Philanthropic Strategy and Legal Coordinator

Position:                            Regular, Fulltime, Nonexempt 
Department:                    Philanthropic Strategy
Reports to:                       General Counsel and Senior Vice President, Philanthropic Strategy
Date Revised:                  September 2024

Summary: The Philanthropic Strategy and Legal Coordinator provides high-level administrative and technical support to the Philanthropic Strategy and Legal teams that align with the mission of the Foundation.

Responsibilities and Expected Outcomes:

Administrative Support

• Provides proactive and comprehensive administrative support to the Philanthropic Strategy and Legal teams.
• Assists with scheduling and coordination of meetings, events, and appointments.
• Organizes files, databases, contact lists, and other department records to ensure data integrity and accuracy.
• Prepare expense reports for team members.
• Assists with processing and acknowledgment of incoming gifts.
• Files continuing education paperwork and credits for professional advisor attendance.

Event Management and Coordination

• Serves as administrative support for team events (making room reservations, ordering catering, and providing refreshments).
• Coordinates with cross-departmental teams for event preparation and post-event activities.
• Serves as point person for assigned events, preparing mailing lists, tracking RSVPs, preparing meeting agendas, and conducting data analysis.

Donor and Community Relations

• Create customized presentations for prospective donors.
• Works with staff and community to create a welcoming, inclusive environment for Foundation guests.
• Provides timely responses to internal and external inquiries.
• Collaborate with cross-disciplinary teams to respond to inquiries from donors, organizations, and professional advisors.

Research and Technology Solutions

• Prepares nonprofit research that aligns with donors’ philanthropic priorities.
• Creates or provides technology-based solutions to problems.
• Other related duties and assignments as assigned.

Essential Qualifications, Credentials and Technical Skills required: 

• High school diploma or equivalent and three to five years of experience working in a customer service, administrative and/or development environment.  Associate or bachelor’s degree in a related field welcome.   
• Exceptional interpersonal, organizational, grammatical, and proofing skills. 
• Demonstrated customer service orientation and an ability to interact confidently and effectively with people of diverse cultural and socio-economic backgrounds. 
• Commitment to diversity, equity and inclusion across all work. 
• Strong critical thinking and verbal and written communication skills with a proactive, solution-based focus to addressing problems or issues. 
• Ability to respond sensitively and patiently to staff, donor and community inquiries in a timely manner and the ability to handle sensitive information and maintain confidentiality regarding donor, prospect, and financial data. 
• Demonstrated detail orientation, flexibility, and ability to coordinate several projects simultaneously and anticipate problems as they arise. 
• Ability to take a proactive role in team efforts, promote cooperation and collaboration between team members and encourage open communication in multidisciplinary teams. 
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, Teams, Office 365 applications, internet research, database input/maintenance and the ability and desire to continually learn new technology as appropriate. 
• Other highly desirable qualifications include familiarity with the Cleveland business and nonprofit community, an understanding of philanthropic fundraising, and proficiency with donor databases (Salesforce or other).

OUR COMMITMENT TO EQUAL OPPORTUNITY & DIVERSITY, EQUITY, AND INCLUSION:

The Cleveland Foundation exists to enhance the quality of life for all citizens of Greater Cleveland. The ability to carry out our mission and to foster our commitment to diversity, equity, and inclusion can best be pursued if our workforce, grantees, donors, partners, and governing body are inclusive of individuals of diverse backgrounds, beliefs, and perspectives.

We believe that diversity encompasses, but is not limited to, age, color, education, ethnicity, family or marital status, gender, gender identity or expression, language, national origin, physical and mental abilities or characteristics, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and/or other characteristics that make an individual unique.  

The Cleveland Foundation is committed to equal employment opportunities for all, and our policy is to ensure that employees are selected, developed, retained, and promoted based on the individual’s ability and job performance, and without regard to that individual’s status or characteristics protected by federal, state or local law.

Pay and Benefits:

The foundation’s compensation program estimates a minimum annual salary of $50,000 for this position, with flexibility to adjust based on the candidate's educational background, professional experience, community involvement, and overall qualifications.

The foundation offers an exceptional benefits package, including medical, dental, vision, identity theft, and life and disability coverage, a comprehensive wellness program, an employee assistance program, a fully vested 403(b) retirement plan, ten paid holidays, and, for nonexempt positions, 10 days of vacation and 12 sick days, prorated the first year of service based on the date of hire. 

Note: Our flexible workplace policy provides one day of remote work per week.