Donor Experience Officer – Fund Management

Greater Hartford Gives

. Serve as fund steward for the Foundation, overseeing relationships and fund management across Greater Hartford Gives fund types.

Posted 11/6/2026full-timeHartford • Connecticut • United StatesMid-LevelSenior💰 $81,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in donor stewardship and fund administration, with a strong focus on managing complex donor relationships and ensuring compliance with legal and regulatory requirements. Proficient in developing engagement strategies and overseeing grant processing workflows to enhance philanthropic impact.

Highest-signal resume keywords

Donor StewardshipFund AdministrationGrant ProcessingRelationship ManagementPhilanthropic Strategy

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Fund ManagementGrant ProcessingDonor-Advised Fund AdministrationData Integrity ManagementEngagement Plan Development

Soft Skills

Problem-SolvingCollaborationCommunicationPersonalized OutreachEvent Support

Tools & Technologies

CSuiteFund Portal

Industry Keywords

Charitable GivingCommunity FoundationPhilanthropyFundholder EngagementLegacy Planning

About the role

Key responsibilities & impact

Serve as fund steward for the Foundation, overseeing relationships and fund management across Greater Hartford Gives fund types.
Ensure every fund operates according to its purpose, the fundholder's charitable intent, legal and regulatory requirements, and Foundation policy.
Provide proactive stewardship and strategy for a portfolio of principal prospects and donors.
Help lead fund operations, including the Annual Fund Review process.
Collaborate with Finance, Grants Administration, Community Impact, and Development colleagues.
Serve as a lead practitioner of Greater Hartford Gives Direct, the single point of contact for fund donors and advisors.
Respond to fundholder and advisor needs, provide education and problem-solving support, and manage new fund onboarding.
Prepare relationship reviews, briefings, fund and giving histories, and engagement recommendations.
Develop and carry out individualized engagement plans for principal donors.
Identify opportunities for fund additions, new funds, legacy commitments, and strategic-priority support.
Provide personalized stewardship, outreach, check-ins, and giving and grantmaking analysis.
Support conversations about charitable giving options, complex assets, estate and legacy planning, and philanthropic strategy.
Support engagement events, fundholder gatherings, and site visits.
Review and process grant recommendations, confirm grantee eligibility, and ensure timely processing and distribution.
Manage grant processing for assigned portfolios, including multi-year and recurring grants.
Research and complete grantee information and support creation of new grantee profiles.
Manage the Annual Fund Review process and monitor inactive funds.
Support fund changes, successor advisor transitions, and fund terminations.
Respond to and resolve Greater Hartford Gives Direct inquiries regarding grants, balances, receipts, Fund Portal support, gifts, fund changes, priorities, and events.
Lead Direct workflows, response templates, inquiry tracking in CSuite, and service-standards reporting.
Collaborate on grant processing workflows, CSuite processes, fund records, configuration, and reporting.
Participate in department and Foundation-wide meetings, events, and projects, including some evenings and external events.
Support Fund Portal activities, maintain data integrity, and identify system and process improvements.

Requirements

What you’ll need

A degree requirement may be substituted with equivalent practical experience.
Bachelor’s degree in a relevant field.
5+ years of related experience in donor stewardship, fund administration, fundraising, or community foundation work.
Experience managing complex donor or client relationships, including high-capacity donors preferred.
Experience administering multiple fund types (donor-advised, agency, designated, field of interest, or scholarship) strongly preferred.