profits who are serving our community, and other community stakeholders who, like us, are working to create in Cobb an even higher quality of life.

Position Overview

The Director of Planned Giving and Fundholder Engagement ("Director") reports to the CEO and is responsible for developing, stewarding and growing current and prospective fundholder relationships, serving as a strategic advisor, fostering strong relationships with donors, professional advisors and nonprofits. The Director ensures that these clients’ charitable goals are met through personalized service and specialized expertise, providing information about grant opportunities, and actively cultivating ongoing engagement to maximize their giving (and, for agency fundholders, their serving) impact.

The Director manages CCF's Professional Advisor Network ("PAN") and the development and management of our Legacy Society. The Director has primary responsibility for the design of donor appreciation and education events with event management and support provided by other staff members.

Director also supports the CEO in the identification, cultivation, solicitation and stewardship of corporate and individual donors through CCF’s Corporate Community Champion, Catalyst Society and other programs.

Responsibilities

Planned Giving

Development and promotion of a planned giving program to engage donors in long-term support of the foundation’s mission

Education of potential donors and advisors on the benefits of legacy giving and guidance through the process

Integration of the Foundation into donors’ estate and legacy plans, including preparation of proposals for family meetings to effectively communicate the Foundation’s benefits

Fundholder Engagement

Management of CCF’s fundholder relationships, developing a deep understanding of each donor’s unique needs and wishes, deepening relationships between CCF and fundholders and ensuring an exceptional customer experience

Oversight of fundholder services, including ensuring accuracy and completeness of fund, fundholder and prospective fundholder records in CSuite and any other applicable systems

Development and implementation of stewardship and cultivation strategies focused on growing relationships with existing fundholders as well as establishing new fundholder relationships

With CEO, continuous refinement of our services to ensure that we have adequate and appropriate resources to provide the tools and services that help our fundholders identify and meet their charitable objectives and that benefit our community while being fiscally responsible with our own resources

Fostering Charitable Giving

Creation of vision for and oversight of planning and implementation of donor cultivation and stewardship events such as small gatherings, luncheons, cocktail events, and educational opportunities to build partnerships with donors

Development and stewardship of professional advisor relationships, including management of Professional Advisor Network, creation of vision for and oversight of planning and implementation of professional advisor educational outreach events to continually update and guide professional advisors in the charitable and planned giving arena

Regular participation in community activities and events to enhance CCF’s image and, including speaking to groups, participating in civic engagement, and overall immersion in the community by networking to foster a culture of giving

This job description is intended to be general. It will evolve over time and is subject to periodic updating. CCF fosters a team mentality, with team members helping one another and sharing or temporarily transitioning responsibilities as needed to ensure that stakeholder expectations are met and that all team members can thrive.

QUALIFICATIONS

MINIMUM REQUIRED EXPERIENCE AND EDUCATION

Experience: 8+ years of experience in philanthropic services, charitable planning, fundraising, development, or a related field, preferably with a nonprofit or foundation or a professional services firm (law firm, accounting firm, financial planning and/or investment firm)

Conversational knowledge of charitable planning and planned giving techniques

Education: Bachelor's degree in Nonprofit Management, Business, Communications, or a related field

DESIRED EXPERIENCE AND EDUCATION

Bachelor’s Degree

CFRE, CAP or other relevant professional designation

15 years’ experience in philanthropic services, nonprofit fundraising, private wealth management or related field

Strong knowledge of as well as experience in charitable planning and planned giving techniques

Experience with donor management software/systems

SKILLS REQUIRED FOR SUCCESS

Proven success in managing and growing client relationships

Experience working with professional advisors

Excellent verbal and written communication skills, with the ability to create compelling cases for support

Strong relationship-building skills with a wide range of donors, community leaders, and partners

Ability to work independently and as part of a team

Experience with donor management software and reporting systems

Organized and detail‐oriented, with the ability to excel in a fast‐paced environment

Ability to manage multiple tasks, define and set priorities and problem‐solve

Impeccable follow‐up

ATTRIBUTES THAT CONTRIBUTE TO SUCCESS OF BOTH INDIVIDUAL AND THE TEAM

Self-awareness

Empathy

Social awareness

Self-regulation

OTHER IMPORTANT INFORMATION

Position: Full-time exempt

Salary: $90,000 - $100,000 depending on experience

Benefits:

Health, dental, and vision insurance, disability, long-term care, life insurance with immediate eligibility

401(k) eligibility after 1 year with 3% employer annual contribution

15 days paid time off

15 paid holidays

Office closed week of July 4th (in addition to above)

Work from home option up to 2 days/week after 60 days of employment depending on performance

Location:

10th Floor

1100 Circle 75 Parkway

Atlanta, GA

Attire: Business casual

Hours:

8:30 am – 5:00 pm

Deadlines, initiatives and events periodically require work outside of these hours

Work Environment:

CCF has a small, close-knit staff, and we work in a small, open, professional environment. We communicate openly and honestly. We talk to one another but not about one another. We respect one another and believe that all people deserve respect. We work very hard to help one another and the Foundation to succeed, including going beyond each of our own job descriptions. We are honored and humbled to do the work we do to make our community even stronger.

Our Values:

The Cobb Community Foundation is committed to achieving our mission and vision by upholding and promoting the following guiding principles.

Steward with Integrity – We are entrusted with financial resources and charitable wishes of our donors and fundholders, and hold ourselves accountable to be ethical, honest, and transparent in our actions.

Commit to Excellence – We strive to provide the highest quality and value in everything we do.

Lead with Compassion – We take action because we care deeply for our community and those we serve.

Give with Purpose – We leverage data to enhance our understanding of the needs of our community and mobilize resources to meet those needs.

Embrace Diversity – We embrace diversity, stand for equity, and encourage inclusion through our practices and daily interactions within our organization, community, and partnerships.

Foster Collaboration – We work collaboratively with community stakeholders, empower others to build lasting partnerships, and embrace our shared responsibility to work toward productive solutions to strengthen our community.

Adapt to Change – We are committed to evolve and grow to serve the changing needs of our community.

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