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Private Foundation

Wealth Manager





Community Investment Officer

Position Description

Reporting to the Vice President, Community Investment, the Community Investment Officer (CIO) is responsible for executing an informative, efficient process for the Community Investment Committee (CIC) in determining grants awarded from unrestricted funds; describing the status and outcomes of grants made; actively supporting grantmaking and community initiatives; and supporting the execution of the strategic plan and promotion of the Akron Community Foundation brand. It is critical for the CIO to develop broad local community expertise, maintaining a high level of up-to-date knowledge regarding community needs and resources. To be successful, the CIO needs the curiosity and self-drive to “own” the grants and related initiatives through their life cycle.

Personal Characteristics

The Community Investment Officer is highly motivated and experienced. With extreme attention to detail, the CIO has the ability to manage multiple projects simultaneously, strong organizational skills, and the ability to create written documents, letters, and reports with little oversight. The ideal candidate has strong presentation skills, and the ability to plan and organize work and the work of others, and to hold yourself and others accountable. Willing to work flexible hours, including commitments in the evenings.

Key Responsibilities

Grant Processing: Full responsibility for managing the flow of the four quarterly grant cycles (normally 30-50 applications per cycle):

  • Respond to initial inquiries; receive applications; perform due diligence; code; verify compliance with IRS and community foundation policies; enter in FIMS
  • Review all applications and follow up on missing information and content questions; prepare categorized summary schedule (the GRID); determine where site visits, office interviews or conference calls are appropriate
  • Prepare review package template for CIC each cycle and oversee assembly of all needed information including the quarterly grant report
  • Update FIMS and schedules with CIC recommendations
  • Prepare all documents required for the life cycle of the grant including assigning all approved board discretionary grants to funds with spendable income
  • Track status of grants; disburse payments; maintain grant files
  • Review and approve CIC meeting minutes

Communications, Analysis & Reporting:

  • Build and “own” positive relationships with each grant applicant; become reasonably knowledgeable about the mission, programs, financial condition and successful outcomes of each grantee
  • Look for opportunities for non-grant assistance and support applicants’/grantees’ efforts at effective collaboration
  • Work closely with other CI and Marketing staff to develop grant-related stories that support the ACF brand, as well as communications and marketing goals
  • Draft reports to CIC noting significant new information that should be considered that is not included by grantees in their applications
  • Summarize outcomes of the grants using grantee reports, news articles, conversations, meetings and any other available information
  • Plan and draft formal communications with CIC and full board as appropriate

Strategic Plan Implementation & Related (tentative based on work plan): Drive or actively participate (as appropriate) in the following ACF and community initiatives:

  • Assist with the planning and execution of Bus Tours and quarterly Community Issue Sessions
  • Assist with On the Table Greater Akron as needed
  • Partner on other ACF initiatives as assigned and needed
  • Assist with research and presentation to CIC of potential priority areas for grants
  • Along with VP, Community Investment, formalize and oversee ACF’s new proactive grantmaking strategy; reach out to potential grantees that could address these priorities when appropriate
  • Along with other CI staff, assist in the execution of ACF’s capital grantmaking cycle that occurs every 2 years
  • Attend community events and meetings as appropriate
  • Connect grantees with potential collaborators and known resources to help leverage ACF investments in the community
  • Assist with ongoing updates and changes to the online grant applications process as well as outcome reporting, including formulating new application questions, educating applicants and the CIC, updating grant-related documents, redrafting progress reports, etc.
  • Train and orient new CIC members on the online portal system
  • Along with other CI staff, assist in providing needed research and information to Development and Donor Engagement staff as it relates to our new Center for Family Philanthropy and fulfilling donor requests for information

Day-to-Day & Other:

  • Update grantee profiles with new information
  • Assist with affiliate grantmaking if needed
  • Assist with projects, presentations and research as assigned
  • Update formal procedures to reflect operational changes as they occur

Education and Experience

  • Bachelor’s degree required
  • At least 3-5 years of nonprofit and/or analytical work experience
  • Commitment to the community foundation’s values
  • Software skills: Substantial Word and Excel skills, particularly report formatting and document merging; ability to manipulate and extract data from FIMS; ability to find information on the internet; ability to learn new software
  • Written communication skills: Ability to summarize multiple documents, conversations and presentations into concise, cohesive recommendations; ability to tailor written communications to the audience, understanding what the reader needs to know
  • Verbal communication skills: Ability to listen; ability to elicit and identify significant information; ability to develop and support consistent messaging; ability to speak clearly, logically and concisely; ability to converse comfortably with grantees, board members and others
  • Will seek training opportunities (including online or self-study) to further develop software and/or communications skills as needed
  • Positive attitude: builds effective work relationships with colleagues and external contacts; works well in a team; conveys knowledge to others
  • Ability to prioritize work and perform tasks efficiently and effectively; organized
  • Understands and shows consideration for others’ time, deadlines and workload, including CIC members, management and colleagues
  • Strong work ethic, reliable, self-motivated; seeks out ways to be productive and efficient
  • Detail-oriented and accurate
  • Communicates honestly and regularly with VP, Community Investment regarding job satisfaction, development needs, assistance required, or suggestions to improve own or office-wide processes and procedures

Akron Community Foundation is an equal opportunity employer and offers competitive salaries and a comprehensive benefits package. Qualified candidates should send cover letter, resume and salary requirements to: Mr. John Garofalo at by Friday, Aug. 23, 2019. Applications without all requested information will not be considered.