Position: Philanthropic Advisor
Reports to: President / CEO
FLSA: Exempt Full Time
Summary: An integral part of the Charlotte Community Foundation’s Leadership Team supporting the CEO, donors and community at large. The Charlotte Community Foundation seeks a dynamic Philanthropic Advisor. This position is responsible for developing and furthering relationships with professional advisors in the community, existing donors, prospective donors, and the community at large to generate donors opening charitable giving funds at the Charlotte Community Foundation. The primary focus is the necessary relationship building and solicitation needed to reach the organization’s goals and assist donors in achieving their charitable goals. This position will have an emphasis specifically on the “professional advisor” relationship building. The successful candidate will be a high-energy professional with a proven ability to build long term, trusting relationships between an organization and their stakeholders. Must have extensive experience using problem-solving and analytical skills to be able to successfully assist professional advisors and their clients along with CCF donors with creating their philanthropic plan to achieve the highest desired results. The ability to work seamlessly in a cohesive team environment as well as strong written and communication skills are also required for this position.
Essential Functions:
1. Identifies, cultivates, solicits, and stewards a portfolio of professional advisors to develop their relationship with CCF and ensure personalized outreach for both the advisors and their clients.
2. Assist CCF in cultivating and stewardship to existing and prospect donors.
3. Leads, plans, implements, and continually refines meetings, prospecting events, services, programs, projects, and products that work to meaningfully engage donors in their philanthropy, with CFSC, and with each other in ways that will maximize resources and expertise to meet community needs.
4. Cultivate and grow relationships with community organizations and other institutions and associations to position the Foundation as the premier community-based center for philanthropy.
Expected Outputs:
1. Maintain portfolio management responsibilities for donor advised and other funds as assigned to assist donors in the furthering of their charitable goals, generating additional contributions to funds and referrals to other prospective donors.
2. Utilizes the C-Suite database to track and record relationships, builds advisor/donor profiles, and/or research donor interests and giving patterns.
3. Create advisor and donor charitable giving collaterals in collaboration with colleagues.
4. Create presentations in collaboration with colleagues for opportunities to present to prospective professional advisors, donors and community groups in collaboration with other colleagues.
5. Attain goals and objectives that align with those of the Philanthropic Department
Job Requirements:
● Highly organized, dedicated to quality and accuracy with advanced computer skills and able to manage multiple projects simultaneously.
● Proficient with database management skills, computer based accounting systems, Microsoft Office. Experience with Foundant preferred.
● Progressive, proven record of development, fundraising, program administration and leadership.
● Bachelor’s degree (B. A. / B. S.) from four-year college or university; or three to five years related experience and/or training; or equivalent combination of education and experience.
● Experience with fund accounting, GAAP and FASB standards as they apply to charitable organizations and nonprofit agencies preferred.
● Working knowledge of investment performance and asset allocations.
● Committed to highest ethical standards, honesty, integrity, professionalism, courteousness and a positive “can do” attitude.
Critical Skills/Expertise All employees are expected to:
● Promote a common purpose consistent with stated Foundation goals and demonstrate a commitment to the Foundation’s donors, partners and/or affiliates.
● Possess the knowledge of general written standards and procedures utilized, and have the ability to read, interpret, and follow procedural and policy manual related to the job tasks.
● Demonstrate the ability to respond to supervision, guidance and direction in a positive, receptive manner and in accordance with stated policies.
●Provide quality customer service by creating a welcoming and supportive environment.
● Present a professional image in word, action and attire.
● Demonstrate professionalism in dealing with a diverse population while understanding and respecting each other’s view of the world, personalities and working styles.
●Conduct oneself in a manner consistent with the Foundation’s standards of ethical conduct.
●Apply effective techniques to create working relationships with others to achieve common goals; successfully communicates and collaborates with others to achieve goals.
Submit your resume to amaher@charlottecf.org to apply for this position. No phone calls, please.
Charlotte Community Foundation, Inc. As the Center for Philanthropy in Charlotte County, the Foundation focuses exclusively on the needs of Charlotte County. Providing more than $1.4 million dollars through grantmaking in 2020 alone, the Foundation provides personalized donor services to assist individuals in establishing tax-advantageous charitable funds, which provide distributions, grants, and other resources to support nonprofits in Charlotte County. The Foundation’s mission is “Connecting people who care with causes that matter”. For more information about the Charlotte Community Foundation, please visit www.charlottecf.org
