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Sheri Tassinari

Philanthropic Services Assistant, Supporting Organizations


Philanthropic Services Assistant, Supporting Organizations

Title    Philanthropic Services Assistant, Supporting Organizations 

Status    Part-Time – Non-Exempt 

Reports To    Senior Director of Philanthropic Services

Business Unit    Philanthropic Services

Date    September 2019

This position provides administrative support for the Philanthropic Services Unit with a strong primary focus on the administration of Supporting Organizations. This position requires an individual who manages multiple tasks simultaneously, possesses grace and composure under pressure, interacts with all staff positively in a fast-paced environment, solves problems creatively, takes initiative, attends to details, anticipates needs and responds nimbly to unforeseen circumstances.  

The Philanthropic Services Assistant for Supporting Organizations must be flexible, exceptionally well organized, proactive, efficient, possess a high level of professional maturity, the ability to provide exceptional customer service to ACF’s broad constituency, and maintain complete confidentiality. Strong written and verbal communication skills, strong decision-making ability and the skill set to track multiple activities are essential. Incumbent must learn or possess detailed knowledge of the Foundation’s operations, procedures, products and services and personnel.    

Essential Job Functions

•    Schedules and coordinates Supporting Organization Board of Director meetings, committee meetings and special meetings. 

•    Prepares and distributes notices, agendas, reports, minutes and resolutions using BoardMax and other means. 

•    Maintains historical records of minutes, corporate documents and board policies.

•    Handles administrative and clerical duties, including data entry, document retention, filing, copying, correspondence, scanning and internal/external communications. Sorts and logs mail received and forwards all mail received at ACF Central Office. 

•    Provide exemplary customer service to ACF donors in partnership with assigned relationship managers.

•    Participate in the ACF relationship management system to track donor contacts.

•    Assist in aspects of event planning for donors, prospects and professional advisors.

•    Provides technical support to donors, board members and nonprofits registered on BoardMax, (i.e. log in/password information/help with creating and navigating profiles).

•    Serves as backup to additional Philanthropic Services Assistants for departmental and committee meetings, technical support to donors/nonprofit fund holders registered on the ACF website, and aspects of event planning for donors, prospects, and professional advisors on an as-needed basis.

Knowledge or Skills

•    Bachelor’s degree or equivalent preferred, associate’s degree or equivalent required. 

•    Three years of office experience preferred.

•    Experience in working with a range of clients preferred.

•    Passionate about customer service (both internal and external).

•    Ability to work with minimal supervision, take initiative and design and implement processes.

•    Strong technology and software skills including Microsoft Office applications (i.e. Word, Excel, PowerPoint, etc.) is required. 

•    Ability to troubleshoot and make informed decisions.

•    Experience with Salesforce or other CRM system and WebEx desired.

•    Outstanding written and oral communication skills; research skills; ability to analyze, think critically and explain alternatives clearly.

•    Ability to work as part of a professional team with enthusiasm and commitment.

•    Functional organizational skills and ability to multitask.

•    Ability to think strategically.

•    Meticulous attention to detail is required.

•    Ability to work with sensitive information and maintain complete confidentiality, both internally and externally.

Other Requirements

This position functions in an office environment.  The ability to operate general office equipment, including but not limited to, computers, iPads, mobile applications, printers, scanners, copiers, postal machines, etc. is preferred.  

Major Accountabilities

•    Professional and effective interaction with internal and external constituencies, including via telephone, email and in person.

•    Exercise sound judgment and decision making in safeguarding confidentiality of sensitive information and relationships.

•    Accurate and timely follow-up of post-meeting tasks and correspondence.

•    Back-up for meeting minute recording and composition.

•    Point of contact for nonprofit correspondence.

•    Work independently with minimal supervision.

•    Represent the Arizona Community Foundation in a positive manner at all times regardless of location or event.


The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by incumbents of the position. Incumbents may be required to perform other job-related tasks other than or in addition to those specifically presented in this description.

 ACF is an Equal Employment Opportunity Employer and does not discriminate against a job applicant or an employee because of the person's race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age (40 or older), disability or genetic information. ACF does not discriminate against a person because the person complained about discrimination, filed a charge of discrimination, or participated in an employment discrimination investigation or lawsuit.

Job Type : Part-time
Education Level : ""
Experience Level : ""
Job Function : Administrative
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