California Community Foundation

Operations

• Manage a portfolio of donor accounts, including standard and complex grantmaking activities, applications, reviews, approvals, reporting, and donor/grantee coordination
• Serve as a trusted point of contact for donors, funders, advisors, nonprofit partners, and internal stakeholders
• Lead complex donor projects and initiatives across Philanthropy, Grants Management, Finance, Investments, Programs, and other departments
• Oversee donor account operations, including quarterly statements, donor data management, account reviews, custom fund administration, and resolution of donor requests
• Lead operations for high-level donor accounts, Fiscal Sponsorships, Community Benefit Funds, and other specialized accounts
• Support donor stewardship and cultivation strategies through giving-trend analysis, nonprofit and sector research, executive briefings, and donor engagement activities
• Plan and execute donor and advisor meetings and events, including scheduling, agendas, invitations, registration, briefing materials, communications, reporting, and follow-up
• Support gift acceptance and asset management activities and coordinate movement of philanthropic assets
• Coordinate supporting organization Board meetings, including agendas, board materials, reporting, logistics, governance documentation, and cross-functional coordination
• Maintain accurate donor records, electronic files, and Raiser’s Edge database information
• Conduct strategic research and due diligence on prospective donors and advisors
• Improve systems, workflows, service delivery, data quality, and recordkeeping
• Serve as an escalation point for complex donor requests, operational issues, and time-sensitive matters
• Provide project management and operational support to the Philanthropic Impact team
• Collaborate across CCF departments on donor activities, special needs, issues, and concerns
• Provide guidance and operational support to colleagues and cross-functional teams
• Represent CCF professionally with donors, funders, advisors, nonprofit partners, and other constituents

Senior Philanthropic Operations Specialist