The Philanthropic Services Officer's primary responsibility is increasing and enhancing the Foundation’s development and donor services. Experience closing leadership gifts and gift planning required. Full-time position + excellent benefits. Email resume and cover letter by June 1, 2021 to firstname.lastname@example.org (please include Philanthropic Services Officer in the subject line), or mail to 300 Madison Avenue, Suite 1300, Toledo, OH 43604. Full job description below.
JOB TITLE: Philanthropic Services Officer
DEPARTMENT: Philanthropic Services
SUPERVISOR: Vice President, Philanthropic Services & Advancement
Greater Toledo Community Foundation is a community asset. The Foundation is a collection of funds established by donors interested in philanthropy and supporting the Toledo area. Currently, the assets of the Foundation are in excess of $377 million, made up of over 900 funds. The Foundation is the largest grantmaker in the Toledo area, granting over $17 million annually.
GENERAL JOB DESCRIPTION
The Foundation is hiring a Philanthropic Services Officer, a position that is charged with meeting goals and contributing to the overall growth of the Foundation: to secure funds for the organization by fulfilling the interests and passions of fundholders and potential fundholders by providing them with giving opportunities and encouraging them to give. Unlimited nascent fundraising opportunities include development of a women’s giving circle, affinity group funds including racial minority fund(s) expansion, LGBTQ initiatives, and donors of diverse religious, spiritual and cultural backgrounds. This position will be responsible for assisting the VP, Philanthropic Services & Advancement related to development and donor services.
This position is responsible for: increasing and enhancing the Foundation’s development and donor services; identifying potential donors and professional advisors for the purpose of attracting new funds to the Foundation; working with prospective donors to establish funds. This position will implement programs, activities and services designed to develop and maintain good relationships with potential and current donors, affiliated community foundations and professional advisors. This position will also need to cultivate and solicit planned gifts.
MAJOR DUTIES AND RESPONSIBILITIES
Assist the philanthropic services department in raising $25 million per year.
Identify, cultivate, solicit and secure commitments from donors, including individuals, families, businesses and private foundations.
Develop and build pipeline of prospective donors for planned and legacy gifts.
Work with donor prospects to draft fund agreements and gift documentation.
Develop and maintain portfolios from identification of prospects to solicitation of gifts.
Establish a program of personal visits with past, present and future (legacy) donors.
Relationship Management and Advising
Serve as relationship manager for high-capacity donors to develop and strengthen grantmaking ideas.
Build and maintain relationships with financial advisors, accountants, lawyers and referral sources.
Ensure active stewardship of fundholders, including legacy donors, current and prospective fundholders.
Collaborate with philanthropic services team and ensure donor familiarity and intent.
Manage and maintain records in Community Suite, the Foundation’s CRM.
Maintain knowledge of state/federal taxes, estate giving methods and legal aspects of charitable giving.
Participate in philanthropic services and foundation related events.
Partner with financial services team; ensure accuracy and timeliness of reports and spreadsheets.
MINOR DUTIES AND RESPONSIBILITIES
Assist in the management of department's services provided to the affiliated community foundations.
Support the production of software reports pertaining to gifts and donors as directed.
Work with Foundation staff in cooperative and participatory manner to ensure a smooth and timely flow of support services.
Other duties as assigned.
QUALIFICATIONS FOR THE JOB
Minimum 3-5 years professional fundraising, nonprofit or business sales experience, including cultivating, soliciting and closing prospective donors/clients with record of major gift and planned giving experience.
Comprehensive knowledge, or willingness to learn, state/federal taxes and giving methods.
Knowledge of community foundations preferred, but not required.
Understanding of and commitment to the Foundation’s goals and mission.
Outstanding written and verbal skills.
Must be able to develop interpersonal relationships with multiple constituents.
Ability to plan, organize and remain accountable.
Experience in making group presentations and committee management.
Ability to function in a confidential manner.
Impeccable ethics, initiative, enthusiasm and ability to establish credibility.
Able to organize own work in the Philanthropic Services Department to meet deadlines.
Able to think and act independently and with good judgement.
Advanced word processing functions skills.
While this is mainly an office position, the ability to lift small boxes (letter stock, postcard stock, paper) is required occasionally.
Additionally, this position will require travel outside of the office to meet with prospective donors, financial planners and current donors.
To apply for this position, email your resume and cover letter by June 1, 2021 to email@example.com. Please include Philanthropic Services Officer in the subject line.