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- Nonprofit Endowment Program Manager
Description
Join OCCF:
The Oklahoma City Community Foundation (OCCF) brings people together to invest in our community and those who live here. Founded in 1969, the Oklahoma City Community Foundation is a 501(c)(3) public charity that works with individuals, families, and organizations to benefit our community now and in the future. We make the biggest impact when we join together to address our community’s needs. As a growing organization, we are expanding our services and efforts to transform lives across Central Oklahoma and beyond. We offer competitive salary, generous benefits, including a 403(b)-retirement plan, paid leave, and we are building an energized, values driven culture. We welcome talented, committed, caring individuals to join our team in connecting donors, programs and initiative to advance our mission to serve Central Oklahoma. To join us or learn more about our work to maximize charitable funds visit occf.org.
Position Overview:
The Nonprofit Endowment Program Manager is an experienced relationship manager and operational leader who translates program strategy from the Director into consistent execution of program initiatives, independently manages day-to-day relationships with endowed nonprofit partners, and works with the Director to design major program processes from initiation through completion. This position also coordinates cross-functional work with colleagues in Finance, Communications, Gift Planning, and other teams; and serves as a trusted counselor to nonprofit leaders.
Principal Duties and Responsibilities:
Partner Relationship Management & Stewardship
- Independently manage an assigned portfolio of endowed nonprofit partners, serving as the primary relationship contact and identifying opportunities for engagement and endowment-growth, as appropriate.
- Build trusted relationships with nonprofit executive directors, development staff, board members, and other stakeholders; provide practical counsel on endowment building, stewardship, campaigns, and use of OCCF resources.
- Conduct partner meetings, selected board presentations, and consultations; identify opportunities or concerns and recognize situations that involve executive-level, high-value, unusually complex, or reputational matters to escalate to Director.
- Manage stewardship follow-up for new funds, early gifts, active campaigns, and significant milestones, modeling effective donor stewardship for beneficiary organizations.
- Support the Director with nonprofit endowment fundholder dissolutions and variance-power cases.
Program Operations & Cross-Functional Leadership
- Manage the nonprofit endowment application and onboarding process from initial interest through fund establishment, ensuring correspondence, documentation, compliance review, internal handoffs, and partner communication are accurate and timely.
- Coordinate the annual distribution of more than $15 million from program funds, working with Finance dept and the Associate to ensure accuracy, compliance, and clear communication to partners.
- Lead cross-functional coordination with colleagues in Finance, Communications, Gift Planning, and other departments so partner communications, reports, publications, and operational processes are accurate, timely, and aligned.
- Manage content and coordinate timely updates for program materials, including regular review, collection of updates, internal approval, project management through the Communications department process, and final release.
- Coordinate governance and compliance for Nonprofit Endowment Affiliate Fund meetings and manage required documentation, follow-up, and distribution requests.
- Establish clear workflows, document team processes, identify gaps, and drive improvements that strengthen consistency and partner experience.
Program Growth & Education
- Support portfolio segmentation by maintaining current knowledge of partner engagement, organizational capacity, fund performance, development goals, and planned-giving potential.
- Partner with the Director to identify and cultivate organizations with strong potential for campaigns, additional asset transfers, planned gifts, or deeper OCCF engagement.
- Research and coordinate matching-grant opportunities, including campaign support, tracking, reporting, and high-touch stewardship.
- Contribute to the design of educational programming and independently facilitate selected workshops, presentations, and peer-learning opportunities.
- Support impact measurement and reporting for the Nonprofit Endowment Program, including collecting and organizing data and outcomes.
- Manage the operational work of the Nonprofit Endowment Advisory Committee, including agendas, materials, logistics, reporting, minutes, follow-up, and continued engagement between meetings.
Core Competencies
- Actively supports the Foundation’s mission, demonstrates the organization's culture, and treats all team members with respect and professionalism.
- Works collaboratively with team members to brainstorm ideas, solve problems, and implement meaningful solutions.
- Approaches organizational change with adaptability and a solution-oriented mindset, helping foster a resilient and agile team culture.
- Ability to maintain confidentiality, exercise good judgment, and maintain professionalism within a dynamic environment.
Requirements
Qualifications & Skills:
- Bachelor’s degree in nonprofit management, business, communications, or a related field.
- At least five years of progressively responsible experience in nonprofit development, relationship management, fund administration, philanthropy, project management, or a related field.
- Demonstrated ability to independently manage external relationships, earn trust, provide counsel, and move partners from conversation to action.
- Strong project and process-management skills, including ownership of complex work involving multiple departments, deadlines, and stakeholders.
- Knowledge of nonprofit organizational structure, board governance, fundraising, stewardship, and endowment concepts.
- Excellent interpersonal, written, oral, facilitation, and presentation skills.
- Proficiency with Microsoft Office, donor databases, and cloud-based data-management systems.
Preferred Qualifications
- Experience in a community foundation, nonprofit endowment program, planned giving, or nonprofit consulting environment.
- Experience presenting to nonprofit boards or facilitating educational programs.
Working Conditions & Physical Demands
- Prolonged periods of sitting at a desk. The ability to lift objects of 25 lbs.
- Extended periods of working with a computer, requiring the ability to focus on tasks and navigate software interfaces.
- Requires fine motor skills, including the ability to use touch, pinch, or pick primarily with fingers. This involves precision and dexterity for tasks such as typing, clicking and manipulating small objects.
- Strong visual acuity is essential for tasks such as reading information on a computer screen and discerning details.
- The work environment is an office setting with minimal noise.
- Minimal travel in the metro and surrounding area.
*This position is a safety-sensitive position based on the frequent operation of a motor vehicle*
To apply, please send a cover letter, resume, and three references with the job title in the subject line to resume@occf.org.
Oklahoma City Community Foundation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.