We are currently seeking applicants for the position of President & CEO through our partner, BoardWalk Consulting. See details below.
TITLE: President & CEO, The Community Foundation
REPORTS TO: Board of Directors
TITLE: Philanthropic Services Officer
REPORTS TO: Vice President, Philanthropic Services
The Philanthropic Services Officer is responsible for developing, maintaining and stewarding long-term relationships with The Community Foundation’s (TCF) donors. In addition, the Philanthropic Services Officer will support TCF’s service to professional advisors, prospective donors and current donors by coordinating presentations and outreach opportunities, organizing events for the Philanthropic Services Team and assisting with database management and reporting. This is a full-time exempt position.
1. Professional Advisor Outreach
- a. Creates, maintains and monitors a Professional Advisor Cultivation Plan – a system of outreach and communication to ensure the professional advisor community is familiar with TCF’s work and how TCF can work with professional advisors to assist their clients.
- b. Prepares PowerPoint presentations for professional advisors and other community presentations.
- c. Networks with advisors, planned giving professionals and others to advance TCF’s mission.
2. New Fund Generation – Establishes new funds and fund relationships from current and new donors, in compliance with TCF policies and procedures.
- a. Establishes relationships and involves donors’ professional advisors and family members, as appropriate.
- b. Ensures that TCF meets the highest standards of prompt response and accurate information to assist advisors in serving the needs of their clients.
- c. Assist Philanthropic Services Team in preparing new fund letters when needed.
- d. Assists in identifying, researching, coding and monitoring prospects for TCF.
- e. Enhances TCF’s leadership within the philanthropic community through conference participation, presentations and other communications.
3. Cultivation Event Management - Serves as lead staff with assistance from the administration team on multiple events organized by the Philanthropic Services Team including: educational breakfasts for prospective donors, cultivation events for professional advisors and donors, and the annual agency endowment workshop. Includes assisting with presentation development.
4. Database Management – Maintain, research and further develop accurate records of donors, prospective donors and professional advisors. Assist with coding and needed reports for meetings and mailings.
5. Donor Stewardship – Maintains and enhances relationships with assigned existing fund donors, with a goal of at least one substantial annual contact per donor/fund.
a. Identifies ways to engage donors in TCF community grants program and other philanthropic initiatives such as the Amazing Raise and giving circles.
b. Ensures high value donor relationships (those with the greatest growth potential) are priority contacts.
6. Participate on a cross-functional staff team for TCF’s annual Fiduciary Review process.
7. Networks regionally and nationally as appropriate so that TCF is informed of best practices and shares its own expertise with its peer organizations.
8. Other duties as assigned by the VP, Philanthropic Services, Senior Vice President, Philanthropic Services and/or CEO.
- A minimum Bachelor’s degree required.
- A minimum of three to five years’ experience working within advancement/development or related field. Experience with planned giving and trusts encouraged.
- Strong interpersonal and networking skills; the ability to comfortably initiate conversations with donors and prospects. Ability to interact with diverse groups of people including donors, grant seekers, board members and Foundation staff.
- Excellent oral and written communication skills, with experience in presenting before groups and individuals.
- Familiarity with the language and concepts of planned giving documents and the ability to discuss them with donors and professional advisors.
- The ability to meet deadlines; work independently; handle multiple tasks; and the flexibility to respond to unexpected duties with short time horizons.
- Attention to detail and willingness to handle administrative work, consistent with a streamlined staff where few are focused purely on administration.
- Analytical skills and strong computer literacy in Microsoft Office and database management are required.
- The position must embrace The Community Foundation’s charitable mission, sharing the staff’s and board’s passion to enhance the quality of community life through our work; represent the Foundation in a professional manner; be able to work collegially and be supportive of all aspects of the Foundation’s work.
For consideration, resume and cover letter with salary requirements must be received by 5:00 p.m. on January 14, 2015. Forward documents to The Community Foundation, 7501 Boulders View Drive, Suite 110, Richmond, VA 23225 or by email to firstname.lastname@example.org. No phone calls or agencies, please.