The Donor Services Manager is a member of the Philanthropic Services
Team. Reporting to the Senior Director of Philanthropic Services, this
position manages donor and grantee relationships with the Trust as
part of a large portfolio of funds. Such funds include donor advised
funds and designated endowment funds.
This position is responsible for philanthropic support and
administrative oversight for the assigned portfolio. Central to the
position is accurately and efficiently maintaining contributions to
and grants from the portfolio of funds while balancing proper
engagement of, and correspondence with, donors and endowment
recipients. The successful candidate will have acute perception when
speaking to/engaging with donors and advisors to assess when
additional philanthropic services capabilities are warranted. This is
a hybrid position, offering a flexible working arrangement both in and
out of the Loop office.
Position Responsibilities:
- Serve as the relationship manager for a portfolio of approximately
300 funds that are primarily transactional in nature
- In partnership with other Trust departments such as Finance,
Learning & Impact, and Grants Management, provide support to the
donors and advisors affiliated with funds in the assigned portfolio,
including new fund orientations, administrative oversight, grant
making facilitation, grant compliance, and inquiries related to
online access and fund statements
- Assess when the interests and needs of donors in assigned
portfolio rise to a need for higher level of philanthropic advisory
services from Philanthropic Services colleagues
- Work in a team environment, taking ownership for assigned
portfolio while understanding the full array of philanthropic
services offerings as well as the strengths and capabilities of team members
- Work in an office setting, connecting with assigned donors
primarily via phone and email
- Perform other duties as assigned
- B.A./B.S. Degree or work equivalent
- At least 7 years of relevant work experience
- Prior experience providing excellent customer service in an
environment serving clients and/or high-net worth individuals
- Ability to prioritize, organize and manage multiple competing
assignments, responsibilities, and internal and external projects
- Proficiency with Microsoft Office applications (Outlook, Word,
Excel, Power Point) and the ability to effectively learn and utilize
additional software programs including enterprise resource
management systems, Salesforce, and the Salesforce Nonprofit Success Pack
- High attention to detail and accuracy
- Advanced oral and written communication skills
Equal Opportunity Employer
The Trust is committed to creating a diverse work environment and
is proud to be an equal opportunity employer. The Trust does not
discriminate on the basis of race, color, national origin, sex,
gender identity, religion, sexual orientation, age, disability,
parental status, veteran status, or any other protected status under
applicable laws. We encourage individuals of all backgrounds to
apply. If you are a qualified candidate with a disability, please
e-mail us at careers@cct.org if you require a reasonable
accommodation to complete this application.
Diversity, Equity, and Inclusion are fundamental to achieving
our impact
The Chicago Community Trust’s vision is a Chicago region where
equity, opportunity, and prosperity abound. We acknowledge the
specific role discrimination and systemic barriers based on race,
ethnicity, and other varied identities and differences have played in
limiting opportunities for too many. A commitment to Diversity,
Equity, and Inclusion is at the core of who we are, the decisions we
make, and the actions we take in our work to strengthen the
communities we serve and advance our strategic focus to close the
racial and ethnic wealth gap. Click here to learn
more about our strategic plan.
The History of The Chicago Community Trust
The Chicago Community Trust was founded in 1915 by Norman and Albert
Harris, father and son duo of the Harris Trust and Savings Bank (now
BMO Harris Bank). The Trust was the fourth community foundation ever
created. There are now 750 community foundations in Canada and the U.S.
As our region’s community foundation, the Trust unites generous
donors, committed nonprofits and caring residents to effect lasting
change that moves our entire region forward. Our approach centers on
tackling the region’s immediate needs and addressing the root causes
of deep-seated issues to realize a more prosperous future for all who
call metropolitan Chicago home.
For more than 100 years, donors have entrusted their philanthropic
resources and visions to our stewardship. Guided by our deep knowledge
of the community, we fund, lead, convene and collaborate to address
the greatest and most critical needs facing the Chicago region. From
the $22 million raised to help with unemployment relief in the Great
Depression to spearheading an effort to help people keep their homes
during the foreclosure crisis of the Great Recession to $35 million
raised for the Chicago Community COVID-19 Response Fund, which
supported nonprofits serving our most vulnerable neighbors, Chicagoans
have put their trust in us.
In 2019, we announced we would focus our discretionary spending over
the next decade on working to close Chicago’s growing racial and
ethnic wealth gap. The Trust envisions a Chicago region that’s
stronger and more prosperous because everyone—regardless of race,
ethnicity, or zip code—has equitable access to the opportunities and
resources they need to succeed and live a fulfilling life.
With assets of more than $3.7 billion, the Trust, in partnership with
its donors, distributes more than $600 million in grants each year.
The Trust Team seeks to match the passion and commitment of donors,
grant recipients, residents, and community leaders that continue to
work tirelessly to make the Chicago region one where all have the
opportunity to realize their dreams.
