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Posted November 21, 2018.
Senior Philanthropic Advisor
Reporting directly to Director for Philanthropic Advising, the Senior Philanthropic Advisor (SPA) manages relationships with donors with diverse needs, interests and values. This position is responsible for helping each donor facilitate their grantmaking and fostering engagement in the philanthropic sector. The Senior Philanthropic Advisor also provides sector knowledge and high-quality educational programming to the Foundation’s donor community while coaching, guiding and building deep trust with each donor—ultimately leading to higher levels of giving and more strategic grantmaking.
Primary Role Responsibilities:
- Manages a portfolio of donors and fund contacts—with a focus on donor advised funds—to strategically encourage, inform, and support their charitable giving.
- In partnership with Philanthropic Planning, facilitates and oversees each donor’s grantmaking, engagement with the Foundation, and legacy planning.
- Encourages family philanthropy through mission development, strategy guidance, family meeting facilitation, and engaging the next generation.
- Proactively establishes short- and long-term donor engagement goals to increase giving among donors; tracks and measures donor engagement activities and their outcomes.
- Leads, plans, implements, and continually refines meetings, events, services, programs, projects, and products that work to meaningfully engage donors in their philanthropy, with the Foundation, and with each other in ways that will maximize resources and expertise to meet community needs.
- Keeps staff and donors informed of important issues affecting organizations, programs, and funding needs through meeting and communicating regularly with nonprofit leaders and other subject experts; monitors trends and policy changes affecting the philanthropic sector at large.
- Conducts site visits, organizational analysis, research projects, and other activities to support the Foundation’s efforts to build community knowledge that is accessible and useful to donors.
- Possesses a deep understand of best practices in working with donors, their families, and their financial support systems; seeks to impact the sector through the creation of replicable products and programs that provide highly-valuable, cutting-edge donor services.
- M.A./M.S. degree preferred; B.A./B.S. degree required in a related field, in addition to 2 years of work experience such as described in the essential functions above.
- Seven years of proven success in working at a major institution with high net worth individuals. Extensive experience in or with the nonprofit sector also highly desirable.
- Significant experience as a funder or in guiding funders/donors.
- Strong knowledge of the philanthropic sector and philanthropic giving vehicles, as well as the various laws and regulations affecting them.
- Proficient writing, editing and proofreading skills with the ability to gather and organize information appropriately and effectively; strong research and synthesizing abilities.
- Intermediate proficiency with Microsoft Office (Outlook, Word, Excel) and the ability to effectively utilize proprietary software.
- Strong planning and implementation skills; excellent ability to prioritize, organize, and manage multiple competing assignments and responsibilities.
- Excellent customer service and communication skills (listening, interpersonal, oral, and written).
- A high degree of professionalism, confidence, and flexibility that allows for working collaboratively and effectively with clients and colleagues of diverse backgrounds.
- Excellent ability to work well in a team environment; ability to develop and maintain a good working relationship with the Foundation staff, members of the community, elected officials, the media, colleagues in other foundations, and members of the nonprofit sector.
- High level of personal and professional integrity and ethics.
- Interest in philanthropy and the non-profit community.
Compensation and Benefits:
This impactful role offers the opportunity to work with devoted, mission driven professionals in a rewarding and incredibly positive environment. In addition to a highly competitive base salary, this role also includes health insurance, FSA, HSA, 403b with employer contributions, a generous vacation program, ten paid holidays, supplemental life insurance, fitness reimbursement, and ultimately a job you’ll love alongside colleagues who share your passion!
How to Apply:
For immediate consideration, please send your resume, cover letter/letter of interest, and salary requirements in a single PDF or Word document through Scion Staffing’s online portal: http://scionstaffing.com/jobportal/#/jobs/4957
About Our Firm:
Scion Executive Search, a division of Scion Staffing, Inc., is a retained executive search firm connecting executive nonprofit leadership to nonprofit organizations and foundations across the country. Cultivated in the nonprofit sector, we provide expert search strategies and leadership for leading organizations around the world. Our executive candidates are true agents for change, and we are experts at matching their talents, motivations, and passions to your organization’s mission. Scion Executive Search has led thousands of successful executive searches. Information about our firm and successes can be found online at www.scionstaffing.com.
Scion Staffing, Inc. is an equal opportunity employer and service provider committed to not discriminate on the basis of race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and for the candidates we represent.
(Photo Credit: Marin Community Foundation)