The Chicago Community Trust · 1 week ago
(Hybrid) Associate Philanthropic Advisor
Chicago, IL
Full-time
Hybrid
Mid Level
$78K/yr - $88K/yr
3+ years expThe Chicago Community Trust is seeking an Associate Philanthropic Advisor to serve as a key relationship manager. This role is responsible for managing a large portfolio of donor advised fund holders and ensuring that their philanthropic goals are supported through exceptional service and comprehensive guidance.
Association
Responsibilities
Serve as the relationship manager for a large portfolio of funds that are primarily transactional in nature but who could develop into more Trust-oriented relationships, serving as the primary point of contact to deliver exceptional customer service. The Philanthropy Associate will collaborate with their supervisor or a Philanthropic Advisor on complex donor inquiries, seeking guidance and support as needed
Manage donor relationships within our organization CRM (Salesforce)
In partnership with other Trust departments such as Community Impact, 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
Assist in executing strategies to enhance donor engagement through events, communications, and community activities
Assess when the interests and needs of donors in assigned portfolio rise to a need for higher level of philanthropic 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
Uphold and exemplify the Trust's core values in all interactions, ensuring professionalism, integrity and a commitment to the mission
Work in an office setting, connecting with assigned donors primarily via phone and email
Perform other duties as assigned
Qualification
Required
B.A./B.S. Degree or work equivalent
3-5 years of relevant work experience in philanthropy, donor relations, fundraising or nonprofit engagement
Excellent verbal/written and interpersonal communication skills
Database experience and Microsoft Office proficiency required
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
High attention to detail and accuracy
Demonstrated ability to effectively and proactively interact, communicate and collaborate on multidisciplinary teams and with people from cultural backgrounds other than your own
Confidence and competence in learning and using existing and new technologies
Company
The Chicago Community Trust
The Chicago Community Trust helps nonprofit organizations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrea Sáenz
Chief Operating Officer, Interim President, and Chief Executive Officer
Recent News
2025-09-12
Chicago Tribune
2025-02-24
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