Search Underway for Fundholder Relationship Associate

December 12, 2018

POSITION DESCRIPTION

Fundholder Relationship Associate

East Tennessee Foundation is a nonprofit, 501(c)(3) community foundation serving 25 counties in East Tennessee.  Governed by a volunteer board of directors, its mission is to provide philanthropic leadership inspiring donors to make lives better and communities stronger in enduring ways across generations.

The Fundholder Relationship Associate will work independently on assigned office tasks and provide administrative support to a professional office staff.  Responsibilities and qualifications are indicated below.

Responsibilities:

Build relationships with Foundation fundholders.

Provide prompt, efficient, and excellent service to fundholders, their professional advisors, and/or their staff.

Promptly and accurately process all aspects of Donor Advised Fund Grant Recommendations, including performing required due diligence.

Gain a full understanding of the Foundation’s online portal for fundholders, Community Donor, with the primary responsibility for adding new users, maintaining current forms and lists, updating with pertinent information, and assisting other Foundation staff with general maintenance of the portal.

Manage the process by which the Foundation administers fundraising events conducted by various fundholders with primary responsibility for application review and approval; policy compliance; correspondence with fundholders; timeline management; planning for credit card terminals and other event site needs, insurance and permits; and webpage development and links.

Initiate the process for creating the legal record of new funds of the Foundation by organizing all documents, creating fund folders, entering all fund and donor information into the database, and creating mailing and invitation lists for fundholders and professional advisors. 

Manage the General Counsel and Vice President for Advancement’s calendar and assigned work as needed.

Assist other Foundation staff with services to fundholders for other types of Foundation funds (e.g. scholarships, affiliate funds, field-of-interest funds, etc.).

Assist other Advancement staff with advancement efforts.

Prepare letters and other documents, including both original composition and assisting other staff.

Participate in the coordination, documentation, and implementation of various office processes and procedures.

Perform general clerical tasks, including photocopying, filing, making file folders, maintaining office records and notebooks, producing mailing lists, and preparing mailings.

Assist in the preparation for board and committee meetings.

Assist in receptionist duties, including answering the telephone and taking and disseminating messages.

Assist with the maintenance of computer databases and files, with significant responsibility for mailing lists and the donor database.

Assist in various office projects and tasks as needed.

Qualifications:

Preference given to applicants with a B.S. or B.A. degree and at least two years of experience working in or with nonprofit organizations.

            Extensive customer service, administrative, and office experience.

            Strong interpersonal skills and ability to work within a team environment and with diverse individuals.

            Strong organizational and detail-oriented skills.

            Excellent communication skills, both written and verbal.

            A well-developed working knowledge of computers, computer software, and databases and  experience working with Microsoft Office, especially using Outlook, Word, and Excel.

Please send a cover letter and resume by email (no phone calls) to:

Tamara Boyer
General Counsel + Vice President for Advancement
East Tennessee Foundation
tboyer@etf.org

The Foundation offers a competitive salary and a comprehensive benefits package.  Position available immediately, but search will be kept open until appropriate candidate is identified.

EAST TENNESSEE FOUNDATION (ETF) IS AN EQUAL OPPORTUNITY PROVIDER OF SERVICES AND EMPLOYMENT AND RESPECTS, CELEBRATES, AND ENCOURAGES DIVERSITY THAT POSITIVELY CONTRIBUTES TO THE COMMUNITY.  ETF DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, RELIGION, GENDER, FAMILIAL STATUS, SEXUAL ORIENTATION, AGE, DISABILITY, COVERED VETERAN STATUS OR ANY OTHER CLASSIFICATION PROTECTED BY FEDERAL, STATE OR LOCAL LAW.  ETF ENCOURAGES ITS GRANTEE AND PARTNER ORGANIZATIONS TO ADHERE TO THESE PRINCIPLES.