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WinstonSalem Foundation Philanthropic Advisor

4 months ago

WinstonSalem, United States Capital Development Full time

Job Description

The philanthropic advisor is a member of the Development and Donor Services department, which cultivates and maintains relationships with the Foundation's donors. The philanthropic advisor develops, facilitates, and markets lifetime gifts from existing and prospective donors. They provide counsel and advice to staff, donors, and allied professionals regarding various philanthropic tools, approaches, techniques, and trends. This role serves as a secondary liaison with attorneys, accountants, financial advisors, and other intermediaries and agents of wealth. The philanthropic advisor works with existing and new donors and intermediaries to secure new funds and gifts to the Foundation. This position helps to generate ideas and explore opportunities to achieve the strategic goals of the Foundation. This position works under the direct leadership of the senior philanthropic advisor and works collaboratively with the Foundations staff, leadership, and volunteers. The philanthropic advisor is an exempt position.

DESCRIPTION OF RESPONSIBILITIES

All staff work together to live out the Foundation's mission, values, and equity commitment. Each person actively participates in education sessions, work groups, and other formal and informal opportunities to learn about and operationalize our shared commitment to equity.

Asset Development

  • Participate in the identification and cultivation of new and existing relationships to achieve the Foundations resource development goals according to the Foundations strategic plan.
  • Utilize interpersonal savvy and confidence to network, motivate, and skillfully craft giving strategies to benefit donors, advisors, nonprofit beneficiaries, and the Foundation.
  • Participate in the Foundations development and cultivation of professional advisor relationships.
  • Support the Foundations planned giving program by drafting and reviewing revocable trust agreements with donors and professional advisors.
  • Provide team support and stewardship for various constituent groups with an emphasis on existing donors, new donors, and professional advisors.
  • Respond to inquiries and follow up on requests from existing donors, prospective donors, and professional advisors.
  • Assist in the administrative process of establishing gift plans and new funds of all types by drafting fund agreements, revocable trust agreements, correspondence, and other necessary follow up.
  • In partnership with the Black Philanthropy Initiative and The Womens Fund of Winston-Salem, strategize ways to engage people of color and women in the charitable work of the Foundation.
  • Demonstrate the Foundations commitment to accountability by honoring donor intent, furthering donors charitable goals, and seeking to engage charitable partners to address the most pressing needs of the community.
  • Maintain accurate records for all contacts with donors, prospective donors, and professional advisors.

Promotion of Philanthropy

  • Develop strong relationships throughout the community with existing donors, prospective donors, and professional advisors to share knowledge of charitable giving strategies and techniques and promote the comparative benefits of charitable partnerships with the Foundation.
  • Represent and position the Foundation as an effective and impactful charitable partner through community presentations and engagement.
  • Participate in appropriate cultivation/education events and gatherings for donors, prospective donors, and professional advisors.
  • Collaborate with the vice president of development and donor services, the senior philanthropic advisor, and the Marketing and Communications team to develop collateral materials that highlight the Foundation's products and services as a charitable partner and knowledgeable community leader.
  • Maintain current knowledge of philanthropic trends, legislation, and planned giving techniques that impact the field of philanthropy in general and charitable funds in particular.
  • Participate in local, regional, and statewide groups to promote working with community foundations.

Fund Administration

  • Collaborate across teams to clarify and document gift plans.
  • Assist with fund questions, document changes, and future plans.
  • Oversee the documentation and execution of charitable plans and matured gifts to follow through on donor intent.

Other Related Activities

  • Manage a portfolio of donors.
  • Perform other duties as assigned.

Qualifications:
Qualifications

QUALIFICATIONS

  • Bachelors degree required.
  • Chartered Advisor in Philanthropy (CAP) designation or willingness to obtain
  • Proven track record in philanthropy; and/or financial planning, planned giving, or trust and estate planning
  • Strong commitment to the Foundations values and understanding of racial equity
  • Demonstrated experience collaborating with a team toward a common goal.
  • Ability to interact respectfully with people of diverse backgrounds, perspectives, and cultures
  • Commitment to continuous learning
  • Strong interpersonal skills
  • Strong organizational skills and demonstrated ability to manage and execute multiple projects and priorities.
  • Strong communication skills and attention to detail
  • Understanding the constituent management system and its importance in development work

HYBRID WORK SCHEDULE

The Foundation offers a hybrid schedule where most staff are expected to work in person at least two to three days per week. Some positions, such as the philanthropic advisor, are expected to be in person more frequently due to the nature of their responsibilities. The philanthropic advisor will be expected to be in-person a minimum of four days per week. Our offices are in downtown Winston-Salem.

SALARY AND BENEFITS

Salary will be commensurate with experience and expected to be between $70,000 and $85,000. Benefits include paid vacation, holidays, and sick leave. Health insurance, life insurance, dental insurance, and short-term and long-term disability insurance begin the first of the month following 30 days of employment. Eligibility for the defined benefit retirement plan begins after one year of service. Other optional benefits include a flexible benefit plan, supplemental insurance with AFLAC, employee supplemental retirement plan, charitable match program, and tuition and fee reimbursement.

Additional Information

The Winston-Salem Foundation is committed to building a staff that reflects our community and encourages applications from a diverse candidate pool.

Capital Development Services (CapDev) has been retained by Winston Salem Foundation to assist with professional recruitment. Candidates should include a cover letter and a resume. All material will be kept confidential. Additional inquiries may be directed to Amy Bridges at search@capdev.com.