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Trustmark’s mission is to improve wellbeing – for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.

About the role

Responsible for evolving and overseeing the day-to-day operations of the company’s philanthropic programs including its private foundation, the volunteer program, and the associate giving campaign. Responsibilities include developing operational plans, managing grantmaking activities, running an employee annual giving campaign, planning and executing volunteer events, and cultivating donor relationships. Ensures the foundation effectively achieves its mission by allocating funds to impactful organizations that align with Trustmark’s mission, all while working closely with the Trustees to make informed decisions regarding grant distribution and overall organizational strategy.

Key Accountabilities:

Foundation Operational Planning:

+ Collaborates with the foundation’s Chair and Trustees to develop and implement the foundation's strategic plan. Establishes clear goals and priorities.

+ Identifies emerging needs in the community and aligns the foundation's grantmaking strategy accordingly.

+ Maintains strong partnership with the communications department to ensure communication strategies and tactics are aligned with plans and within budget.

Foundation Grantmaking:

+ Develop a formal application process.

+ Transforms current giving programs by applying best practices.

+ Evaluates grant proposals from potential recipients, analyzes their needs and aligns with the foundation's goals.

+ Conducts site visits to assess potential grantees and their programs.

+ Recommends grant awards to the Trustees based on thorough evaluation and due diligence.

+ Monitors the progress of funded projects and ensures grantees meet performance metrics.

Charitable Organization Relations:

+ Identifies and cultivates relationships with charitable organizations.

+ Manages grantee portfolio and provides regular updates on grantmaking activities and impact.

Financial Management & Foundation Board Support:

+ Oversees the foundation's budget, ensuring responsible allocation of funds across grantmaking initiatives.

+ Prepares financial reports for the Board of Directors and other stakeholders.

+ Provides administrative support to the Board of Directors, including preparing meeting agendas, materials, and minutes.

+ Communicates key information and updates to the Board regarding foundation operations and grantmaking activities.

Annual Giving Campaign:

+ Lead and coordinate a committee of associate volunteers to plan and implement the annual campaign

+ Work with partner organizations for campaign support and processing donations

+ Use project management skills to aid in the coordination of all campaign communications and events.

+ Collaborate with people from all areas and locations of the company

Associate Volunteer Program:

+ Lead and coordinate a committee of associate volunteers to facilitate and increase associate volunteering

+ Promote and analyze paid Volunteer Time Offer to determine impact

+ Coordinate and execute company-wide volunteer events including annual Community Week

+ Other duties as needed/assigned.

Minimum Requirements:

+ Bachelor's degree

+ A minimum of four years of experience in fundraising or grantmaking work, including at least two years specializing in foundation or donor relationship management

+ Understanding of non-profit principles and grantmaking practices

+ Highly organized and planful with a proven ability to multi-task and operate both collaboratively and independently

+ Strong communication and interpersonal skills to build relationships with grantees, Trustees, and associate volunteers

+ Ability to maintain confidentiality and handle sensitive information with discretion

+ Solid analytical skills to evaluate grant proposals and measure program impact

+ Experience planning associate volunteer and campaign events

+ Understanding of philanthropic and volunteer best practices and trends

+ Demonstrated skills and experience in managing foundation operations

Preferred Requirements:

+ Advanced degree in philanthropy, public policy, or related field

+ Knowledge of the insurance industry and its role in corporate philanthropy

+ Familiarity with applicable systems such as Charitay Navigator or similar

The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):

$90,107.00 - $150,178.00 per year

The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.

Brand: Trustmark

Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business.  We are an equal opportunity employer, including disability and protected veteran status.

Join a passionate and purpose-driven team of colleagues who contribute to Trustmark’s mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.

Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.

When you join Trustmark, you become part of an organization that makes a positive difference in people’s lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we’ve changed their lives.

At Trustmark, you’ll be part of a close-knit team. You’ll enjoy abundant opportunities to grow your career. That’s why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what’s ahead – and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.